Beese Fulmer Investment Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.4M | Buy |
100,600
+1,865
| +2% | +$267K | 1.07% | 31 |
|
|
2025
Q1 | $16.5M | Buy |
98,735
+2,116
| +2% | +$354K | 1.42% | 23 |
|
|
2024
Q4 | $14M | Sell |
96,619
-190
| -0.2% | -$27.5K | 1.19% | 30 |
|
|
2024
Q3 | $14.3M | Sell |
96,809
-835
| -0.9% | -$123K | 1.22% | 28 |
|
|
2024
Q2 | $15.3M | Buy |
97,644
+353
| +0.4% | +$55.2K | 1.39% | 21 |
|
|
2024
Q1 | $15.3M | Buy |
97,291
+3,417
| +4% | +$539K | 1.44% | 21 |
|
|
2023
Q4 | $14M | Buy |
93,874
+1,611
| +2% | +$240K | 1.45% | 22 |
|
|
2023
Q3 | $15.6M | Buy |
92,263
+239
| +0.3% | +$40.3K | 1.75% | 13 |
|
|
2023
Q2 | $14.5M | Buy |
92,024
+456
| +0.5% | +$71.8K | 1.57% | 15 |
|
|
2023
Q1 | $14.9M | Buy |
91,568
+1,076
| +1% | +$176K | 1.71% | 11 |
|
|
2022
Q4 | $16.2M | Buy |
90,492
+802
| +0.9% | +$144K | 1.96% | 9 |
|
|
2022
Q3 | $12.9M | Buy |
89,690
+640
| +0.7% | +$92K | 1.73% | 16 |
|
|
2022
Q2 | $12.9M | Sell |
89,050
-628
| -0.7% | -$90.9K | 1.65% | 15 |
|
|
2022
Q1 | $14.6M | Sell |
89,678
-784
| -0.9% | -$128K | 1.58% | 14 |
|
|
2021
Q4 | $10.6M | Sell |
90,462
-908
| -1% | -$107K | 1.1% | 29 |
|
|
2021
Q3 | $9.27M | Buy |
91,370
+377
| +0.4% | +$38.2K | 1.04% | 31 |
|
|
2021
Q2 | $9.53M | Buy |
90,993
+265
| +0.3% | +$27.8K | 1.08% | 31 |
|
|
2021
Q1 | $9.51M | Buy |
90,728
+3,333
| +4% | +$349K | 1.14% | 27 |
|
|
2020
Q4 | $7.38M | Sell |
87,395
-1,170
| -1% | -$98.8K | 0.94% | 37 |
|
|
2020
Q3 | $6.38M | Buy |
88,565
+1,746
| +2% | +$126K | 0.9% | 39 |
|
|
2020
Q2 | $7.75M | Sell |
86,819
-938
| -1% | -$83.7K | 1.14% | 26 |
|
|
2020
Q1 | $6.36M | Sell |
87,757
-177
| -0.2% | -$12.8K | 1.13% | 27 |
|
|
2019
Q4 | $10.6M | Sell |
87,934
-1,724
| -2% | -$208K | 1.48% | 17 |
|
|
2019
Q3 | $10.6M | Buy |
89,658
+31,618
| +54% | +$3.75M | 1.6% | 15 |
|
|
2019
Q2 | $7.22M | Buy |
58,040
+238
| +0.4% | +$29.6K | 1.37% | 22 |
|
|
2019
Q1 | $7.12M | Buy |
57,802
+528
| +0.9% | +$65K | 1.4% | 23 |
|
|
2018
Q4 | $6.23M | Buy |
57,274
+792
| +1% | +$86.2K | 1.4% | 24 |
|
|
2018
Q3 | $6.91M | Buy |
56,482
+730
| +1% | +$89.3K | 1.36% | 23 |
|
|
2018
Q2 | $7.05M | Buy |
55,752
+918
| +2% | +$116K | 1.48% | 17 |
|
|
2018
Q1 | $6.25M | Buy |
54,834
+2,462
| +5% | +$281K | 1.37% | 25 |
|
|
2017
Q4 | $6.56M | Buy |
52,372
+1,057
| +2% | +$132K | 1.41% | 18 |
|
|
2017
Q3 | $6.03M | Buy |
51,315
+26
| +0.1% | +$3.06K | 1.37% | 23 |
|
|
2017
Q2 | $5.35M | Buy |
51,289
+515
| +1% | +$53.7K | 1.28% | 25 |
|
|
2017
Q1 | $5.45M | Buy |
50,774
+858
| +2% | +$92.1K | 1.33% | 24 |
|
|
2016
Q4 | $5.88M | Buy |
49,916
+1,622
| +3% | +$191K | 1.52% | 18 |
|
|
2016
Q3 | $4.97M | Buy |
48,294
+245
| +0.5% | +$25.2K | 1.34% | 25 |
|
|
2016
Q2 | $5.04M | Buy |
48,049
+221
| +0.5% | +$23.2K | 1.43% | 23 |
|
|
2016
Q1 | $4.61M | Buy |
47,828
+1,049
| +2% | +$101K | 1.34% | 24 |
|
|
2015
Q4 | $4.21M | Buy |
46,779
+1,116
| +2% | +$100K | 1.3% | 30 |
|
|
2015
Q3 | $3.6M | Buy |
45,663
+1,368
| +3% | +$108K | 1.18% | 30 |
|
|
2015
Q2 | $4.27M | Sell |
44,295
-454
| -1% | -$43.8K | 1.38% | 23 |
|
|
2015
Q1 | $4.7M | Buy |
44,749
+255
| +0.6% | +$26.8K | 1.57% | 19 |
|
|
2014
Q4 | $4.99M | Buy |
44,494
+646
| +1% | +$72.5K | 1.56% | 18 |
|
|
2014
Q3 | $5.23M | Sell |
43,848
-80
| -0.2% | -$9.55K | 1.7% | 16 |
|
|
2014
Q2 | $5.74M | Buy |
43,928
+785
| +2% | +$102K | 1.86% | 15 |
|
|
2014
Q1 | $5.13M | Buy |
43,143
+307
| +0.7% | +$36.5K | 1.78% | 15 |
|
|
2013
Q4 | $5.35M | Sell |
42,836
-476
| -1% | -$59.5K | 1.9% | 15 |
|
|
2013
Q3 | $5.26M | Buy |
43,312
+845
| +2% | +$103K | 2.07% | 13 |
|
|
2013
Q2 | $5.03M | Buy |
+42,467
| New | +$5.03M | 2.15% | 13 |
|