Barbara Oil Co’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Hold |
10,000
| – | – | 0.56% | 58 |
|
|
2025
Q1 | $1.67M | Hold |
10,000
| – | – | 0.68% | 45 |
|
|
2024
Q4 | $1.45M | Hold |
10,000
| – | – | 0.6% | 51 |
|
|
2024
Q3 | $1.47M | Hold |
10,000
| – | – | 0.6% | 50 |
|
|
2024
Q2 | $1.56M | Hold |
10,000
| – | – | 0.68% | 46 |
|
|
2024
Q1 | $1.58M | Hold |
10,000
| – | – | 0.67% | 47 |
|
|
2023
Q4 | $1.49M | Hold |
10,000
| – | – | 0.67% | 46 |
|
|
2023
Q3 | $1.69M | Hold |
10,000
| – | – | 0.8% | 35 |
|
|
2023
Q2 | $1.57M | Hold |
10,000
| – | – | 0.72% | 43 |
|
|
2023
Q1 | $1.63M | Hold |
10,000
| – | – | 0.78% | 39 |
|
|
2022
Q4 | $1.79M | Hold |
10,000
| – | – | 0.86% | 33 |
|
|
2022
Q3 | $1.44M | Hold |
10,000
| – | – | 0.79% | 36 |
|
|
2022
Q2 | $1.45M | Hold |
10,000
| – | – | 0.75% | 41 |
|
|
2022
Q1 | $1.63M | Hold |
10,000
| – | – | 0.75% | 39 |
|
|
2021
Q4 | $1.17M | Hold |
10,000
| – | – | 0.51% | 62 |
|
|
2021
Q3 | $1.02M | Buy |
10,000
+2,000
| +25% | +$203K | 0.48% | 63 |
|
|
2021
Q2 | $838K | Hold |
8,000
| – | – | 0.39% | 69 |
|
|
2021
Q1 | $838K | Hold |
8,000
| – | – | 0.4% | 66 |
|
|
2020
Q4 | $676K | Hold |
8,000
| – | – | 0.34% | 71 |
|
|
2020
Q3 | $576K | Hold |
8,000
| – | – | 0.32% | 72 |
|
|
2020
Q2 | $714K | Hold |
8,000
| – | – | 0.41% | 66 |
|
|
2020
Q1 | $580K | Hold |
8,000
| – | – | 0.39% | 67 |
|
|
2019
Q4 | $964K | Hold |
8,000
| – | – | 0.51% | 56 |
|
|
2019
Q3 | $949K | Hold |
8,000
| – | – | 0.54% | 56 |
|
|
2019
Q2 | $996K | Hold |
8,000
| – | – | 0.57% | 53 |
|
|
2019
Q1 | $985K | Hold |
8,000
| – | – | 0.58% | 53 |
|
|
2018
Q4 | $870K | Hold |
8,000
| – | – | 0.59% | 52 |
|
|
2018
Q3 | $978K | Hold |
8,000
| – | – | 0.58% | 54 |
|
|
2018
Q2 | $1.01M | Hold |
8,000
| – | – | 0.65% | 47 |
|
|
2018
Q1 | $912K | Hold |
8,000
| – | – | 0.59% | 53 |
|
|
2017
Q4 | $1M | Hold |
8,000
| – | – | 0.64% | 50 |
|
|
2017
Q3 | $940K | Hold |
8,000
| – | – | 0.65% | 46 |
|
|
2017
Q2 | $835K | Hold |
8,000
| – | – | 0.6% | 56 |
|
|
2017
Q1 | $859K | Hold |
8,000
| – | – | 0.64% | 54 |
|
|
2016
Q4 | $942K | Hold |
8,000
| – | – | 0.73% | 47 |
|
|
2016
Q3 | $823K | Hold |
8,000
| – | – | 0.66% | 48 |
|
|
2016
Q2 | $839K | Hold |
8,000
| – | – | 0.68% | 45 |
|
|
2016
Q1 | $763K | Hold |
8,000
| – | – | 0.64% | 51 |
|
|
2015
Q4 | $720K | Hold |
8,000
| – | – | 0.61% | 51 |
|
|
2015
Q3 | $631K | Hold |
8,000
| – | – | 0.56% | 57 |
|
|
2015
Q2 | $772K | Hold |
8,000
| – | – | 0.64% | 51 |
|
|
2015
Q1 | $840K | Hold |
8,000
| – | – | 0.69% | 46 |
|
|
2014
Q4 | $897K | Hold |
8,000
| – | – | 0.73% | 44 |
|
|
2014
Q3 | $955K | Hold |
8,000
| – | – | 0.81% | 42 |
|
|
2014
Q2 | $1.04M | Hold |
8,000
| – | – | 0.89% | 40 |
|
|
2014
Q1 | $951K | Hold |
8,000
| – | – | 0.84% | 41 |
|
|
2013
Q4 | $999K | Buy |
+8,000
| New | +$999K | 0.87% | 39 |
|