Quad-Cities Investment Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $207K | Buy |
+1,448
| New | +$207K | 0.09% | 171 |
|
2024
Q3 | – | Sell |
-1,377
| Closed | -$215K | – | 186 |
|
2024
Q2 | $215K | Hold |
1,377
| – | – | 0.12% | 157 |
|
2024
Q1 | $217K | Hold |
1,377
| – | – | 0.13% | 156 |
|
2023
Q4 | $206K | Hold |
1,377
| – | – | 0.13% | 158 |
|
2023
Q3 | $232K | Hold |
1,377
| – | – | 0.16% | 143 |
|
2023
Q2 | $217K | Hold |
1,377
| – | – | 0.14% | 153 |
|
2023
Q1 | $225K | Hold |
1,377
| – | – | 0.16% | 146 |
|
2022
Q4 | $247K | Sell |
1,377
-335
| -20% | -$60.1K | 0.18% | 135 |
|
2022
Q3 | $246K | Hold |
1,712
| – | – | 0.19% | 130 |
|
2022
Q2 | $248K | Buy |
1,712
+65
| +4% | +$9.42K | 0.18% | 130 |
|
2022
Q1 | $268K | Buy |
+1,647
| New | +$268K | 0.17% | 139 |
|
2020
Q1 | – | Sell |
-1,753
| Closed | -$210K | – | 154 |
|
2019
Q4 | $210K | Hold |
1,753
| – | – | 0.2% | 137 |
|
2019
Q3 | $209K | Hold |
1,753
| – | – | 0.18% | 131 |
|
2019
Q2 | $218K | Buy |
1,753
+34
| +2% | +$4.23K | 0.19% | 117 |
|
2019
Q1 | $212K | Hold |
1,719
| – | – | 0.19% | 119 |
|
2018
Q4 | $188K | Hold |
1,719
| – | – | 0.19% | 114 |
|
2018
Q3 | $210K | Hold |
1,719
| – | – | 0.18% | 122 |
|
2018
Q2 | $216K | Buy |
+1,719
| New | +$216K | 0.2% | 114 |
|