Tiemann Investment Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,250
| Closed | -$211K | – | 187 |
|
|
2023
Q3 | $211K | Sell |
1,250
-100
| -7% | -$16.9K | 0.11% | 174 |
|
|
2023
Q2 | $212K | Sell |
1,350
-100
| -7% | -$15.7K | 0.11% | 179 |
|
|
2023
Q1 | $237K | Sell |
1,450
-100
| -6% | -$16.3K | 0.13% | 173 |
|
|
2022
Q4 | $278K | Sell |
1,550
-30
| -2% | -$5.39K | 0.16% | 143 |
|
|
2022
Q3 | $227K | Sell |
1,580
-1,000
| -39% | -$144K | 0.15% | 151 |
|
|
2022
Q2 | $374K | Hold |
2,580
| – | – | 0.2% | 116 |
|
|
2022
Q1 | $420K | Sell |
2,580
-75
| -3% | -$12.2K | 0.19% | 114 |
|
|
2021
Q4 | $312K | Buy |
2,655
+382
| +17% | +$44.9K | 0.13% | 161 |
|
|
2021
Q3 | $231K | Sell |
2,273
-800
| -26% | -$81.3K | 0.11% | 182 |
|
|
2021
Q2 | $322K | Sell |
3,073
-194
| -6% | -$20.3K | 0.15% | 149 |
|
|
2021
Q1 | $342K | Buy |
3,267
+29
| +0.9% | +$3.04K | 0.17% | 138 |
|
|
2020
Q4 | $273K | Sell |
3,238
-235
| -7% | -$19.8K | 0.15% | 158 |
|
|
2020
Q3 | $250K | Sell |
3,473
-175
| -5% | -$12.6K | 0.15% | 150 |
|
|
2020
Q2 | $326K | Sell |
3,648
-200
| -5% | -$17.9K | 0.22% | 113 |
|
|
2020
Q1 | $279K | Sell |
3,848
-1,178
| -23% | -$85.4K | 0.24% | 107 |
|
|
2019
Q4 | $606K | Sell |
5,026
-941
| -16% | -$113K | 0.41% | 64 |
|
|
2019
Q3 | $708K | Sell |
5,967
-145
| -2% | -$17.2K | 0.51% | 54 |
|
|
2019
Q2 | $761K | Sell |
6,112
-265
| -4% | -$33K | 0.55% | 52 |
|
|
2019
Q1 | $786K | Sell |
6,377
-315
| -5% | -$38.8K | 0.6% | 51 |
|
|
2018
Q4 | $728K | Sell |
6,692
-35
| -0.5% | -$3.81K | 0.65% | 50 |
|
|
2018
Q3 | $823K | Buy |
6,727
+146
| +2% | +$17.9K | 0.63% | 52 |
|
|
2018
Q2 | $832K | Sell |
6,581
-50
| -0.8% | -$6.32K | 0.67% | 48 |
|
|
2018
Q1 | $756K | Sell |
6,631
-855
| -11% | -$97.5K | 0.61% | 50 |
|
|
2017
Q4 | $937K | Sell |
7,486
-25
| -0.3% | -$3.13K | 0.75% | 38 |
|
|
2017
Q3 | $883K | Sell |
7,511
-50
| -0.7% | -$5.88K | 0.75% | 38 |
|
|
2017
Q2 | $789K | Buy |
7,561
+300
| +4% | +$31.3K | 0.71% | 42 |
|
|
2017
Q1 | $780K | Sell |
7,261
-205
| -3% | -$22K | 0.72% | 41 |
|
|
2016
Q4 | $879K | Sell |
7,466
-190
| -2% | -$22.4K | 0.86% | 36 |
|
|
2016
Q3 | $788K | Buy |
7,656
+55
| +0.7% | +$5.66K | 0.72% | 42 |
|
|
2016
Q2 | $797K | Sell |
7,601
-64
| -0.8% | -$6.71K | 0.75% | 40 |
|
|
2016
Q1 | $731K | Sell |
7,665
-126
| -2% | -$12K | 0.72% | 42 |
|
|
2015
Q4 | $701K | Sell |
7,791
-195
| -2% | -$17.5K | 0.71% | 42 |
|
|
2015
Q3 | $630K | Sell |
7,986
-590
| -7% | -$46.5K | 0.69% | 45 |
|
|
2015
Q2 | $827K | Sell |
8,576
-200
| -2% | -$19.3K | 0.85% | 34 |
|
|
2015
Q1 | $921K | Sell |
8,776
-500
| -5% | -$52.5K | 0.96% | 25 |
|
|
2014
Q4 | $1.04M | Sell |
9,276
-180
| -2% | -$20.2K | 1.12% | 21 |
|
|
2014
Q3 | $1.13M | Sell |
9,456
-200
| -2% | -$23.9K | 1.26% | 15 |
|
|
2014
Q2 | $1.26M | Sell |
9,656
-415
| -4% | -$54.2K | 1.4% | 14 |
|
|
2014
Q1 | $1.2M | Sell |
10,071
-775
| -7% | -$92.2K | 1.34% | 14 |
|
|
2013
Q4 | $1.36M | Buy |
+10,846
| New | +$1.36M | 1.6% | 11 |
|