Baugh & Associates’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.53M | Sell |
34,392
-570
| -2% | -$75.1K | 2.36% | 20 |
|
|
2025
Q1 | $5.6M | Sell |
34,962
-179
| -0.5% | -$28.7K | 2.83% | 14 |
|
|
2024
Q4 | $4.9M | Buy |
35,141
+2,054
| +6% | +$287K | 2.54% | 18 |
|
|
2024
Q3 | $4.66M | Buy |
33,087
+7,275
| +28% | +$1.03M | 2.4% | 21 |
|
|
2024
Q2 | $4.31M | Sell |
25,812
-1,763
| -6% | -$294K | 2.24% | 24 |
|
|
2024
Q1 | $4.35M | Buy |
27,575
+260
| +1% | +$41K | 2.31% | 23 |
|
|
2023
Q4 | $4.07M | Buy |
27,315
+1,886
| +7% | +$281K | 2.34% | 21 |
|
|
2023
Q3 | $4.29M | Sell |
25,429
-78
| -0.3% | -$13.2K | 2.68% | 17 |
|
|
2023
Q2 | $4.01M | Buy |
25,507
+280
| +1% | +$44.1K | 2.42% | 20 |
|
|
2023
Q1 | $4.17M | Sell |
25,227
-415
| -2% | -$68.7K | 2.67% | 17 |
|
|
2022
Q4 | $4.6M | Sell |
25,642
-4,631
| -15% | -$831K | 2.98% | 16 |
|
|
2022
Q3 | $4.35M | Sell |
30,273
-10
| -0% | -$1.44K | 3.08% | 15 |
|
|
2022
Q2 | $4.38M | Sell |
30,283
-300
| -1% | -$43.4K | 2.95% | 14 |
|
|
2022
Q1 | $4.98M | Sell |
30,583
-1,195
| -4% | -$195K | 2.93% | 12 |
|
|
2021
Q4 | $3.73M | Sell |
31,778
-25
| -0.1% | -$2.93K | 2.06% | 25 |
|
|
2021
Q3 | $3.23M | Hold |
31,803
| – | – | 1.97% | 28 |
|
|
2021
Q2 | $3.33M | Sell |
31,803
-335
| -1% | -$35.1K | 2.07% | 28 |
|
|
2021
Q1 | $3.37M | Sell |
32,138
-21
| -0.1% | -$2.2K | 2.22% | 27 |
|
|
2020
Q4 | $2.72M | Sell |
32,159
-415
| -1% | -$35K | 1.94% | 26 |
|
|
2020
Q3 | $2.35M | Sell |
32,574
-436
| -1% | -$31.4K | 1.84% | 26 |
|
|
2020
Q2 | $2.95M | Buy |
33,010
+7,663
| +30% | +$684K | 2.35% | 24 |
|
|
2020
Q1 | $1.84M | Buy |
25,347
+47
| +0.2% | +$3.41K | 1.78% | 28 |
|
|
2019
Q4 | $3.05M | Buy |
25,300
+20
| +0.1% | +$2.41K | 2.23% | 30 |
|
|
2019
Q3 | $3M | Sell |
25,280
-120
| -0.5% | -$14.2K | 2.32% | 28 |
|
|
2019
Q2 | $3.16M | Sell |
25,400
-421
| -2% | -$52.4K | 2.51% | 26 |
|
|
2019
Q1 | $3.18M | Sell |
25,821
-165
| -0.6% | -$20.3K | 2.55% | 23 |
|
|
2018
Q4 | $2.83M | Sell |
25,986
-45
| -0.2% | -$4.9K | 2.44% | 27 |
|
|
2018
Q3 | $3.18M | Buy |
26,031
+5
| +0% | +$611 | 2.54% | 19 |
|
|
2018
Q2 | $3.29M | Sell |
26,026
-2,465
| -9% | -$312K | 2.87% | 14 |
|
|
2018
Q1 | $3.25M | Sell |
28,491
-280
| -1% | -$31.9K | 2.62% | 21 |
|
|
2017
Q4 | $3.6M | Buy |
+28,771
| New | +$3.6M | 3.04% | 14 |
|