B
Bellecapital’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.42M | Sell |
23,908
-386
| -2% | -$55.3K | 0.61% | 34 |
|
|
2025
Q1 | $4.06M | Sell |
24,294
-39
| -0.2% | -$6.52K | 0.8% | 35 |
|
|
2024
Q4 | $3.52M | Buy |
24,333
+7,019
| +41% | +$1.02M | 0.62% | 38 |
|
|
2024
Q3 | $2.55M | Buy |
17,314
+7,730
| +81% | +$1.14M | 0.51% | 42 |
|
|
2024
Q2 | $1.5M | Buy |
9,584
+6,337
| +195% | +$991K | 0.32% | 51 |
|
|
2024
Q1 | $512K | Buy |
3,247
+1,234
| +61% | +$195K | 0.11% | 101 |
|
|
2023
Q4 | $300K | Buy |
+2,013
| New | +$300K | 0.07% | 125 |
|
|
2022
Q2 | – | Sell |
-8,900
| Closed | -$1.45M | – | 207 |
|
|
2022
Q1 | $1.45M | Sell |
8,900
-3,647
| -29% | -$594K | 0.46% | 46 |
|
|
2021
Q4 | $1.47M | Sell |
12,547
-250
| -2% | -$29.3K | 0.42% | 51 |
|
|
2021
Q3 | $1.3M | Buy |
12,797
+500
| +4% | +$50.7K | 0.4% | 55 |
|
|
2021
Q2 | $1.29M | Sell |
12,297
-685
| -5% | -$71.7K | 0.39% | 55 |
|
|
2021
Q1 | $1.36M | Buy |
12,982
+2,058
| +19% | +$216K | 0.42% | 50 |
|
|
2020
Q4 | $923K | Buy |
10,924
+4,384
| +67% | +$370K | 0.31% | 60 |
|
|
2020
Q3 | $471K | Buy |
6,540
+3,458
| +112% | +$249K | 0.22% | 86 |
|
|
2020
Q2 | $275K | Buy |
+3,082
| New | +$275K | 0.13% | 116 |
|
|
2020
Q1 | – | Sell |
-1,850
| Closed | -$223K | – | 156 |
|
|
2019
Q4 | $223K | Buy |
+1,850
| New | +$223K | 0.11% | 132 |
|
|
2015
Q4 | – | Sell |
-12,342
| Closed | -$974K | – | 52 |
|
|
2015
Q3 | $974K | Buy |
12,342
+3,065
| +33% | +$242K | 1.44% | 20 |
|
|
2015
Q2 | $895K | Buy |
9,277
+847
| +10% | +$81.7K | 1.15% | 25 |
|
|
2015
Q1 | $885K | Buy |
8,430
+2,224
| +36% | +$233K | 1.18% | 23 |
|
|
2014
Q4 | $696K | Buy |
6,206
+320
| +5% | +$35.9K | 0.95% | 27 |
|
|
2014
Q3 | $702K | Buy |
5,886
+450
| +8% | +$53.7K | 0.82% | 33 |
|
|
2014
Q2 | $710K | Buy |
5,436
+590
| +12% | +$77.1K | 0.7% | 37 |
|
|
2014
Q1 | $576K | Buy |
4,846
+448
| +10% | +$53.3K | 0.5% | 49 |
|
|
2013
Q4 | $549K | Buy |
+4,398
| New | +$549K | 0.53% | 48 |
|