BCM
Boltwood Capital Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.26M | Buy |
22,735
+20
| +0.1% | +$2.86K | 0.93% | 27 |
|
|
2025
Q1 | $3.8M | Buy |
22,715
+50
| +0.2% | +$8.36K | 1.16% | 25 |
|
|
2024
Q4 | $3.28M | Sell |
22,665
-68
| -0.3% | -$9.85K | 1% | 26 |
|
|
2024
Q3 | $3.35M | Sell |
22,733
-65
| -0.3% | -$9.57K | 0.99% | 26 |
|
|
2024
Q2 | $3.57M | Buy |
22,798
+60
| +0.3% | +$9.39K | 1.11% | 25 |
|
|
2024
Q1 | $3.59M | Sell |
22,738
-210
| -0.9% | -$33.1K | 1.11% | 23 |
|
|
2023
Q4 | $3.42M | Sell |
22,948
-170
| -0.7% | -$25.4K | 1.13% | 21 |
|
|
2023
Q3 | $3.9M | Buy |
23,118
+14
| +0.1% | +$2.36K | 1.44% | 16 |
|
|
2023
Q2 | $3.64M | Sell |
23,104
-840
| -4% | -$132K | 1.31% | 18 |
|
|
2023
Q1 | $3.91M | Buy |
23,944
+244
| +1% | +$39.8K | 1.46% | 17 |
|
|
2022
Q4 | $4.25M | Sell |
23,700
-192
| -0.8% | -$34.5K | 1.73% | 13 |
|
|
2022
Q3 | $3.43M | Sell |
23,892
-2,810
| -11% | -$404K | 1.57% | 15 |
|
|
2022
Q2 | $3.87M | Buy |
26,702
+217
| +0.8% | +$31.4K | 1.67% | 13 |
|
|
2022
Q1 | $4.31M | Sell |
26,485
-291
| -1% | -$47.4K | 1.67% | 12 |
|
|
2021
Q4 | $3.14M | Sell |
26,776
-25
| -0.1% | -$2.93K | 1.16% | 24 |
|
|
2021
Q3 | $2.72M | Sell |
26,801
-445
| -2% | -$45.1K | 1.1% | 28 |
|
|
2021
Q2 | $2.85M | Sell |
27,246
-235
| -0.9% | -$24.6K | 1.19% | 23 |
|
|
2021
Q1 | $2.88M | Buy |
27,481
+560
| +2% | +$58.7K | 1.28% | 21 |
|
|
2020
Q4 | $2.27M | Sell |
26,921
-500
| -2% | -$42.2K | 1.1% | 28 |
|
|
2020
Q3 | $1.97M | Sell |
27,421
-4,615
| -14% | -$332K | 1.1% | 27 |
|
|
2020
Q2 | $2.86M | Sell |
32,036
-75
| -0.2% | -$6.69K | 1.73% | 15 |
|
|
2020
Q1 | $2.33M | Sell |
32,111
-1,655
| -5% | -$120K | 1.65% | 17 |
|
|
2019
Q4 | $4.07M | Sell |
33,766
-711
| -2% | -$85.7K | 2.28% | 6 |
|
|
2019
Q3 | $4.09M | Sell |
34,477
-1,315
| -4% | -$156K | 2.57% | 3 |
|
|
2019
Q2 | $4.45M | Sell |
35,792
-600
| -2% | -$74.7K | 2.84% | 2 |
|
|
2019
Q1 | $4.48M | Sell |
36,392
-449
| -1% | -$55.3K | 2.92% | 2 |
|
|
2018
Q4 | $4.01M | Sell |
36,841
-62
| -0.2% | -$6.74K | 2.74% | 2 |
|
|
2018
Q3 | $4.51M | Buy |
36,903
+100
| +0.3% | +$12.2K | 2.69% | 4 |
|
|
2018
Q2 | $4.65M | Sell |
36,803
-2,455
| -6% | -$310K | 3.03% | 2 |
|
|
2018
Q1 | $4.48M | Sell |
39,258
-902
| -2% | -$103K | 3.06% | 2 |
|
|
2017
Q4 | $5.03M | Sell |
40,160
-145
| -0.4% | -$18.2K | 3.08% | 3 |
|
|
2017
Q3 | $4.74M | Sell |
40,305
-250
| -0.6% | -$29.4K | 3.08% | 3 |
|
|
2017
Q2 | $4.23M | Buy |
40,555
+1,750
| +5% | +$183K | 2.86% | 3 |
|
|
2017
Q1 | $4.17M | Buy |
38,805
+1,425
| +4% | +$153K | 2.92% | 3 |
|
|
2016
Q4 | $4.4M | Buy |
37,380
+850
| +2% | +$100K | 3.36% | 2 |
|
|
2016
Q3 | $3.76M | Sell |
36,530
-65
| -0.2% | -$6.69K | 3.02% | 3 |
|
|
2016
Q2 | $3.84M | Buy |
36,595
+10
| +0% | +$1.05K | 3.19% | 4 |
|
|
2016
Q1 | $3.49M | Buy |
36,585
+2,125
| +6% | +$203K | 3.07% | 4 |
|
|
2015
Q4 | $3.09M | Sell |
34,460
-843
| -2% | -$75.6K | 2.83% | 5 |
|
|
2015
Q3 | $2.79M | Buy |
35,303
+100
| +0.3% | +$7.89K | 2.97% | 6 |
|
|
2015
Q2 | $3.4M | Sell |
35,203
-44,227
| -56% | -$4.27M | 3.34% | 4 |
|
|
2015
Q1 | $8.34M | Buy |
79,430
+100
| +0.1% | +$10.5K | 2.44% | 15 |
|
|
2014
Q4 | $8.9M | Buy |
79,330
+50
| +0.1% | +$5.61K | 2.54% | 16 |
|
|
2014
Q3 | $9.46M | Sell |
79,280
-2,939
| -4% | -$351K | 2.8% | 14 |
|
|
2014
Q2 | $10.7M | Buy |
82,219
+1,881
| +2% | +$246K | 3.17% | 11 |
|
|
2014
Q1 | $9.55M | Sell |
80,338
-948
| -1% | -$113K | 3.01% | 12 |
|
|
2013
Q4 | $10.2M | Buy |
81,286
+80
| +0.1% | +$9.99K | 3.32% | 10 |
|
|
2013
Q3 | $9.87M | Buy |
81,206
+150
| +0.2% | +$18.2K | 3.57% | 9 |
|
|
2013
Q2 | $9.59M | Buy |
+81,056
| New | +$9.59M | 3.95% | 5 |
|