World 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 | $9.07M | Sell |
63,373
-2,659
| -4% | -$381K | 0.21% | 109 |
|
|
2025
Q1 | $11M | Buy |
66,032
+1,643
| +3% | +$275K | 0.29% | 78 |
|
|
2024
Q4 | $9.33M | Buy |
64,389
+16,846
| +35% | +$2.44M | 0.26% | 87 |
|
|
2024
Q3 | $7M | Buy |
47,543
+11,054
| +30% | +$1.63M | 0.22% | 110 |
|
|
2024
Q2 | $5.71M | Buy |
36,489
+31,334
| +608% | +$4.9M | 0.36% | 60 |
|
|
2024
Q1 | $1.91M | Sell |
5,155
-18,555
| -78% | -$6.87M | 0.27% | 83 |
|
|
2023
Q4 | $3.54M | Buy |
23,710
+12,415
| +110% | +$1.85M | 0.46% | 45 |
|
|
2023
Q3 | $1.9M | Buy |
11,295
+775
| +7% | +$131K | 0.38% | 53 |
|
|
2023
Q2 | $1.66M | Buy |
10,520
+1,257
| +14% | +$198K | 0.32% | 61 |
|
|
2023
Q1 | $1.51M | Sell |
9,263
-243
| -3% | -$39.7K | 0.31% | 61 |
|
|
2022
Q4 | $1.71M | Sell |
9,506
-585
| -6% | -$105K | 0.39% | 51 |
|
|
2022
Q3 | $1.45M | Sell |
10,091
-796
| -7% | -$114K | 0.34% | 47 |
|
|
2022
Q2 | $1.69M | Sell |
10,887
-87
| -0.8% | -$13.5K | 0.36% | 47 |
|
|
2022
Q1 | $1.79M | Sell |
10,974
-247
| -2% | -$40.2K | 0.37% | 49 |
|
|
2021
Q4 | $1.53M | Buy |
11,221
+1,278
| +13% | +$174K | 0.32% | 57 |
|
|
2021
Q3 | $1.01M | Buy |
9,943
+681
| +7% | +$69.1K | 0.23% | 75 |
|
|
2021
Q2 | $970K | Buy |
9,262
+31
| +0.3% | +$3.25K | 0.22% | 76 |
|
|
2021
Q1 | $985K | Buy |
9,231
+204
| +2% | +$21.8K | 0.24% | 74 |
|
|
2020
Q4 | $835K | Buy |
9,027
+104
| +1% | +$9.62K | 0.21% | 83 |
|
|
2020
Q3 | $642K | Buy |
8,923
+547
| +7% | +$39.4K | 0.22% | 73 |
|
|
2020
Q2 | $760K | Buy |
8,376
+95
| +1% | +$8.62K | 0.27% | 61 |
|
|
2020
Q1 | $600K | Sell |
8,281
-526
| -6% | -$38.1K | 0.28% | 58 |
|
|
2019
Q4 | $1.06M | Sell |
8,807
-23
| -0.3% | -$2.77K | 0.41% | 36 |
|
|
2019
Q3 | $1.05M | Sell |
8,830
-31
| -0.3% | -$3.68K | 0.45% | 30 |
|
|
2019
Q2 | $1.07M | Sell |
8,861
-1,486
| -14% | -$179K | 0.47% | 28 |
|
|
2019
Q1 | $1.28M | Sell |
10,347
-321
| -3% | -$39.6K | 0.58% | 27 |
|
|
2018
Q4 | $1.26M | Buy |
+10,668
| New | +$1.26M | 0.57% | 32 |
|