Appleton 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 | $396K | Sell |
2,769
-915
| -25% | -$131K | 0.03% | 203 |
|
|
2025
Q1 | $616K | Buy |
3,684
+411
| +13% | +$68.7K | 0.05% | 163 |
|
|
2024
Q4 | $474K | Buy |
3,273
+58
| +2% | +$8.4K | 0.04% | 179 |
|
|
2024
Q3 | $473K | Sell |
3,215
-1,494
| -32% | -$220K | 0.03% | 184 |
|
|
2024
Q2 | $737K | Sell |
4,709
-310
| -6% | -$48.5K | 0.06% | 145 |
|
|
2024
Q1 | $792K | Sell |
5,019
-757
| -13% | -$119K | 0.06% | 146 |
|
|
2023
Q4 | $862K | Buy |
5,776
+18
| +0.3% | +$2.69K | 0.07% | 146 |
|
|
2023
Q3 | $971K | Sell |
5,758
-815
| -12% | -$137K | 0.09% | 133 |
|
|
2023
Q2 | $1.03M | Sell |
6,573
-35
| -0.5% | -$5.51K | 0.09% | 138 |
|
|
2023
Q1 | $1.08M | Buy |
6,608
+695
| +12% | +$113K | 0.1% | 144 |
|
|
2022
Q4 | $1.06M | Sell |
5,913
-87
| -1% | -$15.6K | 0.1% | 147 |
|
|
2022
Q3 | $862K | Buy |
6,000
+541
| +10% | +$77.7K | 0.09% | 155 |
|
|
2022
Q2 | $790K | Buy |
5,459
+16
| +0.3% | +$2.32K | 0.07% | 165 |
|
|
2022
Q1 | $886K | Sell |
5,443
-482
| -8% | -$78.5K | 0.07% | 170 |
|
|
2021
Q4 | $695K | Buy |
5,925
+322
| +6% | +$37.8K | 0.05% | 188 |
|
|
2021
Q3 | $568K | Sell |
5,603
-385
| -6% | -$39K | 0.05% | 196 |
|
|
2021
Q2 | $627K | Buy |
5,988
+167
| +3% | +$17.5K | 0.05% | 185 |
|
|
2021
Q1 | $610K | Buy |
5,821
+193
| +3% | +$20.2K | 0.06% | 183 |
|
|
2020
Q4 | $475K | Sell |
5,628
-1,012
| -15% | -$85.4K | 0.05% | 185 |
|
|
2020
Q3 | $478K | Sell |
6,640
-29
| -0.4% | -$2.09K | 0.05% | 182 |
|
|
2020
Q2 | $595K | Sell |
6,669
-605
| -8% | -$54K | 0.07% | 162 |
|
|
2020
Q1 | $527K | Sell |
7,274
-451
| -6% | -$32.7K | 0.07% | 163 |
|
|
2019
Q4 | $931K | Hold |
7,725
| – | – | 0.1% | 152 |
|
|
2019
Q3 | $916K | Sell |
7,725
-94
| -1% | -$11.1K | 0.11% | 146 |
|
|
2019
Q2 | $973K | Buy |
7,819
+157
| +2% | +$19.5K | 0.12% | 144 |
|
|
2019
Q1 | $944K | Sell |
7,662
-2
| -0% | -$246 | 0.13% | 139 |
|
|
2018
Q4 | $834K | Buy |
7,664
+187
| +3% | +$20.3K | 0.12% | 142 |
|
|
2018
Q3 | $914K | Sell |
7,477
-358
| -5% | -$43.8K | 0.12% | 148 |
|
|
2018
Q2 | $991K | Buy |
7,835
+247
| +3% | +$31.2K | 0.14% | 141 |
|
|
2018
Q1 | $865K | Buy |
7,588
+195
| +3% | +$22.2K | 0.13% | 150 |
|
|
2017
Q4 | $926K | Sell |
7,393
-46
| -0.6% | -$5.76K | 0.14% | 138 |
|
|
2017
Q3 | $874K | Sell |
7,439
-568
| -7% | -$66.7K | 0.15% | 135 |
|
|
2017
Q2 | $835K | Sell |
8,007
-387
| -5% | -$40.4K | 0.14% | 138 |
|
|
2017
Q1 | $901K | Sell |
8,394
-44
| -0.5% | -$4.72K | 0.17% | 126 |
|
|
2016
Q4 | $993K | Buy |
8,438
+405
| +5% | +$47.7K | 0.2% | 119 |
|
|
2016
Q3 | $827K | Sell |
8,033
-875
| -10% | -$90.1K | 0.16% | 131 |
|
|
2016
Q2 | $934K | Sell |
8,908
-675
| -7% | -$70.8K | 0.19% | 106 |
|
|
2016
Q1 | $914K | Sell |
9,583
-2,415
| -20% | -$230K | 0.18% | 104 |
|
|
2015
Q4 | $1.08M | Sell |
11,998
-3,248
| -21% | -$292K | 0.21% | 99 |
|
|
2015
Q3 | $1.2M | Sell |
15,246
-4,820
| -24% | -$380K | 0.27% | 85 |
|
|
2015
Q2 | $1.94M | Buy |
20,066
+3,414
| +21% | +$329K | 0.43% | 67 |
|
|
2015
Q1 | $1.75M | Sell |
16,652
-375
| -2% | -$39.4K | 0.39% | 67 |
|
|
2014
Q4 | $1.91M | Sell |
17,027
-977
| -5% | -$110K | 0.44% | 62 |
|
|
2014
Q3 | $2.15M | Buy |
18,004
+483
| +3% | +$57.6K | 0.5% | 56 |
|
|
2014
Q2 | $2.29M | Buy |
17,521
+89
| +0.5% | +$11.6K | 0.53% | 57 |
|
|
2014
Q1 | $2.07M | Buy |
17,432
+492
| +3% | +$58.5K | 0.49% | 57 |
|
|
2013
Q4 | $2.12M | Sell |
16,940
-60
| -0.4% | -$7.5K | 0.51% | 54 |
|
|
2013
Q3 | $2.07M | Buy |
17,000
+3,942
| +30% | +$479K | 0.55% | 54 |
|
|
2013
Q2 | $1.55M | Buy |
+13,058
| New | +$1.55M | 0.45% | 55 |
|