Realta Investment 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 | $484K | Sell |
3,383
-4,225
| -56% | -$605K | 0.19% | 116 |
|
|
2025
Q1 | $1.27M | Sell |
7,608
-1,909
| -20% | -$319K | 0.58% | 43 |
|
|
2024
Q4 | $1.41M | Sell |
9,517
-255
| -3% | -$37.7K | 0.58% | 43 |
|
|
2024
Q3 | $1.48M | Sell |
9,772
-7,607
| -44% | -$1.15M | 0.68% | 37 |
|
|
2024
Q2 | $2.72M | Buy |
17,379
+858
| +5% | +$134K | 0.53% | 32 |
|
|
2024
Q1 | $2.61M | Sell |
16,521
-158
| -0.9% | -$24.9K | 0.54% | 34 |
|
|
2023
Q4 | $2.49M | Buy |
16,679
+693
| +4% | +$103K | 0.56% | 29 |
|
|
2023
Q3 | $2.52M | Sell |
15,986
-772
| -5% | -$121K | 0.58% | 27 |
|
|
2023
Q2 | $2.64M | Sell |
16,758
-2,086
| -11% | -$328K | 0.58% | 24 |
|
|
2023
Q1 | $3.07M | Buy |
18,844
+475
| +3% | +$77.5K | 0.75% | 18 |
|
|
2022
Q4 | $3.3M | Buy |
18,369
+5,149
| +39% | +$924K | 0.8% | 16 |
|
|
2022
Q3 | $1.9M | Sell |
13,220
-208
| -2% | -$29.9K | 0.5% | 39 |
|
|
2022
Q2 | $1.97M | Sell |
13,428
-592
| -4% | -$86.7K | 0.48% | 41 |
|
|
2022
Q1 | $2.28M | Buy |
14,020
+2,947
| +27% | +$480K | 0.45% | 39 |
|
|
2021
Q4 | $1.3M | Buy |
11,073
+1,198
| +12% | +$141K | 0.29% | 80 |
|
|
2021
Q3 | $1M | Sell |
9,875
-76
| -0.8% | -$7.71K | 0.24% | 102 |
|
|
2021
Q2 | $1.04M | Sell |
9,951
-177
| -2% | -$18.5K | 0.25% | 102 |
|
|
2021
Q1 | $1.06M | Sell |
10,128
-249
| -2% | -$26.1K | 0.28% | 92 |
|
|
2020
Q4 | $876K | Sell |
10,377
-1,822
| -15% | -$154K | 0.25% | 95 |
|
|
2020
Q3 | $878K | Buy |
12,199
+2,476
| +25% | +$178K | 0.29% | 81 |
|
|
2020
Q2 | $868K | Buy |
9,723
+239
| +3% | +$21.3K | 0.29% | 85 |
|
|
2020
Q1 | $687K | Sell |
9,484
-285
| -3% | -$20.6K | 0.3% | 85 |
|
|
2019
Q4 | $1.14M | Sell |
9,769
-494
| -5% | -$57.8K | 0.31% | 58 |
|
|
2019
Q3 | $1.22M | Sell |
10,263
-166
| -2% | -$19.7K | 0.33% | 51 |
|
|
2019
Q2 | $1.29M | Buy |
10,429
+5,168
| +98% | +$638K | 0.36% | 50 |
|
|
2019
Q1 | $648K | Buy |
+5,261
| New | +$648K | 0.3% | 102 |
|