Sequoia 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 | $19.8M | Buy |
138,070
+3,611
| +3% | +$517K | 0.14% | 117 |
|
|
2025
Q1 | $22.5M | Buy |
134,459
+3,932
| +3% | +$658K | 0.17% | 114 |
|
|
2024
Q4 | $18.9M | Buy |
130,527
+9,409
| +8% | +$1.36M | 0.18% | 113 |
|
|
2024
Q3 | $17.8M | Buy |
121,118
+15,981
| +15% | +$2.35M | 0.19% | 108 |
|
|
2024
Q2 | $16.4M | Buy |
105,137
+1,151
| +1% | +$180K | 0.2% | 102 |
|
|
2024
Q1 | $16.4M | Buy |
103,986
+36,338
| +54% | +$5.73M | 0.2% | 103 |
|
|
2023
Q4 | $10.1M | Buy |
67,648
+18,280
| +37% | +$2.73M | 0.13% | 143 |
|
|
2023
Q3 | $8.32M | Sell |
49,368
-1,838
| -4% | -$310K | 0.15% | 112 |
|
|
2023
Q2 | $8.06M | Buy |
51,206
+3,723
| +8% | +$586K | 0.14% | 118 |
|
|
2023
Q1 | $7.75M | Sell |
47,483
-43,783
| -48% | -$7.14M | 0.17% | 112 |
|
|
2022
Q4 | $16.4M | Sell |
91,266
-3,633
| -4% | -$652K | 0.4% | 49 |
|
|
2022
Q3 | $13.6M | Sell |
94,899
-8,116
| -8% | -$1.17M | 0.43% | 42 |
|
|
2022
Q2 | $14.9M | Buy |
103,015
+5,143
| +5% | +$745K | 0.42% | 41 |
|
|
2022
Q1 | $15.9M | Sell |
97,872
-34,736
| -26% | -$5.66M | 0.4% | 41 |
|
|
2021
Q4 | $15.6M | Buy |
132,608
+108,066
| +440% | +$12.7M | 0.42% | 37 |
|
|
2021
Q3 | $2.49M | Sell |
24,542
-82,411
| -77% | -$8.36M | 0.25% | 62 |
|
|
2021
Q2 | $11.2M | Buy |
106,953
+20,802
| +24% | +$2.18M | 0.41% | 43 |
|
|
2021
Q1 | $9.03M | Buy |
86,151
+51,958
| +152% | +$5.44M | 0.38% | 44 |
|
|
2020
Q4 | $2.89M | Buy |
34,193
+6,592
| +24% | +$557K | 0.13% | 98 |
|
|
2020
Q3 | $1.99M | Buy |
27,601
+13,935
| +102% | +$1M | 0.1% | 108 |
|
|
2020
Q2 | $1.22M | Buy |
13,666
+937
| +7% | +$83.6K | 0.07% | 131 |
|
|
2020
Q1 | $922K | Sell |
12,729
-3,460
| -21% | -$251K | 0.07% | 129 |
|
|
2019
Q4 | $1.95M | Buy |
16,189
+145
| +0.9% | +$17.5K | 0.12% | 97 |
|
|
2019
Q3 | $1.9M | Buy |
16,044
+591
| +4% | +$70.1K | 0.14% | 87 |
|
|
2019
Q2 | $1.92M | Buy |
15,453
+806
| +6% | +$100K | 0.14% | 88 |
|
|
2019
Q1 | $1.8M | Buy |
14,647
+5,135
| +54% | +$632K | 0.15% | 87 |
|
|
2018
Q4 | $1.04M | Buy |
9,512
+379
| +4% | +$41.2K | 0.12% | 99 |
|
|
2018
Q3 | $1.12M | Sell |
9,133
-550
| -6% | -$67.3K | 0.11% | 107 |
|
|
2018
Q2 | $1.22M | Buy |
9,683
+837
| +9% | +$106K | 0.13% | 96 |
|
|
2018
Q1 | $1.01M | Sell |
8,846
-3,204
| -27% | -$365K | 0.11% | 110 |
|
|
2017
Q4 | $1.51M | Buy |
12,050
+3,094
| +35% | +$387K | 0.16% | 89 |
|
|
2017
Q3 | $1.05M | Buy |
8,956
+455
| +5% | +$53.4K | 0.12% | 103 |
|
|
2017
Q2 | $887K | Buy |
8,501
+899
| +12% | +$93.8K | 0.11% | 115 |
|
|
2017
Q1 | $816K | Sell |
7,602
-191
| -2% | -$20.5K | 0.1% | 115 |
|
|
2016
Q4 | $917K | Buy |
7,793
+880
| +13% | +$104K | 0.13% | 108 |
|
|
2016
Q3 | $712K | Buy |
6,913
+521
| +8% | +$53.7K | 0.13% | 101 |
|
|
2016
Q2 | $670K | Buy |
6,392
+1
| +0% | +$105 | 0.19% | 93 |
|
|
2016
Q1 | $610K | Buy |
6,391
+593
| +10% | +$56.6K | 0.2% | 89 |
|
|
2015
Q4 | $522K | Sell |
5,798
-91
| -2% | -$8.19K | 0.21% | 89 |
|
|
2015
Q3 | $465K | Sell |
5,889
-6
| -0.1% | -$474 | 0.2% | 93 |
|
|
2015
Q2 | $569K | Buy |
5,895
+752
| +15% | +$72.6K | 0.24% | 85 |
|
|
2015
Q1 | $540K | Buy |
5,143
+2,093
| +69% | +$220K | 0.25% | 87 |
|
|
2014
Q4 | $342K | Sell |
3,050
-7
| -0.2% | -$785 | 0.23% | 95 |
|
|
2014
Q3 | $365K | Buy |
3,057
+240
| +9% | +$28.7K | 0.25% | 98 |
|
|
2014
Q2 | $368K | Sell |
2,817
-310
| -10% | -$40.5K | 0.28% | 84 |
|
|
2014
Q1 | $372K | Buy |
3,127
+501
| +19% | +$59.6K | 0.31% | 86 |
|
|
2013
Q4 | $328K | Buy |
+2,626
| New | +$328K | 0.27% | 92 |
|