United Capital 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 | $34.2M | Sell |
238,890
-8,996
| -4% | -$1.29M | 0.28% | 80 |
|
|
2025
Q1 | $41.5M | Sell |
247,886
-1,631
| -0.7% | -$273K | 0.35% | 62 |
|
|
2024
Q4 | $36.1M | Buy |
249,517
+2,615
| +1% | +$379K | 0.31% | 73 |
|
|
2024
Q3 | $36.4M | Sell |
246,902
-13,326
| -5% | -$1.96M | 0.3% | 73 |
|
|
2024
Q2 | $40.7M | Sell |
260,228
-21,511
| -8% | -$3.36M | 0.35% | 58 |
|
|
2024
Q1 | $44.4M | Sell |
281,739
-24,615
| -8% | -$3.88M | 0.37% | 62 |
|
|
2023
Q4 | $45.7M | Sell |
306,354
-230,197
| -43% | -$34.3M | 0.38% | 57 |
|
|
2023
Q3 | $90.5M | Sell |
536,551
-23,841
| -4% | -$4.02M | 0.59% | 33 |
|
|
2023
Q2 | $88.2M | Sell |
560,392
-17,569
| -3% | -$2.76M | 0.48% | 39 |
|
|
2023
Q1 | $94.3M | Sell |
577,961
-106,664
| -16% | -$17.4M | 0.53% | 34 |
|
|
2022
Q4 | $123M | Buy |
684,625
+1,956
| +0.3% | +$351K | 0.69% | 26 |
|
|
2022
Q3 | $98.1M | Sell |
682,669
-10,455
| -2% | -$1.5M | 0.58% | 35 |
|
|
2022
Q2 | $100M | Sell |
693,124
-18,065
| -3% | -$2.62M | 0.55% | 33 |
|
|
2022
Q1 | $116M | Sell |
711,189
-75,463
| -10% | -$12.3M | 0.56% | 32 |
|
|
2021
Q4 | $92.3M | Buy |
786,652
+9,325
| +1% | +$1.09M | 0.43% | 42 |
|
|
2021
Q3 | $78.9M | Buy |
777,327
+5,994
| +0.8% | +$608K | 0.39% | 49 |
|
|
2021
Q2 | $80.8M | Sell |
771,333
-15,882
| -2% | -$1.66M | 0.41% | 47 |
|
|
2021
Q1 | $82.5M | Buy |
787,215
+66,664
| +9% | +$6.99M | 0.46% | 44 |
|
|
2020
Q4 | $60.9M | Sell |
720,551
-6,410
| -0.9% | -$541K | 0.37% | 59 |
|
|
2020
Q3 | $52.3M | Sell |
726,961
-12,903
| -2% | -$929K | 0.34% | 66 |
|
|
2020
Q2 | $66M | Sell |
739,864
-9,791
| -1% | -$874K | 0.48% | 44 |
|
|
2020
Q1 | $54.3M | Sell |
749,655
-21,079
| -3% | -$1.53M | 0.45% | 50 |
|
|
2019
Q4 | $92.9M | Buy |
770,734
+39,692
| +5% | +$4.78M | 0.6% | 24 |
|
|
2019
Q3 | $86.7M | Sell |
731,042
-34,993
| -5% | -$4.15M | 0.61% | 23 |
|
|
2019
Q2 | $95.3M | Buy |
766,035
+13,097
| +2% | +$1.63M | 0.62% | 23 |
|
|
2019
Q1 | $92.7M | Sell |
752,938
-13,393
| -2% | -$1.65M | 0.65% | 22 |
|
|
2018
Q4 | $83.4M | Buy |
766,331
+16,191
| +2% | +$1.76M | 0.66% | 23 |
|
|
2018
Q3 | $91.7M | Buy |
750,140
+33,215
| +5% | +$4.06M | 0.64% | 21 |
|
|
2018
Q2 | $90.6M | Sell |
716,925
-17,116
| -2% | -$2.16M | 0.68% | 18 |
|
|
2018
Q1 | $83.7M | Buy |
734,041
+25,576
| +4% | +$2.92M | 0.64% | 21 |
|
|
2017
Q4 | $89M | Buy |
708,465
+22,234
| +3% | +$2.79M | 0.7% | 18 |
|
|
2017
Q3 | $80.6M | Sell |
686,231
-6,274
| -0.9% | -$737K | 0.68% | 20 |
|
|
2017
Q2 | $72.2M | Sell |
692,505
-2,549
| -0.4% | -$266K | 0.65% | 20 |
|
|
2017
Q1 | $74.6M | Buy |
695,054
+3,303
| +0.5% | +$355K | 0.7% | 17 |
|
|
2016
Q4 | $81.4M | Sell |
691,751
-2,868
| -0.4% | -$338K | 0.79% | 15 |
|
|
2016
Q3 | $71.5M | Buy |
694,619
+14,968
| +2% | +$1.54M | 0.69% | 21 |
|
|
2016
Q2 | $71.4M | Buy |
679,651
+785
| +0.1% | +$82.4K | 0.73% | 19 |
|
|
2016
Q1 | $64.8M | Sell |
678,866
-694
| -0.1% | -$66.2K | 0.71% | 20 |
|
|
2015
Q4 | $61.1M | Buy |
679,560
+30,492
| +5% | +$2.74M | 0.7% | 25 |
|
|
2015
Q3 | $51.2M | Sell |
649,068
-19,161
| -3% | -$1.51M | 0.61% | 23 |
|
|
2015
Q2 | $64.5M | Buy |
668,229
+17,870
| +3% | +$1.72M | 0.75% | 20 |
|
|
2015
Q1 | $72.2M | Buy |
650,359
+249,977
| +62% | +$27.8M | 0.88% | 13 |
|
|
2014
Q4 | $44.9M | Buy |
400,382
+25,447
| +7% | +$2.85M | 0.67% | 29 |
|
|
2014
Q3 | $44.7M | Sell |
374,935
-607
| -0.2% | -$72.4K | 0.78% | 20 |
|
|
2014
Q2 | $49M | Buy |
375,542
+27,743
| +8% | +$3.62M | 0.91% | 16 |
|
|
2014
Q1 | $41.4M | Buy |
347,799
+120,167
| +53% | +$14.3M | 0.88% | 20 |
|
|
2013
Q4 | $28.4M | Buy |
227,632
+132,257
| +139% | +$16.5M | 0.97% | 17 |
|
|
2013
Q3 | $11.6M | Sell |
95,375
-214,327
| -69% | -$26M | 0.37% | 61 |
|
|
2013
Q2 | $36.7M | Buy |
+309,702
| New | +$36.7M | 0.97% | 26 |
|