Aspen 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 | $1.42M | Sell |
9,932
-12
| -0.1% | -$1.72K | 0.6% | 53 |
|
|
2025
Q1 | $1.66M | Buy |
9,944
+25
| +0.3% | +$4.18K | 0.77% | 40 |
|
|
2024
Q4 | $1.44M | Sell |
9,919
-232
| -2% | -$33.6K | 0.67% | 47 |
|
|
2024
Q3 | $1.5M | Sell |
10,151
-55
| -0.5% | -$8.1K | 0.7% | 46 |
|
|
2024
Q2 | $1.6M | Sell |
10,206
-37
| -0.4% | -$5.79K | 0.8% | 38 |
|
|
2024
Q1 | $1.62M | Sell |
10,243
-19
| -0.2% | -$3K | 0.82% | 36 |
|
|
2023
Q4 | $1.53M | Sell |
10,262
-49
| -0.5% | -$7.31K | 0.86% | 37 |
|
|
2023
Q3 | $1.74M | Buy |
10,311
+15
| +0.1% | +$2.53K | 1.05% | 24 |
|
|
2023
Q2 | $1.62M | Sell |
10,296
-98
| -0.9% | -$15.4K | 0.96% | 26 |
|
|
2023
Q1 | $1.7M | Sell |
10,394
-8
| -0.1% | -$1.31K | 1.08% | 24 |
|
|
2022
Q4 | $1.87M | Sell |
10,402
-461
| -4% | -$82.7K | 1.22% | 26 |
|
|
2022
Q3 | $1.56M | Sell |
10,863
-1,899
| -15% | -$273K | 1.04% | 28 |
|
|
2022
Q2 | $1.85M | Buy |
12,762
+435
| +4% | +$63K | 1.16% | 23 |
|
|
2022
Q1 | $2.01M | Buy |
12,327
+1,528
| +14% | +$249K | 1.05% | 26 |
|
|
2021
Q4 | $1.27M | Buy |
10,799
+424
| +4% | +$49.7K | 0.62% | 53 |
|
|
2021
Q3 | $1.05M | Sell |
10,375
-6,623
| -39% | -$672K | 0.56% | 64 |
|
|
2021
Q2 | $1.78M | Buy |
16,998
+2,813
| +20% | +$295K | 0.93% | 31 |
|
|
2021
Q1 | $1.49M | Buy |
14,185
+4,460
| +46% | +$467K | 0.83% | 38 |
|
|
2020
Q4 | $821K | Buy |
9,725
+271
| +3% | +$22.9K | 0.49% | 71 |
|
|
2020
Q3 | $681K | Hold |
9,454
| – | – | 0.45% | 73 |
|
|
2020
Q2 | $844K | Hold |
9,454
| – | – | 0.6% | 55 |
|
|
2020
Q1 | $685K | Sell |
9,454
-200
| -2% | -$14.5K | 0.59% | 55 |
|
|
2019
Q4 | $1.16M | Sell |
9,654
-16
| -0.2% | -$1.93K | 0.72% | 43 |
|
|
2019
Q3 | $1.15M | Buy |
9,670
+50
| +0.5% | +$5.93K | 0.77% | 40 |
|
|
2019
Q2 | $1.2M | Hold |
9,620
| – | – | 0.79% | 39 |
|
|
2019
Q1 | $1.19M | Hold |
9,620
| – | – | 0.83% | 35 |
|
|
2018
Q4 | $1.05M | Sell |
9,620
-75
| -0.8% | -$8.16K | 0.84% | 37 |
|
|
2018
Q3 | $1.19M | Buy |
9,695
+73
| +0.8% | +$8.93K | 0.78% | 36 |
|
|
2018
Q2 | $1.22M | Buy |
9,622
+124
| +1% | +$15.7K | 0.84% | 34 |
|
|
2018
Q1 | $1.08M | Buy |
9,498
+155
| +2% | +$17.7K | 0.78% | 38 |
|
|
2017
Q4 | $1.17M | Buy |
9,343
+250
| +3% | +$31.3K | 0.83% | 37 |
|
|
2017
Q3 | $1.07M | Sell |
9,093
-40
| -0.4% | -$4.7K | 0.79% | 36 |
|
|
2017
Q2 | $953K | Buy |
9,133
+130
| +1% | +$13.6K | 0.72% | 37 |
|
|
2017
Q1 | $967K | Hold |
9,003
| – | – | 0.72% | 37 |
|
|
2016
Q4 | $1.06M | Hold |
9,003
| – | – | 0.8% | 28 |
|
|
2016
Q3 | $927K | Hold |
9,003
| – | – | 0.73% | 33 |
|
|
2016
Q2 | $944K | Buy |
9,003
+40
| +0.4% | +$4.19K | 0.78% | 31 |
|
|
2016
Q1 | $851K | Hold |
8,963
| – | – | 0.78% | 35 |
|
|
2015
Q4 | $806K | Buy |
8,963
+150
| +2% | +$13.5K | 0.8% | 37 |
|
|
2015
Q3 | $695K | Sell |
8,813
-990
| -10% | -$78.1K | 0.68% | 44 |
|
|
2015
Q2 | $946K | Sell |
9,803
-150
| -2% | -$14.5K | 0.79% | 34 |
|
|
2015
Q1 | $1.05M | Buy |
9,953
+190
| +2% | +$19.9K | 0.84% | 30 |
|
|
2014
Q4 | $1.1M | Sell |
9,763
-725
| -7% | -$81.3K | 0.92% | 28 |
|
|
2014
Q3 | $1.25M | Sell |
10,488
-6,256
| -37% | -$746K | 1.05% | 23 |
|
|
2014
Q2 | $2.19M | Sell |
16,744
-970
| -5% | -$127K | 1.33% | 21 |
|
|
2014
Q1 | $2.11M | Buy |
17,714
+50
| +0.3% | +$5.94K | 1.34% | 21 |
|
|
2013
Q4 | $2.21M | Buy |
17,664
+35
| +0.2% | +$4.37K | 1.47% | 17 |
|
|
2013
Q3 | $2.14M | Hold |
17,629
| – | – | 1.52% | 15 |
|
|
2013
Q2 | $2.09M | Buy |
+17,629
| New | +$2.09M | 1.42% | 15 |
|