XF
XML Financial’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.54M | Buy |
45,658
+77
| +0.2% | +$11K | 0.57% | 50 |
|
|
2025
Q1 | $7.63M | Buy |
45,581
+145
| +0.3% | +$24.3K | 0.71% | 39 |
|
|
2024
Q4 | $6.58M | Buy |
45,436
+255
| +0.6% | +$36.9K | 0.6% | 49 |
|
|
2024
Q3 | $6.65M | Buy |
45,181
+2,510
| +6% | +$370K | 0.62% | 48 |
|
|
2024
Q2 | $6.67M | Buy |
42,671
+262
| +0.6% | +$41K | 0.67% | 41 |
|
|
2024
Q1 | $6.69M | Sell |
42,409
-3,761
| -8% | -$593K | 0.69% | 40 |
|
|
2023
Q4 | $6.89M | Buy |
46,170
+3,332
| +8% | +$497K | 0.73% | 42 |
|
|
2023
Q3 | $7.22M | Buy |
42,838
+2,616
| +7% | +$441K | 0.87% | 32 |
|
|
2023
Q2 | $6.33M | Buy |
40,222
+1,082
| +3% | +$170K | 0.73% | 40 |
|
|
2023
Q1 | $6.39M | Buy |
39,140
+385
| +1% | +$62.8K | 0.78% | 41 |
|
|
2022
Q4 | $6.96M | Sell |
38,755
-27,354
| -41% | -$4.91M | 0.87% | 38 |
|
|
2022
Q3 | $9.5M | Buy |
66,109
+26,978
| +69% | +$3.88M | 1.32% | 15 |
|
|
2022
Q2 | $5.67M | Sell |
39,131
-28,013
| -42% | -$4.06M | 1.28% | 24 |
|
|
2022
Q1 | $10.9M | Sell |
67,144
-9,185
| -12% | -$1.5M | 1.3% | 13 |
|
|
2021
Q4 | $8.96M | Buy |
76,329
+455
| +0.6% | +$53.4K | 1.08% | 23 |
|
|
2021
Q3 | $7.7M | Buy |
75,874
+30,360
| +67% | +$3.08M | 1.03% | 24 |
|
|
2021
Q2 | $4.77M | Buy |
45,514
+2,592
| +6% | +$271K | 1.05% | 24 |
|
|
2021
Q1 | $4.5M | Buy |
42,922
+3,176
| +8% | +$333K | 1.1% | 23 |
|
|
2020
Q4 | $3.36M | Buy |
39,746
+24,451
| +160% | +$2.07M | 0.87% | 29 |
|
|
2020
Q3 | $1.1M | Buy |
15,295
+6,378
| +72% | +$459K | 0.34% | 66 |
|
|
2020
Q2 | $796K | Buy |
8,917
+4,487
| +101% | +$401K | 0.28% | 74 |
|
|
2020
Q1 | $321K | Buy |
4,430
+152
| +4% | +$11K | 0.14% | 114 |
|
|
2019
Q4 | $516K | Buy |
+4,278
| New | +$516K | 0.19% | 98 |
|