Blue Fin Capital’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $876K | Buy |
+6,118
| New | +$876K | 0.15% | 84 |
|
|
2024
Q4 | $699K | Sell |
4,828
-2,930
| -38% | -$424K | 0.13% | 88 |
|
|
2024
Q3 | $1.14M | Sell |
7,758
-37
| -0.5% | -$5.45K | 0.22% | 72 |
|
|
2024
Q2 | $1.22M | Sell |
7,795
-18
| -0.2% | -$2.82K | 0.24% | 65 |
|
|
2024
Q1 | $1.23M | Sell |
7,813
-86
| -1% | -$13.6K | 0.27% | 67 |
|
|
2023
Q4 | $1.18M | Sell |
7,899
-1,221
| -13% | -$182K | 0.3% | 67 |
|
|
2023
Q3 | $1.54M | Sell |
9,120
-155
| -2% | -$26.1K | 0.45% | 50 |
|
|
2023
Q2 | $1.46M | Buy |
9,275
+129
| +1% | +$20.3K | 0.42% | 54 |
|
|
2023
Q1 | $1.43M | Buy |
9,146
+245
| +3% | +$38.3K | 0.46% | 50 |
|
|
2022
Q4 | $1.6M | Buy |
8,901
+4,432
| +99% | +$795K | 0.59% | 44 |
|
|
2022
Q3 | $642K | Buy |
4,469
+1,208
| +37% | +$174K | 0.24% | 74 |
|
|
2022
Q2 | $472K | Buy |
+3,261
| New | +$472K | 0.17% | 86 |
|
|
2020
Q3 | – | Sell |
-2,564
| Closed | -$228K | – | 116 |
|
|
2020
Q2 | $228K | Sell |
2,564
-608
| -19% | -$54.1K | 0.1% | 109 |
|
|
2020
Q1 | $229K | Sell |
3,172
-7,225
| -69% | -$522K | 0.13% | 104 |
|
|
2019
Q4 | $1.25M | Sell |
10,397
-1,039
| -9% | -$125K | 0.59% | 51 |
|
|
2019
Q3 | $1.36M | Sell |
11,436
-1,564
| -12% | -$185K | 0.71% | 44 |
|
|
2019
Q2 | $1.62M | Sell |
13,000
-628
| -5% | -$78.1K | 0.83% | 34 |
|
|
2019
Q1 | $1.68M | Sell |
13,628
-993
| -7% | -$122K | 0.88% | 30 |
|
|
2018
Q4 | $1.59M | Sell |
14,621
-886
| -6% | -$96.4K | 0.95% | 28 |
|
|
2018
Q3 | $1.9M | Sell |
15,507
-584
| -4% | -$71.4K | 0.94% | 27 |
|
|
2018
Q2 | $2.03M | Buy |
16,091
+694
| +5% | +$87.7K | 1.09% | 25 |
|
|
2018
Q1 | $1.76M | Sell |
15,397
-497
| -3% | -$56.7K | 0.99% | 25 |
|
|
2017
Q4 | $1.99M | Buy |
15,894
+315
| +2% | +$39.4K | 1.16% | 22 |
|
|
2017
Q3 | $1.83M | Buy |
15,579
+110
| +0.7% | +$12.9K | 1.12% | 22 |
|
|
2017
Q2 | $1.61M | Sell |
15,469
-1,560
| -9% | -$163K | 1.04% | 27 |
|
|
2017
Q1 | $1.83M | Sell |
17,029
-225
| -1% | -$24.2K | 1.12% | 24 |
|
|
2016
Q4 | $2.03M | Buy |
17,254
+2,600
| +18% | +$306K | 1.34% | 19 |
|
|
2016
Q3 | $1.51M | Sell |
14,654
-160
| -1% | -$16.5K | 1.22% | 21 |
|
|
2016
Q2 | $1.55M | Sell |
14,814
-190
| -1% | -$19.9K | 1.29% | 21 |
|
|
2016
Q1 | $1.43M | Sell |
15,004
-1,372
| -8% | -$131K | 1.22% | 23 |
|
|
2015
Q4 | $1.47M | Sell |
16,376
-1,197
| -7% | -$108K | 1.13% | 25 |
|
|
2015
Q3 | $1.39M | Buy |
17,573
+699
| +4% | +$55.1K | 1.08% | 25 |
|
|
2015
Q2 | $1.63M | Sell |
16,874
-35
| -0.2% | -$3.38K | 1.17% | 22 |
|
|
2015
Q1 | $1.78M | Buy |
16,909
+110
| +0.7% | +$11.5K | 1.28% | 18 |
|
|
2014
Q4 | $1.89M | Buy |
16,799
+940
| +6% | +$105K | 1.42% | 18 |
|
|
2014
Q3 | $1.89M | Buy |
15,859
+674
| +4% | +$80.4K | 1.5% | 15 |
|
|
2014
Q2 | $1.98M | Buy |
15,185
+95
| +0.6% | +$12.4K | 1.59% | 15 |
|
|
2014
Q1 | $1.79M | Sell |
15,090
-121
| -0.8% | -$14.4K | 1.58% | 14 |
|
|
2013
Q4 | $1.9M | Buy |
+15,211
| New | +$1.9M | 1.69% | 16 |
|