Transamerica 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 | $1.38M | Sell |
9,660
-1,349
| -12% | -$193K | 0.13% | 124 |
|
|
2025
Q1 | $1.84M | Buy |
11,009
+161
| +1% | +$26.9K | 0.19% | 110 |
|
|
2024
Q4 | $1.57M | Buy |
10,848
+6,331
| +140% | +$917K | 0.16% | 118 |
|
|
2024
Q3 | $666K | Sell |
4,517
-12,168
| -73% | -$1.79M | 0.07% | 182 |
|
|
2024
Q2 | $2.61M | Hold |
16,685
| – | – | 0.28% | 88 |
|
|
2024
Q1 | $2.63M | Buy |
16,685
+9,788
| +142% | +$1.54M | 0.27% | 98 |
|
|
2023
Q4 | $1.03M | Sell |
6,897
-1,713
| -20% | -$256K | 0.14% | 103 |
|
|
2023
Q3 | $1.45M | Sell |
8,610
-618
| -7% | -$104K | 0.2% | 88 |
|
|
2023
Q2 | $1.45M | Buy |
9,228
+516
| +6% | +$81.2K | 0.19% | 99 |
|
|
2023
Q1 | $1.42M | Sell |
8,712
-4,372
| -33% | -$714K | 0.19% | 95 |
|
|
2022
Q4 | $2.35M | Sell |
13,084
-1,707
| -12% | -$306K | 0.33% | 53 |
|
|
2022
Q3 | $2.13M | Buy |
14,791
+10,082
| +214% | +$1.45M | 0.31% | 55 |
|
|
2022
Q2 | $682K | Buy |
+4,709
| New | +$682K | 0.1% | 147 |
|
|
2021
Q2 | – | Sell |
-8
| Closed | -$1K | – | 211 |
|
|
2021
Q1 | $1K | Buy |
+8
| New | +$1K | 0.02% | 134 |
|
|
2020
Q3 | – | Sell |
-5
| Closed | -$1K | – | 229 |
|
|
2020
Q2 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 347 |
|
|
2019
Q3 | – | Sell |
-368
| Closed | -$46K | – | 170 |
|
|
2019
Q2 | $46K | Buy |
+368
| New | +$46K | 0.01% | 254 |
|
|
2019
Q1 | – | Sell |
-373
| Closed | -$41K | – | 159 |
|
|
2018
Q4 | $41K | Sell |
373
-105
| -22% | -$11.5K | 0.01% | 221 |
|
|
2018
Q3 | $59K | Sell |
478
-26
| -5% | -$3.21K | 0.01% | 220 |
|
|
2018
Q2 | $64K | Sell |
504
-4
| -0.8% | -$508 | 0.01% | 218 |
|
|
2018
Q1 | $58K | Sell |
508
-3,964
| -89% | -$453K | 0.01% | 227 |
|
|
2017
Q4 | $560K | Buy |
4,472
+37
| +0.8% | +$4.63K | 0.07% | 192 |
|
|
2017
Q3 | $522K | Sell |
4,435
-126
| -3% | -$14.8K | 0.06% | 190 |
|
|
2017
Q2 | $476K | Sell |
4,561
-12,144
| -73% | -$1.27M | 0.06% | 185 |
|
|
2017
Q1 | $1.79M | Buy |
16,705
+61
| +0.4% | +$6.55K | 0.21% | 128 |
|
|
2016
Q4 | $1.96M | Buy |
16,644
+142
| +0.9% | +$16.7K | 0.23% | 115 |
|
|
2016
Q3 | $1.7M | Buy |
16,502
+1,451
| +10% | +$149K | 0.18% | 125 |
|
|
2016
Q2 | $1.58M | Sell |
15,051
-17,470
| -54% | -$1.83M | 0.16% | 129 |
|
|
2016
Q1 | $3.1M | Buy |
32,521
+8,378
| +35% | +$799K | 0.26% | 85 |
|
|
2015
Q4 | $2.17M | Buy |
24,143
+959
| +4% | +$86.3K | 0.16% | 117 |
|
|
2015
Q3 | $1.83M | Sell |
23,184
-2,976
| -11% | -$235K | 0.15% | 115 |
|
|
2015
Q2 | $2.52M | Buy |
26,160
+1,375
| +6% | +$133K | 0.18% | 109 |
|
|
2015
Q1 | $2.6M | Buy |
24,785
+1,732
| +8% | +$182K | 0.18% | 104 |
|
|
2014
Q4 | $2.59M | Buy |
23,053
+1,897
| +9% | +$213K | 0.2% | 69 |
|
|
2014
Q3 | $2.53M | Buy |
21,156
+11,611
| +122% | +$1.39M | 0.23% | 62 |
|
|
2014
Q2 | $1.25M | Buy |
9,545
+1,579
| +20% | +$206K | 0.11% | 110 |
|
|
2014
Q1 | $948K | Sell |
7,966
-3,500
| -31% | -$417K | 0.09% | 107 |
|
|
2013
Q4 | $1.43M | Sell |
11,466
-531
| -4% | -$66.4K | 0.16% | 78 |
|
|
2013
Q3 | $1.46M | Buy |
11,997
+885
| +8% | +$108K | 0.19% | 72 |
|
|
2013
Q2 | $1.32M | Buy |
+11,112
| New | +$1.32M | 0.22% | 51 |
|