Atwood & Palmer’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $688K | Sell |
4,803
-100
| -2% | -$14.3K | 0.04% | 101 |
|
|
2025
Q1 | $820K | Sell |
4,903
-16
| -0.3% | -$2.68K | 0.06% | 92 |
|
|
2024
Q4 | $712K | Buy |
4,919
+16
| +0.3% | +$2.32K | 0.05% | 97 |
|
|
2024
Q3 | $722K | Hold |
4,903
| – | – | 0.05% | 97 |
|
|
2024
Q2 | $767K | Sell |
4,903
-100
| -2% | -$15.6K | 0.06% | 88 |
|
|
2024
Q1 | $789K | Sell |
5,003
-162
| -3% | -$25.6K | 0.06% | 88 |
|
|
2023
Q4 | $770K | Buy |
5,165
+500
| +11% | +$74.6K | 0.06% | 88 |
|
|
2023
Q3 | $787K | Hold |
4,665
| – | – | 0.07% | 87 |
|
|
2023
Q2 | $734K | Hold |
4,665
| – | – | 0.07% | 96 |
|
|
2023
Q1 | $761K | Sell |
4,665
-300
| -6% | -$48.9K | 0.07% | 86 |
|
|
2022
Q4 | $891K | Buy |
4,965
+142
| +3% | +$25.5K | 0.08% | 93 |
|
|
2022
Q3 | $693K | Sell |
4,823
-100
| -2% | -$14.4K | 0.07% | 95 |
|
|
2022
Q2 | $713K | Buy |
4,923
+130
| +3% | +$18.8K | 0.07% | 92 |
|
|
2022
Q1 | $780K | Hold |
4,793
| – | – | 0.07% | 87 |
|
|
2021
Q4 | $562K | Buy |
4,793
+56
| +1% | +$6.57K | 0.05% | 108 |
|
|
2021
Q3 | $481K | Buy |
4,737
+200
| +4% | +$20.3K | 0.04% | 109 |
|
|
2021
Q2 | $475K | Hold |
4,537
| – | – | 0.04% | 111 |
|
|
2021
Q1 | $475K | Buy |
4,537
+37
| +0.8% | +$3.87K | 0.05% | 104 |
|
|
2020
Q4 | $380K | Sell |
4,500
-250
| -5% | -$21.1K | 0.04% | 114 |
|
|
2020
Q3 | $342K | Sell |
4,750
-75
| -2% | -$5.4K | 0.04% | 106 |
|
|
2020
Q2 | $431K | Hold |
4,825
| – | – | 0.06% | 90 |
|
|
2020
Q1 | $350K | Buy |
4,825
+75
| +2% | +$5.44K | 0.06% | 92 |
|
|
2019
Q4 | $572K | Sell |
4,750
-200
| -4% | -$24.1K | 0.07% | 82 |
|
|
2019
Q3 | $587K | Sell |
4,950
-651
| -12% | -$77.2K | 0.08% | 80 |
|
|
2019
Q2 | $697K | Hold |
5,601
| – | – | 0.09% | 78 |
|
|
2019
Q1 | $690K | Sell |
5,601
-90
| -2% | -$11.1K | 0.1% | 75 |
|
|
2018
Q4 | $619K | Buy |
5,691
+41
| +0.7% | +$4.46K | 0.1% | 78 |
|
|
2018
Q3 | $691K | Sell |
5,650
-33
| -0.6% | -$4.04K | 0.09% | 77 |
|
|
2018
Q2 | $719K | Buy |
5,683
+33
| +0.6% | +$4.18K | 0.1% | 74 |
|
|
2018
Q1 | $644K | Hold |
5,650
| – | – | 0.09% | 75 |
|
|
2017
Q4 | $707K | Sell |
5,650
-100
| -2% | -$12.5K | 0.1% | 75 |
|
|
2017
Q3 | $676K | Hold |
5,750
| – | – | 0.1% | 77 |
|
|
2017
Q2 | $600K | Hold |
5,750
| – | – | 0.09% | 80 |
|
|
2017
Q1 | $617K | Sell |
5,750
-141
| -2% | -$15.1K | 0.1% | 76 |
|
|
2016
Q4 | $693K | Hold |
5,891
| – | – | 0.12% | 69 |
|
|
2016
Q3 | $606K | Buy |
5,891
+541
| +10% | +$55.7K | 0.11% | 69 |
|
|
2016
Q2 | $561K | Hold |
5,350
| – | – | 0.1% | 76 |
|
|
2016
Q1 | $510K | Sell |
5,350
-2,433
| -31% | -$232K | 0.09% | 81 |
|
|
2015
Q4 | $700K | Hold |
7,783
| – | – | 0.13% | 79 |
|
|
2015
Q3 | $614K | Sell |
7,783
-2,364
| -23% | -$186K | 0.12% | 83 |
|
|
2015
Q2 | $979K | Buy |
10,147
+97
| +1% | +$9.36K | 0.18% | 74 |
|
|
2015
Q1 | $1.06M | Hold |
10,050
| – | – | 0.19% | 71 |
|
|
2014
Q4 | $1.13M | Sell |
10,050
-5,422
| -35% | -$609K | 0.21% | 63 |
|
|
2014
Q3 | $1.85M | Buy |
15,472
+2,772
| +22% | +$331K | 0.35% | 53 |
|
|
2014
Q2 | $1.66M | Sell |
12,700
-6,507
| -34% | -$849K | 0.44% | 50 |
|
|
2014
Q1 | $2.28M | Hold |
19,207
| – | – | 0.53% | 36 |
|
|
2013
Q4 | $2.4M | Buy |
19,207
+123
| +0.6% | +$15.4K | 0.59% | 33 |
|
|
2013
Q3 | $2.32M | Hold |
19,084
| – | – | 0.64% | 33 |
|
|
2013
Q2 | $2.26M | Buy |
+19,084
| New | +$2.26M | 0.61% | 35 |
|