BOK Financial Private Wealth’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $604K | Sell |
4,217
-386
| -8% | -$55.3K | 0.04% | 115 |
|
|
2025
Q1 | $770K | Sell |
4,603
-450
| -9% | -$75.3K | 0.06% | 104 |
|
|
2024
Q4 | $732K | Sell |
5,053
-1,020
| -17% | -$148K | 0.05% | 110 |
|
|
2024
Q3 | $894K | Buy |
6,073
+1,383
| +29% | +$204K | 0.06% | 104 |
|
|
2024
Q2 | $734K | Hold |
4,690
| – | – | 0.05% | 111 |
|
|
2024
Q1 | $740K | Sell |
4,690
-76
| -2% | -$12K | 0.06% | 111 |
|
|
2023
Q4 | $711K | Buy |
4,766
+192
| +4% | +$28.6K | 0.06% | 106 |
|
|
2023
Q3 | $771K | Sell |
4,574
-35
| -0.8% | -$5.9K | 0.07% | 105 |
|
|
2023
Q2 | $725K | Sell |
4,609
-2,467
| -35% | -$388K | 0.06% | 109 |
|
|
2023
Q1 | $1.15M | Buy |
7,076
+9
| +0.1% | +$1.47K | 0.09% | 101 |
|
|
2022
Q4 | $1.27M | Sell |
7,067
-616
| -8% | -$111K | 0.11% | 91 |
|
|
2022
Q3 | $1.1M | Buy |
7,683
+500
| +7% | +$71.8K | 0.1% | 102 |
|
|
2022
Q2 | $1.04M | Sell |
7,183
-7,602
| -51% | -$1.1M | 0.09% | 105 |
|
|
2022
Q1 | $2.41M | Buy |
14,785
+2,181
| +17% | +$355K | 0.17% | 86 |
|
|
2021
Q4 | $1.48M | Buy |
12,604
+4,169
| +49% | +$489K | 0.1% | 110 |
|
|
2021
Q3 | $856K | Buy |
8,435
+267
| +3% | +$27.1K | 0.07% | 120 |
|
|
2021
Q2 | $856K | Buy |
8,168
+1,231
| +18% | +$129K | 0.07% | 116 |
|
|
2021
Q1 | $727K | Buy |
6,937
+1,109
| +19% | +$116K | 0.07% | 110 |
|
|
2020
Q4 | $492K | Buy |
5,828
+2,501
| +75% | +$211K | 0.05% | 122 |
|
|
2020
Q3 | $240K | Sell |
3,327
-1,168
| -26% | -$84.3K | 0.03% | 152 |
|
|
2020
Q2 | $401K | Sell |
4,495
-2,923
| -39% | -$261K | 0.04% | 127 |
|
|
2020
Q1 | $538K | Sell |
7,418
-39,597
| -84% | -$2.87M | 0.07% | 125 |
|
|
2019
Q4 | $5.67M | Buy |
47,015
+43,952
| +1,435% | +$5.3M | 0.48% | 52 |
|
|
2019
Q3 | $363K | Buy |
3,063
+615
| +25% | +$72.9K | 0.05% | 81 |
|
|
2019
Q2 | $305K | Buy |
2,448
+805
| +49% | +$100K | 0.04% | 90 |
|
|
2019
Q1 | $202K | Buy |
+1,643
| New | +$202K | 0.03% | 116 |
|
|
2017
Q2 | – | Sell |
-5,203
| Closed | -$559K | – | 140 |
|
|
2017
Q1 | $559K | Buy |
+5,203
| New | +$559K | 0.08% | 68 |
|
|
2015
Q4 | – | Sell |
-2,895
| Closed | -$228K | – | 79 |
|
|
2015
Q3 | $228K | Hold |
2,895
| – | – | 0.04% | 68 |
|
|
2015
Q2 | $279K | Sell |
2,895
-1,000
| -26% | -$96.4K | 0.05% | 63 |
|
|
2015
Q1 | $409K | Sell |
3,895
-1,185
| -23% | -$124K | 0.07% | 48 |
|
|
2014
Q4 | $570K | Buy |
5,080
+1,685
| +50% | +$189K | 0.09% | 42 |
|
|
2014
Q3 | $405K | Hold |
3,395
| – | – | 0.07% | 47 |
|
|
2014
Q2 | $443K | Hold |
3,395
| – | – | 0.07% | 44 |
|
|
2014
Q1 | $404K | Hold |
3,395
| – | – | 0.07% | 47 |
|
|
2013
Q4 | $424K | Hold |
3,395
| – | – | 0.08% | 41 |
|
|
2013
Q3 | $412K | Buy |
3,395
+500
| +17% | +$60.7K | 0.08% | 41 |
|
|
2013
Q2 | $343K | Buy |
+2,895
| New | +$343K | 0.07% | 36 |
|