BFC
Bedel Financial Consulting’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Buy |
8,520
+4
| +0% | +$573 | 0.17% | 82 |
|
|
2025
Q1 | $1.15M | Buy |
8,516
+19
| +0.2% | +$2.58K | 0.17% | 81 |
|
|
2024
Q4 | $1.3M | Sell |
8,497
-7
| -0.1% | -$1.07K | 0.18% | 77 |
|
|
2024
Q3 | $1.25M | Buy |
8,504
+185
| +2% | +$27.2K | 0.18% | 74 |
|
|
2024
Q2 | $1.3M | Buy |
8,319
+116
| +1% | +$18.1K | 0.19% | 63 |
|
|
2024
Q1 | $1.29M | Sell |
8,203
-43
| -0.5% | -$6.78K | 0.2% | 68 |
|
|
2023
Q4 | $1.23M | Buy |
8,246
+110
| +1% | +$16.4K | 0.23% | 61 |
|
|
2023
Q3 | $1.37M | Sell |
8,136
-133
| -2% | -$22.4K | 0.28% | 49 |
|
|
2023
Q2 | $1.3M | Buy |
8,269
+73
| +0.9% | +$11.5K | 0.27% | 54 |
|
|
2023
Q1 | $1.34M | Buy |
8,196
+29
| +0.4% | +$4.73K | 0.33% | 45 |
|
|
2022
Q4 | $1.47M | Sell |
8,167
-25
| -0.3% | -$4.49K | 0.36% | 38 |
|
|
2022
Q3 | $1.52M | Buy |
8,192
+229
| +3% | +$42.5K | 0.4% | 35 |
|
|
2022
Q2 | $1.15M | Buy |
7,963
+5
| +0.1% | +$724 | 0.34% | 43 |
|
|
2022
Q1 | $1.3M | Sell |
7,958
-1,886
| -19% | -$307K | 0.41% | 32 |
|
|
2021
Q4 | $1.16M | Buy |
9,844
+21
| +0.2% | +$2.46K | 0.36% | 42 |
|
|
2021
Q3 | $997K | Buy |
9,823
+7
| +0.1% | +$710 | 0.34% | 42 |
|
|
2021
Q2 | $1.03M | Buy |
9,816
+342
| +4% | +$35.8K | 0.36% | 39 |
|
|
2021
Q1 | $993K | Buy |
9,474
+101
| +1% | +$10.6K | 0.38% | 37 |
|
|
2020
Q4 | $792K | Sell |
9,373
-118
| -1% | -$9.97K | 0.35% | 43 |
|
|
2020
Q3 | $683K | Buy |
9,491
+9
| +0.1% | +$648 | 0.34% | 45 |
|
|
2020
Q2 | $846K | Sell |
9,482
-626
| -6% | -$55.9K | 0.46% | 31 |
|
|
2020
Q1 | $732K | Sell |
10,108
-53
| -0.5% | -$3.84K | 0.48% | 28 |
|
|
2019
Q4 | $1.23M | Buy |
10,161
+45
| +0.4% | +$5.43K | 0.69% | 22 |
|
|
2019
Q3 | $1.2M | Buy |
10,116
+50
| +0.5% | +$5.93K | 0.72% | 23 |
|
|
2019
Q2 | $1.25M | Buy |
10,066
+35
| +0.3% | +$4.36K | 0.76% | 22 |
|
|
2019
Q1 | $1.24M | Sell |
10,031
-25
| -0.2% | -$3.08K | 0.79% | 20 |
|
|
2018
Q4 | $1.09M | Buy |
10,056
+4
| +0% | +$435 | 0.79% | 17 |
|
|
2018
Q3 | $1.18M | Sell |
10,052
-154
| -2% | -$18.1K | 0.79% | 19 |
|
|
2018
Q2 | $1.29M | Buy |
10,206
+4
| +0% | +$506 | 0.95% | 16 |
|
|
2018
Q1 | $1.16M | Buy |
10,202
+5
| +0% | +$570 | 0.88% | 18 |
|
|
2017
Q4 | $1.28M | Buy |
+10,197
| New | +$1.28M | 1.15% | 15 |
|