Anchor Investment Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.11M | Buy |
42,693
+1,567
| +4% | +$224K | 0.54% | 47 |
|
|
2025
Q1 | $6.88M | Buy |
41,126
+332
| +0.8% | +$55.5K | 0.64% | 40 |
|
|
2024
Q4 | $5.91M | Sell |
40,794
-5,556
| -12% | -$805K | 0.55% | 46 |
|
|
2024
Q3 | $6.83M | Buy |
46,350
+4,891
| +12% | +$720K | 0.64% | 40 |
|
|
2024
Q2 | $6.48M | Buy |
41,459
+4,478
| +12% | +$700K | 0.67% | 37 |
|
|
2024
Q1 | $5.83M | Sell |
36,981
-168
| -0.5% | -$26.5K | 0.61% | 42 |
|
|
2023
Q4 | $5.54M | Sell |
37,149
-7
| -0% | -$1.04K | 0.63% | 40 |
|
|
2023
Q3 | $6.27M | Buy |
37,156
+216
| +0.6% | +$36.4K | 0.82% | 31 |
|
|
2023
Q2 | $5.81M | Buy |
36,940
+4,776
| +15% | +$751K | 0.74% | 33 |
|
|
2023
Q1 | $5.25M | Buy |
32,164
+971
| +3% | +$158K | 0.71% | 35 |
|
|
2022
Q4 | $5.6M | Sell |
31,193
-702
| -2% | -$126K | 0.8% | 30 |
|
|
2022
Q3 | $4.58M | Buy |
31,895
+1,050
| +3% | +$151K | 0.71% | 35 |
|
|
2022
Q2 | $4.47M | Sell |
30,845
-604
| -2% | -$87.4K | 0.65% | 40 |
|
|
2022
Q1 | $5.12M | Buy |
31,449
+3,197
| +11% | +$521K | 0.65% | 41 |
|
|
2021
Q4 | $3.32M | Buy |
28,252
+3,467
| +14% | +$407K | 0.41% | 68 |
|
|
2021
Q3 | $2.51M | Buy |
24,785
+1,409
| +6% | +$143K | 0.35% | 77 |
|
|
2021
Q2 | $2.45M | Buy |
23,376
+1,415
| +6% | +$148K | 0.34% | 81 |
|
|
2021
Q1 | $2.3M | Buy |
21,961
+7,461
| +51% | +$782K | 0.35% | 81 |
|
|
2020
Q4 | $1.22M | Buy |
14,500
+20
| +0.1% | +$1.69K | 0.22% | 113 |
|
|
2020
Q3 | $1.04M | Buy |
14,480
+14
| +0.1% | +$1.01K | 0.21% | 114 |
|
|
2020
Q2 | $1.29M | Sell |
14,466
-806
| -5% | -$71.9K | 0.29% | 93 |
|
|
2020
Q1 | $1.11M | Sell |
15,272
-3,071
| -17% | -$223K | 0.29% | 95 |
|
|
2019
Q4 | $2.21M | Sell |
18,343
-472
| -3% | -$56.9K | 0.47% | 65 |
|
|
2019
Q3 | $2.23M | Buy |
18,815
+566
| +3% | +$67.1K | 0.51% | 59 |
|
|
2019
Q2 | $2.27M | Buy |
18,249
+452
| +3% | +$56.2K | 0.54% | 52 |
|
|
2019
Q1 | $2.19M | Buy |
17,797
+194
| +1% | +$23.9K | 0.55% | 49 |
|
|
2018
Q4 | $1.91M | Buy |
17,603
+628
| +4% | +$68.3K | 0.55% | 50 |
|
|
2018
Q3 | $2.08M | Sell |
16,975
-286
| -2% | -$35K | 0.48% | 56 |
|
|
2018
Q2 | $2.18M | Buy |
17,261
+146
| +0.9% | +$18.5K | 0.54% | 48 |
|
|
2018
Q1 | $1.95M | Buy |
17,115
+877
| +5% | +$100K | 0.51% | 54 |
|
|
2017
Q4 | $2.03M | Sell |
16,238
-300
| -2% | -$37.6K | 0.54% | 53 |
|
|
2017
Q3 | $1.94M | Buy |
16,538
+109
| +0.7% | +$12.8K | 0.57% | 49 |
|
|
2017
Q2 | $1.71M | Sell |
16,429
-598
| -4% | -$62.4K | 0.57% | 51 |
|
|
2017
Q1 | $1.83M | Sell |
17,027
-122
| -0.7% | -$13.1K | 0.63% | 47 |
|
|
2016
Q4 | $2.02M | Sell |
17,149
-89
| -0.5% | -$10.5K | 0.75% | 36 |
|
|
2016
Q3 | $1.77M | Sell |
17,238
-147
| -0.8% | -$15.1K | 0.69% | 38 |
|
|
2016
Q2 | $1.82M | Buy |
17,385
+1,113
| +7% | +$117K | 0.72% | 37 |
|
|
2016
Q1 | $1.55M | Buy |
+16,272
| New | +$1.55M | 0.64% | 44 |
|