Prudent Man 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 | $1.02M | Sell |
7,137
-123
| -2% | -$17.6K | 0.32% | 75 |
|
|
2025
Q1 | $1.21M | Buy |
7,260
+168
| +2% | +$28.1K | 0.44% | 48 |
|
|
2024
Q4 | $1.03M | Sell |
7,092
-1,099
| -13% | -$159K | 0.37% | 59 |
|
|
2024
Q3 | $1.21M | Sell |
8,191
-176
| -2% | -$25.9K | 0.4% | 59 |
|
|
2024
Q2 | $1.31M | Buy |
8,367
+312
| +4% | +$48.8K | 0.46% | 42 |
|
|
2024
Q1 | $1.27M | Sell |
8,055
-512
| -6% | -$80.8K | 0.48% | 41 |
|
|
2023
Q4 | $1.28M | Sell |
8,567
-516
| -6% | -$77K | 0.48% | 41 |
|
|
2023
Q3 | $1.53M | Sell |
9,083
-680
| -7% | -$115K | 0.61% | 29 |
|
|
2023
Q2 | $1.54M | Sell |
9,763
-160
| -2% | -$25.2K | 0.58% | 32 |
|
|
2023
Q1 | $1.62M | Sell |
9,923
-198
| -2% | -$32.3K | 0.63% | 23 |
|
|
2022
Q4 | $1.82M | Sell |
10,121
-73
| -0.7% | -$13.1K | 0.73% | 21 |
|
|
2022
Q3 | $1.47M | Buy |
10,194
+1,206
| +13% | +$173K | 0.69% | 21 |
|
|
2022
Q2 | $1.3M | Sell |
8,988
-115
| -1% | -$16.6K | 0.61% | 27 |
|
|
2022
Q1 | $1.48M | Sell |
9,103
-157
| -2% | -$25.6K | 0.6% | 28 |
|
|
2021
Q4 | $1.09M | Sell |
9,260
-1,643
| -15% | -$193K | 0.41% | 48 |
|
|
2021
Q3 | $1.11M | Sell |
10,903
-47
| -0.4% | -$4.77K | 0.42% | 50 |
|
|
2021
Q2 | $1.15M | Sell |
10,950
-4
| -0% | -$419 | 0.44% | 48 |
|
|
2021
Q1 | $1.15M | Buy |
10,954
+230
| +2% | +$24.1K | 0.48% | 45 |
|
|
2020
Q4 | $906K | Buy |
10,724
+167
| +2% | +$14.1K | 0.38% | 52 |
|
|
2020
Q3 | $760K | Buy |
10,557
+93
| +0.9% | +$6.7K | 0.4% | 53 |
|
|
2020
Q2 | $934K | Buy |
+10,464
| New | +$934K | 0.83% | 30 |
|