PSI 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 | $1.26M | Sell |
8,775
-610
| -6% | -$87.3K | 0.62% | 24 |
|
|
2025
Q1 | $1.57M | Sell |
9,385
-3,770
| -29% | -$631K | 0.51% | 31 |
|
|
2024
Q4 | $1.91M | Buy |
13,155
+209
| +2% | +$30.3K | 0.57% | 34 |
|
|
2024
Q3 | $1.91M | Buy |
12,946
+243
| +2% | +$35.8K | 0.56% | 37 |
|
|
2024
Q2 | $1.99M | Buy |
12,703
+751
| +6% | +$117K | 0.63% | 32 |
|
|
2024
Q1 | $1.89M | Buy |
11,952
+107
| +0.9% | +$16.9K | 0.68% | 33 |
|
|
2023
Q4 | $1.77M | Buy |
11,845
+795
| +7% | +$119K | 0.66% | 32 |
|
|
2023
Q3 | $1.86M | Buy |
11,050
+591
| +6% | +$99.7K | 0.81% | 26 |
|
|
2023
Q2 | $1.65M | Buy |
10,459
+1,918
| +22% | +$302K | 0.72% | 29 |
|
|
2023
Q1 | $1.39M | Buy |
8,541
+916
| +12% | +$149K | 0.67% | 30 |
|
|
2022
Q4 | $1.37M | Buy |
7,625
+733
| +11% | +$132K | 0.73% | 28 |
|
|
2022
Q3 | $990K | Buy |
6,892
+643
| +10% | +$92.4K | 0.52% | 39 |
|
|
2022
Q2 | $905K | Buy |
6,249
+1,569
| +34% | +$227K | 0.44% | 49 |
|
|
2022
Q1 | $762K | Sell |
4,680
-704
| -13% | -$115K | 0.31% | 69 |
|
|
2021
Q4 | $666K | Sell |
5,384
-278
| -5% | -$34.4K | 0.27% | 79 |
|
|
2021
Q3 | $574K | Buy |
5,662
+431
| +8% | +$43.7K | 0.26% | 71 |
|
|
2021
Q2 | $547K | Buy |
5,231
+1,623
| +45% | +$170K | 0.29% | 67 |
|
|
2021
Q1 | $378K | Buy |
3,608
+279
| +8% | +$29.2K | 0.22% | 83 |
|
|
2020
Q4 | $281K | Buy |
3,329
+178
| +6% | +$15K | 0.19% | 96 |
|
|
2020
Q3 | $226K | Sell |
3,151
-505
| -14% | -$36.2K | 0.17% | 107 |
|
|
2020
Q2 | $326K | Buy |
3,656
+649
| +22% | +$57.9K | 0.26% | 79 |
|
|
2020
Q1 | $217K | Buy |
3,007
+505
| +20% | +$36.4K | 0.2% | 93 |
|
|
2019
Q4 | $301K | Buy |
+2,502
| New | +$301K | 0.19% | 103 |
|