Bishop & Co 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 | $243K | Hold |
1,697
| – | – | 0.09% | 26 |
|
|
2025
Q1 | $284K | Hold |
1,697
| – | – | 0.11% | 23 |
|
|
2024
Q4 | $246K | Hold |
1,697
| – | – | 0.09% | 25 |
|
|
2024
Q3 | $250K | Hold |
1,697
| – | – | 0.1% | 23 |
|
|
2024
Q2 | $265K | Hold |
1,697
| – | – | 0.16% | 21 |
|
|
2024
Q1 | $268K | Hold |
1,697
| – | – | 0.11% | 22 |
|
|
2023
Q4 | $253K | Buy |
+1,697
| New | +$253K | 0.11% | 23 |
|
|
2023
Q3 | – | Sell |
-267,072
| Closed | -$1.7M | – | 22 |
|
|
2023
Q2 | $1.7M | Buy |
267,072
+265,375
| +15,638% | +$1.69M | 0.08% | 23 |
|
|
2023
Q1 | $277K | Hold |
1,697
| – | – | 0.13% | 22 |
|
|
2022
Q4 | $305K | Hold |
1,697
| – | – | 0.15% | 22 |
|
|
2022
Q3 | $244K | Sell |
1,697
-78
| -4% | -$11.2K | 0.13% | 23 |
|
|
2022
Q2 | $257K | Buy |
1,775
+90
| +5% | +$13K | 0.13% | 23 |
|
|
2022
Q1 | $274K | Buy |
+1,685
| New | +$274K | 0.12% | 21 |
|
|
2020
Q2 | – | Sell |
-2,024
| Closed | -$244K | – | 22 |
|
|
2020
Q1 | $244K | Hold |
2,024
| – | – | 0.16% | 19 |
|
|
2019
Q4 | $244K | Hold |
2,024
| – | – | 0.16% | 20 |
|
|
2019
Q3 | $240K | Hold |
2,024
| – | – | 0.17% | 23 |
|
|
2019
Q2 | $252K | Hold |
2,024
| – | – | 0.18% | 22 |
|
|
2019
Q1 | $249K | Hold |
2,024
| – | – | 0.18% | 22 |
|
|
2018
Q4 | $220K | Hold |
2,024
| – | – | 0.19% | 22 |
|
|
2018
Q3 | $247K | Buy |
2,024
+25
| +1% | +$3.05K | 0.19% | 19 |
|
|
2018
Q2 | $253K | Sell |
1,999
-309
| -13% | -$39.1K | 0.2% | 18 |
|
|
2018
Q1 | $263K | Buy |
+2,308
| New | +$263K | 0.22% | 15 |
|