Vista Capital Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $660K | Sell |
4,606
-1,332
| -22% | -$191K | 0.07% | 54 |
|
|
2025
Q1 | $993K | Buy |
5,938
+495
| +9% | +$82.8K | 0.12% | 29 |
|
|
2024
Q4 | $788K | Buy |
5,443
+2,815
| +107% | +$408K | 0.09% | 39 |
|
|
2024
Q3 | $387K | Sell |
2,628
-66
| -2% | -$9.72K | 0.04% | 69 |
|
|
2024
Q2 | $421K | Buy |
2,694
+106
| +4% | +$16.6K | 0.05% | 54 |
|
|
2024
Q1 | $408K | Sell |
2,588
-264
| -9% | -$41.6K | 0.05% | 55 |
|
|
2023
Q4 | $425K | Buy |
2,852
+71
| +3% | +$10.6K | 0.06% | 53 |
|
|
2023
Q3 | $469K | Sell |
2,781
-274
| -9% | -$46.2K | 0.07% | 44 |
|
|
2023
Q2 | $481K | Buy |
3,055
+5
| +0.2% | +$787 | 0.07% | 52 |
|
|
2023
Q1 | $498K | Buy |
3,050
+286
| +10% | +$46.7K | 0.07% | 49 |
|
|
2022
Q4 | $496K | Sell |
2,764
-16
| -0.6% | -$2.87K | 0.08% | 45 |
|
|
2022
Q3 | $399K | Sell |
2,780
-151
| -5% | -$21.7K | 0.07% | 44 |
|
|
2022
Q2 | $424K | Buy |
2,931
+100
| +4% | +$14.5K | 0.07% | 45 |
|
|
2022
Q1 | $461K | Buy |
+2,831
| New | +$461K | 0.06% | 49 |
|
|
2021
Q3 | – | Sell |
-2,199
| Closed | -$230K | – | 80 |
|
|
2021
Q2 | $230K | Buy |
2,199
+115
| +6% | +$12K | 0.03% | 65 |
|
|
2021
Q1 | $218K | Buy |
+2,084
| New | +$218K | 0.03% | 61 |
|
|
2020
Q1 | – | Sell |
-3,051
| Closed | -$367K | – | 53 |
|
|
2019
Q4 | $367K | Sell |
3,051
-247
| -7% | -$29.7K | 0.07% | 46 |
|
|
2019
Q3 | $391K | Buy |
3,298
+571
| +21% | +$67.7K | 0.08% | 44 |
|
|
2019
Q2 | $339K | Buy |
2,727
+318
| +13% | +$39.5K | 0.07% | 45 |
|
|
2019
Q1 | $296K | Buy |
2,409
+5
| +0.2% | +$614 | 0.06% | 41 |
|
|
2018
Q4 | $261K | Buy |
2,404
+684
| +40% | +$74.3K | 0.06% | 43 |
|
|
2018
Q3 | $210K | Sell |
1,720
-719
| -29% | -$87.8K | 0.04% | 54 |
|
|
2018
Q2 | $308K | Buy |
2,439
+232
| +11% | +$29.3K | 0.07% | 41 |
|
|
2018
Q1 | $252K | Sell |
2,207
-96
| -4% | -$11K | 0.06% | 44 |
|
|
2017
Q4 | $288K | Buy |
2,303
+52
| +2% | +$6.5K | 0.07% | 41 |
|
|
2017
Q3 | $264K | Sell |
2,251
-65
| -3% | -$7.62K | 0.06% | 42 |
|
|
2017
Q2 | $242K | Buy |
2,316
+4
| +0.2% | +$418 | 0.06% | 46 |
|
|
2017
Q1 | $248K | Sell |
2,312
-64
| -3% | -$6.87K | 0.06% | 44 |
|
|
2016
Q4 | $269K | Buy |
+2,376
| New | +$269K | 0.07% | 44 |
|