Bedell Frazier Investment Counselling’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.79M | Buy |
19,474
+1,196
| +7% | +$171K | 0.7% | 43 |
|
|
2025
Q1 | $3.06M | Buy |
18,278
+260
| +1% | +$43.5K | 0.78% | 38 |
|
|
2024
Q4 | $2.61M | Buy |
18,018
+4,742
| +36% | +$687K | 0.65% | 40 |
|
|
2024
Q3 | $1.96M | Buy |
13,276
+466
| +4% | +$68.6K | 0.47% | 49 |
|
|
2024
Q2 | $2M | Buy |
12,810
+377
| +3% | +$59K | 0.48% | 49 |
|
|
2024
Q1 | $1.96M | Sell |
12,433
-2,172
| -15% | -$343K | 0.49% | 51 |
|
|
2023
Q4 | $2.18M | Buy |
14,605
+352
| +2% | +$52.5K | 0.6% | 41 |
|
|
2023
Q3 | $2.4M | Buy |
14,253
+750
| +6% | +$126K | 0.72% | 37 |
|
|
2023
Q2 | $2.12M | Sell |
13,503
-214
| -2% | -$33.7K | 0.62% | 38 |
|
|
2023
Q1 | $2.24M | Buy |
13,717
+616
| +5% | +$101K | 0.66% | 34 |
|
|
2022
Q4 | $2.35M | Sell |
13,101
-28
| -0.2% | -$5.03K | 0.62% | 38 |
|
|
2022
Q3 | $1.89M | Buy |
13,129
+1,711
| +15% | +$246K | 0.53% | 45 |
|
|
2022
Q2 | $1.65M | Sell |
11,418
-91
| -0.8% | -$13.2K | 0.51% | 44 |
|
|
2022
Q1 | $1.87M | Buy |
11,509
+850
| +8% | +$138K | 0.47% | 48 |
|
|
2021
Q4 | $1.25M | Buy |
10,659
+100
| +0.9% | +$11.7K | 0.3% | 54 |
|
|
2021
Q3 | $1.07M | Buy |
10,559
+1,350
| +15% | +$137K | 0.29% | 54 |
|
|
2021
Q2 | $965K | Hold |
9,209
| – | – | 0.24% | 59 |
|
|
2021
Q1 | $965K | Buy |
9,209
+493
| +6% | +$51.7K | 0.27% | 54 |
|
|
2020
Q4 | $736K | Sell |
8,716
-1,807
| -17% | -$153K | 0.23% | 55 |
|
|
2020
Q3 | $758K | Sell |
10,523
-52
| -0.5% | -$3.75K | 0.27% | 50 |
|
|
2020
Q2 | $944K | Sell |
10,575
-34,262
| -76% | -$3.06M | 0.38% | 43 |
|
|
2020
Q1 | $3.25M | Buy |
44,837
+1,675
| +4% | +$121K | 1.52% | 25 |
|
|
2019
Q4 | $5.12M | Hold |
43,162
| – | – | 2.05% | 23 |
|
|
2019
Q3 | $5.12M | Sell |
43,162
-318
| -0.7% | -$37.7K | 2% | 24 |
|
|
2019
Q2 | $5.41M | Sell |
43,480
-24,275
| -36% | -$3.02M | 1.97% | 26 |
|
|
2019
Q1 | $8.35M | Sell |
67,755
-1,295
| -2% | -$160K | 3.29% | 8 |
|
|
2018
Q4 | $7.51M | Sell |
69,050
-581
| -0.8% | -$63.2K | 3.19% | 12 |
|
|
2018
Q3 | $8.51M | Sell |
69,631
-121
| -0.2% | -$14.8K | 2.36% | 16 |
|
|
2018
Q2 | $8.82M | Sell |
69,752
-505
| -0.7% | -$63.8K | 2.59% | 14 |
|
|
2018
Q1 | $8.01M | Buy |
70,257
+1,463
| +2% | +$167K | 2.83% | 14 |
|
|
2017
Q4 | $8.61M | Sell |
68,794
-83
| -0.1% | -$10.4K | 3.21% | 14 |
|
|
2017
Q3 | $8.09M | Sell |
68,877
-808
| -1% | -$94.9K | 3.73% | 9 |
|
|
2017
Q2 | $7.27M | Buy |
69,685
+1,422
| +2% | +$148K | 2.65% | 17 |
|
|
2017
Q1 | $7.33M | Buy |
68,263
+5,134
| +8% | +$551K | 2.78% | 12 |
|
|
2016
Q4 | $7.43M | Sell |
63,129
-973
| -2% | -$115K | 2.92% | 12 |
|
|
2016
Q3 | $6.6M | Buy |
64,102
+1,181
| +2% | +$122K | 2.73% | 15 |
|
|
2016
Q2 | $6.6M | Sell |
62,921
-10,308
| -14% | -$1.08M | 3.26% | 13 |
|
|
2016
Q1 | $6.99M | Sell |
73,229
-35,015
| -32% | -$3.34M | 3.61% | 11 |
|
|
2015
Q4 | $9.74M | Buy |
108,244
+9,391
| +9% | +$845K | 4.83% | 4 |
|
|
2015
Q3 | $7.8M | Buy |
98,853
+2,560
| +3% | +$202K | 4.51% | 3 |
|
|
2015
Q2 | $9.29M | Buy |
96,293
+1,550
| +2% | +$150K | 3.69% | 5 |
|
|
2015
Q1 | $9.95M | Buy |
94,743
+7,977
| +9% | +$837K | 4.13% | 3 |
|
|
2014
Q4 | $9.73M | Buy |
86,766
+262
| +0.3% | +$29.4K | 4.77% | 3 |
|
|
2014
Q3 | $10.3M | Buy |
86,504
+458
| +0.5% | +$54.7K | 4.82% | 2 |
|
|
2014
Q2 | $11.2M | Sell |
86,046
-675
| -0.8% | -$88.1K | 5.69% | 2 |
|
|
2014
Q1 | $10.3M | Sell |
86,721
-178
| -0.2% | -$21.2K | 5.78% | 2 |
|
|
2013
Q4 | $10.9M | Buy |
86,899
+4,616
| +6% | +$577K | 5.09% | 2 |
|
|
2013
Q3 | $10M | Buy |
82,283
+26
| +0% | +$3.16K | 4.8% | 3 |
|
|
2013
Q2 | $10M | Buy |
+82,257
| New | +$10M | 4.97% | 3 |
|