Strategic 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 | $247K | Sell |
1,723
-6
| -0.3% | -$859 | 0.02% | 229 |
|
|
2025
Q1 | $289K | Buy |
1,729
+196
| +13% | +$32.8K | 0.03% | 213 |
|
|
2024
Q4 | $222K | Buy |
1,533
+109
| +8% | +$15.8K | 0.02% | 226 |
|
|
2024
Q3 | $210K | Sell |
1,424
-193
| -12% | -$28.4K | 0.02% | 233 |
|
|
2024
Q2 | $253K | Buy |
1,617
+159
| +11% | +$24.9K | 0.03% | 217 |
|
|
2024
Q1 | $230K | Sell |
1,458
-133
| -8% | -$21K | 0.03% | 230 |
|
|
2023
Q4 | $237K | Sell |
1,591
-167
| -9% | -$24.9K | 0.03% | 220 |
|
|
2023
Q3 | $296K | Buy |
1,758
+65
| +4% | +$11K | 0.05% | 203 |
|
|
2023
Q2 | $266K | Sell |
1,693
-40
| -2% | -$6.29K | 0.04% | 173 |
|
|
2023
Q1 | $283K | Sell |
1,733
-157
| -8% | -$25.6K | 0.05% | 208 |
|
|
2022
Q4 | $339K | Buy |
1,890
+184
| +11% | +$33K | 0.07% | 180 |
|
|
2022
Q3 | $245K | Sell |
1,706
-26
| -2% | -$3.73K | 0.06% | 156 |
|
|
2022
Q2 | $251K | Buy |
+1,732
| New | +$251K | 0.05% | 188 |
|
|
2021
Q4 | – | Sell |
-8,431
| Closed | -$855K | – | 188 |
|
|
2021
Q3 | $855K | Buy |
8,431
+24
| +0.3% | +$2.43K | 0.19% | 115 |
|
|
2021
Q2 | $881K | Buy |
8,407
+1,124
| +15% | +$118K | 0.2% | 104 |
|
|
2021
Q1 | $763K | Buy |
7,283
+583
| +9% | +$61.1K | 0.2% | 97 |
|
|
2020
Q4 | $566K | Buy |
6,700
+829
| +14% | +$70K | 0.16% | 115 |
|
|
2020
Q3 | $423K | Sell |
5,871
-300
| -5% | -$21.6K | 0.14% | 102 |
|
|
2020
Q2 | $551K | Buy |
6,171
+476
| +8% | +$42.5K | 0.21% | 86 |
|
|
2020
Q1 | $413K | Sell |
5,695
-1,243
| -18% | -$90.1K | 0.19% | 93 |
|
|
2019
Q4 | $836K | Buy |
6,938
+265
| +4% | +$31.9K | 0.35% | 62 |
|
|
2019
Q3 | $791K | Buy |
6,673
+652
| +11% | +$77.3K | 0.38% | 55 |
|
|
2019
Q2 | $743K | Buy |
6,021
+726
| +14% | +$89.6K | 0.41% | 52 |
|
|
2019
Q1 | $652K | Buy |
5,295
+458
| +9% | +$56.4K | 0.45% | 52 |
|
|
2018
Q4 | $526K | Buy |
+4,837
| New | +$526K | 0.47% | 53 |
|