Bontempo Ohly Capital Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.57M | Buy |
17,950
+681
| +4% | +$97.5K | 1.16% | 27 |
|
|
2025
Q1 | $2.89M | Buy |
17,269
+1,087
| +7% | +$182K | 1.39% | 25 |
|
|
2024
Q4 | $2.34M | Sell |
16,182
-284
| -2% | -$41.1K | 1.14% | 24 |
|
|
2024
Q3 | $2.42M | Buy |
16,466
+1,034
| +7% | +$152K | 1.11% | 26 |
|
|
2024
Q2 | $2.41M | Buy |
15,432
+6
| +0% | +$939 | 1.21% | 25 |
|
|
2024
Q1 | $2.43M | Buy |
15,426
+1,417
| +10% | +$224K | 1.19% | 24 |
|
|
2023
Q4 | $2.09M | Buy |
14,009
+288
| +2% | +$43K | 1.01% | 27 |
|
|
2023
Q3 | $2.31M | Sell |
13,721
-1,620
| -11% | -$273K | 1.27% | 23 |
|
|
2023
Q2 | $2.41M | Sell |
15,341
-85
| -0.6% | -$13.4K | 1.18% | 24 |
|
|
2023
Q1 | $2.52M | Sell |
15,426
-2,321
| -13% | -$379K | 1.25% | 24 |
|
|
2022
Q4 | $3.19M | Sell |
17,747
-399
| -2% | -$71.6K | 1.89% | 19 |
|
|
2022
Q3 | $2.61M | Sell |
18,146
-53
| -0.3% | -$7.61K | 1.73% | 21 |
|
|
2022
Q2 | $2.64M | Sell |
18,199
-407
| -2% | -$58.9K | 1.63% | 25 |
|
|
2022
Q1 | $3.03M | Sell |
18,606
-5,448
| -23% | -$887K | 1.67% | 23 |
|
|
2021
Q4 | $2.82M | Sell |
24,054
-112
| -0.5% | -$13.1K | 1.46% | 23 |
|
|
2021
Q3 | $2.45M | Sell |
24,166
-177
| -0.7% | -$18K | 1.37% | 25 |
|
|
2021
Q2 | $2.55M | Sell |
24,343
-311
| -1% | -$32.6K | 1.38% | 26 |
|
|
2021
Q1 | $2.58M | Buy |
24,654
+5,425
| +28% | +$568K | 1.44% | 25 |
|
|
2020
Q4 | $1.62M | Buy |
19,229
+776
| +4% | +$65.5K | 0.97% | 27 |
|
|
2020
Q3 | $1.33M | Buy |
18,453
+184
| +1% | +$13.3K | 0.9% | 27 |
|
|
2020
Q2 | $1.63M | Sell |
18,269
-38
| -0.2% | -$3.39K | 1.15% | 27 |
|
|
2020
Q1 | $1.33M | Buy |
18,307
+1,922
| +12% | +$139K | 1.1% | 27 |
|
|
2019
Q4 | $1.98M | Buy |
16,385
+111
| +0.7% | +$13.4K | 1.32% | 27 |
|
|
2019
Q3 | $1.93M | Buy |
16,274
+160
| +1% | +$19K | 1.37% | 27 |
|
|
2019
Q2 | $2.01M | Buy |
16,114
+315
| +2% | +$39.2K | 1.45% | 27 |
|
|
2019
Q1 | $1.95M | Sell |
15,799
-2,768
| -15% | -$341K | 1.41% | 27 |
|
|
2018
Q4 | $2.02M | Buy |
18,567
+346
| +2% | +$37.6K | 1.5% | 25 |
|
|
2018
Q3 | $2.23M | Buy |
18,221
+1,421
| +8% | +$174K | 1.48% | 25 |
|
|
2018
Q2 | $2.12M | Buy |
16,800
+317
| +2% | +$40.1K | 1.67% | 21 |
|
|
2018
Q1 | $1.88M | Buy |
16,483
+7
| +0% | +$798 | 1.5% | 24 |
|
|
2017
Q4 | $1.87M | Sell |
16,476
-4,040
| -20% | -$458K | 1.46% | 26 |
|
|
2017
Q3 | $2.41M | Buy |
20,516
+51
| +0.2% | +$5.99K | 1.87% | 11 |
|
|
2017
Q2 | $2.14M | Sell |
20,465
-241
| -1% | -$25.1K | 1.72% | 13 |
|
|
2017
Q1 | $2.22M | Sell |
20,706
-3,553
| -15% | -$381K | 1.78% | 11 |
|
|
2016
Q4 | $2.86M | Sell |
24,259
-44
| -0.2% | -$5.18K | 2.33% | 10 |
|
|
2016
Q3 | $2.5M | Buy |
24,303
+449
| +2% | +$46.2K | 2.09% | 10 |
|
|
2016
Q2 | $2.5M | Sell |
23,854
-36
| -0.2% | -$3.77K | 2.16% | 10 |
|
|
2016
Q1 | $2.28M | Buy |
23,890
+3,571
| +18% | +$341K | 2% | 11 |
|
|
2015
Q4 | $1.83M | Buy |
20,319
+212
| +1% | +$19.1K | 1.73% | 19 |
|
|
2015
Q3 | $1.59M | Buy |
20,107
+458
| +2% | +$36.1K | 1.6% | 22 |
|
|
2015
Q2 | $1.9M | Sell |
19,649
-7
| -0% | -$675 | 1.84% | 12 |
|
|
2015
Q1 | $2.06M | Buy |
19,656
+3,616
| +23% | +$380K | 1.96% | 9 |
|
|
2014
Q4 | $1.8M | Buy |
+16,040
| New | +$1.8M | 1.74% | 20 |
|