Private Capital Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.32M | Hold |
16,182
| – | – | 0.28% | 31 |
|
2025
Q1 | $2.71M | Hold |
16,182
| – | – | 0.32% | 30 |
|
2024
Q4 | $2.34M | Hold |
16,182
| – | – | 0.28% | 32 |
|
2024
Q3 | $2.38M | Sell |
16,182
-450
| -3% | -$66.3K | 0.26% | 34 |
|
2024
Q2 | $2.6M | Sell |
16,632
-131
| -0.8% | -$20.5K | 0.29% | 35 |
|
2024
Q1 | $2.64M | Hold |
16,763
| – | – | 0.33% | 35 |
|
2023
Q4 | $2.5M | Buy |
16,763
+160
| +1% | +$23.9K | 0.38% | 35 |
|
2023
Q3 | $2.42M | Hold |
16,603
| – | – | 0.37% | 35 |
|
2023
Q2 | $2.61M | Hold |
16,603
| – | – | 0.43% | 33 |
|
2023
Q1 | $2.71M | Sell |
16,603
-19
| -0.1% | -$3.1K | 0.51% | 32 |
|
2022
Q4 | $2.98M | Sell |
16,622
-3,235
| -16% | -$581K | 0.51% | 28 |
|
2022
Q3 | $2.85M | Buy |
19,857
+3,235
| +19% | +$465K | 0.49% | 32 |
|
2022
Q2 | $2.41M | Buy |
16,622
+40
| +0.2% | +$5.79K | 0.41% | 36 |
|
2022
Q1 | $2.7M | Buy |
16,582
+4,500
| +37% | +$733K | 0.39% | 43 |
|
2021
Q4 | $1.42M | Sell |
12,082
-50
| -0.4% | -$5.87K | 0.23% | 39 |
|
2021
Q3 | $1.23M | Sell |
12,132
-1,408
| -10% | -$143K | 0.21% | 46 |
|
2021
Q2 | $1.42M | Sell |
13,540
-2,340
| -15% | -$245K | 0.24% | 43 |
|
2021
Q1 | $1.66M | Hold |
15,880
| – | – | 0.31% | 44 |
|
2020
Q4 | $1.34M | Sell |
15,880
-300
| -2% | -$25.3K | 0.27% | 44 |
|
2020
Q3 | $1.17M | Sell |
16,180
-350
| -2% | -$25.2K | 0.27% | 45 |
|
2020
Q2 | $1.48M | Hold |
16,530
| – | – | 0.38% | 36 |
|
2020
Q1 | $1.2M | Sell |
16,530
-1,660
| -9% | -$120K | 0.38% | 38 |
|
2019
Q4 | $2.19M | Sell |
18,190
-625
| -3% | -$75.3K | 0.54% | 38 |
|
2019
Q3 | $2.23M | Hold |
18,815
| – | – | 0.62% | 37 |
|
2019
Q2 | $2.34M | Sell |
18,815
-126
| -0.7% | -$15.7K | 0.66% | 38 |
|
2019
Q1 | $2.33M | Hold |
18,941
| – | – | 0.71% | 37 |
|
2018
Q4 | $2.06M | Sell |
18,941
-5
| -0% | -$544 | 0.74% | 36 |
|
2018
Q3 | $2.32M | Hold |
18,946
| – | – | 0.64% | 42 |
|
2018
Q2 | $2.4M | Hold |
18,946
| – | – | 0.75% | 40 |
|
2018
Q1 | $2.16M | Hold |
18,946
| – | – | 0.72% | 39 |
|
2017
Q4 | $2.37M | Sell |
18,946
-5,374
| -22% | -$673K | 0.82% | 35 |
|
2017
Q3 | $2.86M | Sell |
24,320
-150
| -0.6% | -$17.6K | 0.98% | 35 |
|
2017
Q2 | $2.55M | Buy |
24,470
+205
| +0.8% | +$21.4K | 0.83% | 37 |
|
2017
Q1 | $2.61M | Sell |
24,265
-135
| -0.6% | -$14.5K | 0.85% | 34 |
|
2016
Q4 | $2.87M | Sell |
24,400
-175
| -0.7% | -$20.6K | 0.98% | 35 |
|
2016
Q3 | $2.53M | Sell |
24,575
-600
| -2% | -$61.7K | 0.9% | 38 |
|
2016
Q2 | $2.64M | Hold |
25,175
| – | – | 1% | 36 |
|
2016
Q1 | $2.4M | Hold |
25,175
| – | – | 1.07% | 34 |
|
2015
Q4 | $2.27M | Hold |
25,175
| – | – | 0.98% | 40 |
|
2015
Q3 | $1.99M | Sell |
25,175
-410
| -2% | -$32.3K | 0.83% | 45 |
|
2015
Q2 | $2.47M | Sell |
25,585
-220
| -0.9% | -$21.2K | 0.8% | 48 |
|
2015
Q1 | $2.71M | Sell |
25,805
-365
| -1% | -$38.3K | 0.99% | 43 |
|
2014
Q4 | $2.94M | Sell |
26,170
-135
| -0.5% | -$15.1K | 1.11% | 41 |
|
2014
Q3 | $3.14M | Sell |
26,305
-350
| -1% | -$41.8K | 1.02% | 49 |
|
2014
Q2 | $3.48M | Sell |
26,655
-355
| -1% | -$46.3K | 1.12% | 45 |
|
2014
Q1 | $3.21M | Sell |
27,010
-240
| -0.9% | -$28.5K | 1.22% | 37 |
|
2013
Q4 | $3.4M | Sell |
27,250
-175
| -0.6% | -$21.9K | 1.17% | 44 |
|
2013
Q3 | $3.33M | Sell |
27,425
-210
| -0.8% | -$25.5K | 1.21% | 39 |
|
2013
Q2 | $3.27M | Buy |
+27,635
| New | +$3.27M | 1.21% | 40 |
|