Proficio Capital Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.19M | Sell |
15,278
-734
| -5% | -$105K | 0.14% | 96 |
|
|
2025
Q1 | $2.68M | Buy |
16,012
+10,161
| +174% | +$1.7M | 0.21% | 71 |
|
|
2024
Q4 | $847K | Buy |
5,851
+2,182
| +59% | +$316K | 0.07% | 123 |
|
|
2024
Q3 | $540K | Sell |
3,669
-4,251
| -54% | -$626K | 0.05% | 139 |
|
|
2024
Q2 | $1.24M | Buy |
7,920
+294
| +4% | +$46K | 0.13% | 93 |
|
|
2024
Q1 | $1.2M | Buy |
7,626
+324
| +4% | +$51.1K | 0.13% | 95 |
|
|
2023
Q4 | $1.09M | Sell |
7,302
-30
| -0.4% | -$4.48K | 0.13% | 83 |
|
|
2023
Q3 | $1.24M | Sell |
7,332
-845
| -10% | -$142K | 0.16% | 73 |
|
|
2023
Q2 | $1.29M | Sell |
8,177
-827
| -9% | -$130K | 0.18% | 76 |
|
|
2023
Q1 | $1.47M | Buy |
9,004
+1,671
| +23% | +$273K | 0.23% | 63 |
|
|
2022
Q4 | $1.32M | Buy |
7,333
+306
| +4% | +$55.2K | 0.25% | 61 |
|
|
2022
Q3 | $1.01M | Sell |
7,027
-180
| -2% | -$25.9K | 0.19% | 76 |
|
|
2022
Q2 | $1.04M | Buy |
7,207
+502
| +7% | +$72.7K | 0.2% | 73 |
|
|
2022
Q1 | $1.09M | Buy |
6,705
+1,912
| +40% | +$311K | 0.16% | 76 |
|
|
2021
Q4 | $562K | Buy |
4,793
+156
| +3% | +$18.3K | 0.08% | 134 |
|
|
2021
Q3 | $470K | Sell |
4,637
-83
| -2% | -$8.41K | 0.06% | 150 |
|
|
2021
Q2 | $494K | Sell |
4,720
-1,189
| -20% | -$124K | 0.06% | 147 |
|
|
2021
Q1 | $619K | Buy |
5,909
+1,457
| +33% | +$153K | 0.08% | 111 |
|
|
2020
Q4 | $376K | Buy |
4,452
+628
| +16% | +$53K | 0.06% | 120 |
|
|
2020
Q3 | $248K | Sell |
3,824
-8,056
| -68% | -$522K | 0.04% | 146 |
|
|
2020
Q2 | $1.06M | Buy |
11,880
+1,479
| +14% | +$132K | 0.22% | 57 |
|
|
2020
Q1 | $965K | Buy |
10,401
+7,715
| +287% | +$716K | 0.24% | 58 |
|
|
2019
Q4 | $324K | Sell |
2,686
-197
| -7% | -$23.8K | 0.09% | 100 |
|
|
2019
Q3 | $342K | Sell |
2,883
-225
| -7% | -$26.7K | 0.13% | 86 |
|
|
2019
Q2 | $387K | Buy |
3,108
+565
| +22% | +$70.4K | 0.13% | 96 |
|
|
2019
Q1 | $313K | Buy |
2,543
+64
| +3% | +$7.88K | 0.11% | 96 |
|
|
2018
Q4 | $270K | Buy |
2,479
+86
| +4% | +$9.37K | 0.12% | 90 |
|
|
2018
Q3 | $293K | Sell |
2,393
-83
| -3% | -$10.2K | 0.1% | 95 |
|
|
2018
Q2 | $313K | Buy |
2,476
+213
| +9% | +$26.9K | 0.13% | 99 |
|
|
2018
Q1 | $258K | Buy |
2,263
+134
| +6% | +$15.3K | 0.08% | 107 |
|
|
2017
Q4 | $267K | Buy |
2,129
+36
| +2% | +$4.52K | 0.09% | 105 |
|
|
2017
Q3 | $246K | Buy |
2,093
+125
| +6% | +$14.7K | 0.1% | 128 |
|
|
2017
Q2 | $217K | Sell |
1,968
-185
| -9% | -$20.4K | 0.09% | 166 |
|
|
2017
Q1 | $229K | Sell |
2,153
-7,473
| -78% | -$795K | 0.1% | 139 |
|
|
2016
Q4 | $1.13M | Buy |
9,626
+47
| +0.5% | +$5.53K | 0.48% | 42 |
|
|
2016
Q3 | $986K | Buy |
9,579
+3
| +0% | +$309 | 0.57% | 49 |
|
|
2016
Q2 | $975K | Buy |
9,576
+443
| +5% | +$45.1K | 0.61% | 48 |
|
|
2016
Q1 | $871K | Buy |
9,133
+18
| +0.2% | +$1.72K | 0.73% | 41 |
|
|
2015
Q4 | $820K | Buy |
+9,115
| New | +$820K | 0.8% | 37 |
|