Blue Chip Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Buy |
1,661
+60
| +4% | +$8.59K | 0.02% | 151 |
|
|
2025
Q1 | $268K | Buy |
1,601
+4
| +0.3% | +$669 | 0.02% | 137 |
|
|
2024
Q4 | $231K | Sell |
1,597
-35
| -2% | -$5.07K | 0.02% | 138 |
|
|
2024
Q3 | $240K | Sell |
1,632
-21
| -1% | -$3.09K | 0.02% | 131 |
|
|
2024
Q2 | $259K | Buy |
1,653
+346
| +26% | +$54.1K | 0.02% | 119 |
|
|
2024
Q1 | $206K | Sell |
1,307
-65
| -5% | -$10.3K | 0.02% | 131 |
|
|
2023
Q4 | $205K | Buy |
1,372
+116
| +9% | +$17.3K | 0.02% | 137 |
|
|
2023
Q3 | $212K | Sell |
1,256
-38
| -3% | -$6.41K | 0.03% | 132 |
|
|
2023
Q2 | $204K | Buy |
1,294
+130
| +11% | +$20.5K | 0.02% | 142 |
|
|
2023
Q1 | $190K | Buy |
1,164
+12
| +1% | +$1.96K | 0.02% | 138 |
|
|
2022
Q4 | $207K | Sell |
1,152
-92
| -7% | -$16.5K | 0.03% | 131 |
|
|
2022
Q3 | $179K | Buy |
1,244
+161
| +15% | +$23.2K | 0.02% | 133 |
|
|
2022
Q2 | $157K | Buy |
1,083
+145
| +15% | +$21K | 0.02% | 140 |
|
|
2022
Q1 | $153K | Buy |
+938
| New | +$153K | 0.02% | 151 |
|
|
2020
Q1 | – | Sell |
-92,363
| Closed | -$11.1M | – | 135 |
|
|
2019
Q4 | $11.1M | Buy |
92,363
+6,932
| +8% | +$835K | 2.12% | 18 |
|
|
2019
Q3 | $10.1M | Buy |
85,431
+3,332
| +4% | +$395K | 2.14% | 21 |
|
|
2019
Q2 | $10.2M | Buy |
82,099
+2,076
| +3% | +$258K | 2.29% | 15 |
|
|
2019
Q1 | $9.86M | Buy |
80,023
+13,406
| +20% | +$1.65M | 2.33% | 15 |
|
|
2018
Q4 | $7.25M | Sell |
66,617
-3,207
| -5% | -$349K | 1.82% | 16 |
|
|
2018
Q3 | $8.54M | Buy |
69,824
+2,513
| +4% | +$307K | 2.08% | 18 |
|
|
2018
Q2 | $8.51M | Buy |
67,311
+9,370
| +16% | +$1.18M | 2.25% | 12 |
|
|
2018
Q1 | $6.61M | Buy |
57,941
+23,835
| +70% | +$2.72M | 1.83% | 15 |
|
|
2017
Q4 | $4.27M | Buy |
34,106
+9,550
| +39% | +$1.2M | 1.26% | 31 |
|
|
2017
Q3 | $2.89M | Buy |
24,556
+6
| +0% | +$705 | 0.93% | 38 |
|
|
2017
Q2 | $2.56M | Buy |
24,550
+377
| +2% | +$39.3K | 0.89% | 41 |
|
|
2017
Q1 | $2.6M | Sell |
24,173
-2,023
| -8% | -$217K | 0.98% | 35 |
|
|
2016
Q4 | $3.08M | Sell |
26,196
-2,396
| -8% | -$282K | 1.21% | 29 |
|
|
2016
Q3 | $2.94M | Buy |
28,592
+235
| +0.8% | +$24.2K | 1.3% | 30 |
|
|
2016
Q2 | $2.97M | Buy |
28,357
+821
| +3% | +$86.1K | 1.34% | 28 |
|
|
2016
Q1 | $2.63M | Buy |
27,536
+1,478
| +6% | +$141K | 1.28% | 31 |
|
|
2015
Q4 | $2.34M | Buy |
26,058
+7,295
| +39% | +$656K | 1.22% | 29 |
|
|
2015
Q3 | $1.48M | Sell |
18,763
-9,993
| -35% | -$788K | 0.94% | 42 |
|
|
2015
Q2 | $2.77M | Buy |
28,756
+746
| +3% | +$72K | 1.77% | 24 |
|
|
2015
Q1 | $2.94M | Buy |
28,010
+2,975
| +12% | +$312K | 1.99% | 18 |
|
|
2014
Q4 | $2.81M | Buy |
+25,035
| New | +$2.81M | 1.96% | 18 |
|