Semmax 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 | $941K | Buy |
6,068
+483
| +9% | +$74.9K | 0.24% | 97 |
|
|
2025
Q1 | $774K | Sell |
5,585
-32
| -0.6% | -$4.43K | 0.21% | 102 |
|
|
2024
Q4 | $876K | Buy |
5,617
+274
| +5% | +$42.7K | 0.23% | 103 |
|
|
2024
Q3 | $830K | Buy |
5,343
+134
| +3% | +$20.8K | 0.23% | 97 |
|
|
2024
Q2 | $751K | Buy |
5,209
+932
| +22% | +$134K | 0.23% | 98 |
|
|
2024
Q1 | $704K | Buy |
4,277
+590
| +16% | +$97.1K | 0.23% | 92 |
|
|
2023
Q4 | $555K | Buy |
3,687
+400
| +12% | +$60.2K | 0.2% | 88 |
|
|
2023
Q3 | $473K | Buy |
+3,287
| New | +$473K | 0.19% | 83 |
|
|
2022
Q4 | $91K | Hold |
506
| – | – | 0.04% | 100 |
|
|
2022
Q3 | $94K | Hold |
506
| – | – | 0.04% | 97 |
|
|
2022
Q2 | $79K | Sell |
506
-54
| -10% | -$8.43K | 0.03% | 104 |
|
|
2022
Q1 | $91K | Hold |
560
| – | – | 0.04% | 115 |
|
|
2021
Q4 | $66K | Buy |
560
+1
| +0.2% | +$118 | 0.02% | 120 |
|
|
2021
Q3 | $57K | Hold |
559
| – | – | 0.02% | 120 |
|
|
2021
Q2 | $59K | Buy |
559
+1
| +0.2% | +$106 | 0.02% | 120 |
|
|
2021
Q1 | $58K | Buy |
558
+52
| +10% | +$5.41K | 0.02% | 121 |
|
|
2020
Q4 | $43K | Sell |
506
-255
| -34% | -$21.7K | 0.02% | 129 |
|
|
2020
Q3 | $55K | Hold |
761
| – | – | 0.03% | 110 |
|
|
2020
Q2 | $68K | Sell |
761
-11
| -1% | -$983 | 0.04% | 103 |
|
|
2020
Q1 | $56K | Sell |
772
-13
| -2% | -$943 | 0.04% | 106 |
|
|
2019
Q4 | $95K | Sell |
785
-14
| -2% | -$1.69K | 0.05% | 101 |
|
|
2019
Q3 | $95K | Sell |
799
-66
| -8% | -$7.85K | 0.06% | 98 |
|
|
2019
Q2 | $108K | Sell |
865
-4,485
| -84% | -$560K | 0.07% | 97 |
|
|
2019
Q1 | $659K | Buy |
5,350
+1,786
| +50% | +$220K | 0.46% | 60 |
|
|
2018
Q4 | $388K | Buy |
+3,564
| New | +$388K | 0.3% | 75 |
|