Pure Financial 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 | $3.12M | Buy |
21,765
+1,713
| +9% | +$245K | 0.05% | 130 |
|
|
2025
Q1 | $3.35M | Buy |
20,052
+3,776
| +23% | +$632K | 0.07% | 99 |
|
|
2024
Q4 | $2.36M | Buy |
16,276
+1,741
| +12% | +$252K | 0.05% | 109 |
|
|
2024
Q3 | $2.14M | Buy |
14,535
+4,341
| +43% | +$639K | 0.05% | 112 |
|
|
2024
Q2 | $1.59M | Sell |
10,194
-128
| -1% | -$20K | 0.04% | 123 |
|
|
2024
Q1 | $1.63M | Buy |
10,322
+2,321
| +29% | +$366K | 0.05% | 120 |
|
|
2023
Q4 | $1.19M | Buy |
8,001
+828
| +12% | +$124K | 0.04% | 132 |
|
|
2023
Q3 | $1.21M | Sell |
7,173
-116
| -2% | -$19.6K | 0.05% | 117 |
|
|
2023
Q2 | $1.15M | Buy |
7,289
+821
| +13% | +$129K | 0.05% | 120 |
|
|
2023
Q1 | $1.06M | Sell |
6,468
-231
| -3% | -$37.7K | 0.05% | 124 |
|
|
2022
Q4 | $1.2M | Buy |
6,699
+434
| +7% | +$77.9K | 0.06% | 109 |
|
|
2022
Q3 | $900K | Buy |
6,265
+562
| +10% | +$80.7K | 0.05% | 118 |
|
|
2022
Q2 | $826K | Buy |
5,703
+915
| +19% | +$133K | 0.05% | 120 |
|
|
2022
Q1 | $780K | Buy |
4,788
+744
| +18% | +$121K | 0.04% | 122 |
|
|
2021
Q4 | $475K | Buy |
4,044
+292
| +8% | +$34.3K | 0.02% | 136 |
|
|
2021
Q3 | $381K | Buy |
3,752
+1,053
| +39% | +$107K | 0.03% | 139 |
|
|
2021
Q2 | $283K | Buy |
2,699
+330
| +14% | +$34.6K | 0.02% | 164 |
|
|
2021
Q1 | $248K | Buy |
+2,369
| New | +$248K | 0.02% | 165 |
|
|
2020
Q1 | – | Sell |
-1,957
| Closed | -$236K | – | 134 |
|
|
2019
Q4 | $236K | Buy |
1,957
+232
| +13% | +$28K | 0.04% | 127 |
|
|
2019
Q3 | $205K | Sell |
1,725
-89
| -5% | -$10.6K | 0.04% | 126 |
|
|
2019
Q2 | $226K | Buy |
+1,814
| New | +$226K | 0.04% | 127 |
|
|
2019
Q1 | – | Sell |
-2,048
| Closed | -$223K | – | 139 |
|
|
2018
Q4 | $223K | Buy |
+2,048
| New | +$223K | 0.05% | 134 |
|
|
2017
Q4 | – | Sell |
-2,877
| Closed | -$338K | – | 21 |
|
|
2017
Q3 | $338K | Buy |
2,877
+83
| +3% | +$9.75K | 0.09% | 90 |
|
|
2017
Q2 | $291K | Sell |
2,794
-92
| -3% | -$9.58K | 0.08% | 94 |
|
|
2017
Q1 | $310K | Buy |
2,886
+80
| +3% | +$8.59K | 0.09% | 86 |
|
|
2016
Q4 | $330K | Buy |
2,806
+426
| +18% | +$50.1K | 0.1% | 79 |
|
|
2016
Q3 | $245K | Buy |
+2,380
| New | +$245K | 0.08% | 86 |
|
|
2015
Q3 | – | Sell |
-2,534
| Closed | -$244K | – | 65 |
|
|
2015
Q2 | $244K | Buy |
+2,534
| New | +$244K | 0.12% | 60 |
|