BCM
Blume Capital Management’s Chevron CVX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $939K | Sell |
6,560
-50
| -0.8% | -$7.16K | 0.19% | 64 |
|
2025
Q1 | $1.11M | Buy |
6,610
+40
| +0.6% | +$6.69K | 0.25% | 61 |
|
2024
Q4 | $952K | Sell |
6,570
-159
| -2% | -$23K | 0.21% | 65 |
|
2024
Q3 | $991K | Buy |
6,729
+1,159
| +21% | +$171K | 0.22% | 59 |
|
2024
Q2 | $871K | Hold |
5,570
| – | – | 0.21% | 61 |
|
2024
Q1 | $879K | Hold |
5,570
| – | – | 0.21% | 61 |
|
2023
Q4 | $831K | Hold |
5,570
| – | – | 0.22% | 61 |
|
2023
Q3 | $939K | Hold |
5,570
| – | – | 0.28% | 56 |
|
2023
Q2 | $876K | Buy |
5,570
+249
| +5% | +$39.2K | 0.26% | 56 |
|
2023
Q1 | $868K | Hold |
5,321
| – | – | 0.28% | 56 |
|
2022
Q4 | $955K | Buy |
5,321
+43
| +0.8% | +$7.72K | 0.32% | 56 |
|
2022
Q3 | $758K | Buy |
5,278
+51
| +1% | +$7.32K | 0.29% | 53 |
|
2022
Q2 | $757K | Buy |
5,227
+291
| +6% | +$42.1K | 0.3% | 50 |
|
2022
Q1 | $804K | Buy |
4,936
+117
| +2% | +$19.1K | 0.27% | 50 |
|
2021
Q4 | $566K | Hold |
4,819
| – | – | 0.19% | 57 |
|
2021
Q3 | $489K | Hold |
4,819
| – | – | 0.18% | 56 |
|
2021
Q2 | $505K | Sell |
4,819
-50
| -1% | -$5.24K | 0.18% | 55 |
|
2021
Q1 | $510K | Hold |
4,869
| – | – | 0.2% | 52 |
|
2020
Q4 | $411K | Hold |
4,869
| – | – | 0.18% | 51 |
|
2020
Q3 | $351K | Sell |
4,869
-217
| -4% | -$15.6K | 0.18% | 49 |
|
2020
Q2 | $454K | Sell |
5,086
-202
| -4% | -$18K | 0.25% | 46 |
|
2020
Q1 | $383K | Buy |
5,288
+300
| +6% | +$21.7K | 0.25% | 46 |
|
2019
Q4 | $601K | Sell |
4,988
-20
| -0.4% | -$2.41K | 0.29% | 46 |
|
2019
Q3 | $593K | Hold |
5,008
| – | – | 0.3% | 48 |
|
2019
Q2 | $623K | Hold |
5,008
| – | – | 0.32% | 47 |
|
2019
Q1 | $617K | Hold |
5,008
| – | – | 0.32% | 49 |
|
2018
Q4 | $545K | Hold |
5,008
| – | – | 0.31% | 51 |
|
2018
Q3 | $612K | Hold |
5,008
| – | – | 0.32% | 42 |
|
2018
Q2 | $633K | Sell |
5,008
-23
| -0.5% | -$2.91K | 0.35% | 41 |
|
2018
Q1 | $573K | Sell |
5,031
-120
| -2% | -$13.7K | 0.32% | 42 |
|
2017
Q4 | $645K | Sell |
5,151
-45
| -0.9% | -$5.64K | 0.33% | 42 |
|
2017
Q3 | $611K | Buy |
5,196
+680
| +15% | +$80K | 0.32% | 41 |
|
2017
Q2 | $471K | Buy |
4,516
+87
| +2% | +$9.07K | 0.27% | 40 |
|
2017
Q1 | $476K | Hold |
4,429
| – | – | 0.28% | 38 |
|
2016
Q4 | $521K | Sell |
4,429
-339
| -7% | -$39.9K | 0.31% | 35 |
|
2016
Q3 | $491K | Sell |
4,768
-150
| -3% | -$15.4K | 0.3% | 35 |
|
2016
Q2 | $516K | Sell |
4,918
-100
| -2% | -$10.5K | 0.34% | 38 |
|
2016
Q1 | $479K | Hold |
5,018
| – | – | 0.33% | 40 |
|
2015
Q4 | $451K | Sell |
5,018
-150
| -3% | -$13.5K | 0.32% | 42 |
|
2015
Q3 | $408K | Sell |
5,168
-300
| -5% | -$23.7K | 0.33% | 35 |
|
2015
Q2 | $527K | Buy |
5,468
+50
| +0.9% | +$4.82K | 0.4% | 35 |
|
2015
Q1 | $569K | Sell |
5,418
-2,100
| -28% | -$221K | 0.39% | 36 |
|
2014
Q4 | $843K | Buy |
7,518
+3,100
| +70% | +$348K | 0.59% | 34 |
|
2014
Q3 | $527K | Hold |
4,418
| – | – | 0.41% | 37 |
|
2014
Q2 | $577K | Sell |
4,418
-350
| -7% | -$45.7K | 0.45% | 36 |
|
2014
Q1 | $567K | Sell |
4,768
-225
| -5% | -$26.8K | 0.45% | 37 |
|
2013
Q4 | $624K | Buy |
+4,993
| New | +$624K | 0.52% | 35 |
|