Boston Financial Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $5.52M | Sell |
38,119
-2,550
| -6% | -$369K | 0.17% | 96 |
|
|
2024
Q3 | $5.99M | Sell |
40,669
-2,624
| -6% | -$386K | 0.18% | 94 |
|
|
2024
Q2 | $6.77M | Sell |
43,293
-1,665
| -4% | -$260K | 0.22% | 86 |
|
|
2024
Q1 | $7.09M | Buy |
44,958
+3,029
| +7% | +$478K | 0.23% | 84 |
|
|
2023
Q4 | $6.25M | Sell |
41,929
-1,647
| -4% | -$246K | 0.21% | 88 |
|
|
2023
Q3 | $7.35M | Buy |
43,576
+44
| +0.1% | +$7.42K | 0.27% | 76 |
|
|
2023
Q2 | $6.85M | Buy |
43,532
+2,148
| +5% | +$338K | 0.25% | 82 |
|
|
2023
Q1 | $6.75M | Buy |
41,384
+29,493
| +248% | +$4.81M | 0.26% | 78 |
|
|
2022
Q4 | $2.13M | Sell |
11,891
-75
| -0.6% | -$13.5K | 0.09% | 130 |
|
|
2022
Q3 | $1.72M | Buy |
11,966
+357
| +3% | +$51.3K | 0.07% | 138 |
|
|
2022
Q2 | $1.68M | Buy |
11,609
+815
| +8% | +$118K | 0.07% | 125 |
|
|
2022
Q1 | $1.76M | Buy |
10,794
+881
| +9% | +$143K | 0.07% | 131 |
|
|
2021
Q4 | $1.16M | Buy |
9,913
+373
| +4% | +$43.8K | 0.04% | 139 |
|
|
2021
Q3 | $968K | Buy |
9,540
+1,200
| +14% | +$122K | 0.04% | 140 |
|
|
2021
Q2 | $874K | Sell |
8,340
-10
| -0.1% | -$1.05K | 0.04% | 141 |
|
|
2021
Q1 | $875K | Sell |
8,350
-2,344
| -22% | -$246K | 0.04% | 132 |
|
|
2020
Q4 | $903K | Sell |
10,694
-2,257
| -17% | -$191K | 0.04% | 130 |
|
|
2020
Q3 | $932K | Sell |
12,951
-1,250
| -9% | -$90K | 0.05% | 130 |
|
|
2020
Q2 | $1.27M | Sell |
14,201
-6,054
| -30% | -$540K | 0.07% | 112 |
|
|
2020
Q1 | $1.47M | Sell |
20,255
-12,894
| -39% | -$935K | 0.09% | 104 |
|
|
2019
Q4 | $4M | Sell |
33,149
-2,348
| -7% | -$283K | 0.22% | 89 |
|
|
2019
Q3 | $4.21M | Sell |
35,497
-510
| -1% | -$60.5K | 0.24% | 91 |
|
|
2019
Q2 | $4.48M | Sell |
36,007
-147,712
| -80% | -$18.4M | 0.26% | 88 |
|
|
2019
Q1 | $22.6M | Buy |
183,719
+1,841
| +1% | +$227K | 1.38% | 23 |
|
|
2018
Q4 | $19.8M | Sell |
181,878
-5,180
| -3% | -$564K | 1.37% | 17 |
|
|
2018
Q3 | $22.9M | Buy |
187,058
+14,626
| +8% | +$1.79M | 1.35% | 15 |
|
|
2018
Q2 | $21.8M | Sell |
172,432
-5,625
| -3% | -$711K | 1.47% | 12 |
|
|
2018
Q1 | $20.3M | Buy |
178,057
+16,395
| +10% | +$1.87M | 1.39% | 13 |
|
|
2017
Q4 | $20.2M | Buy |
161,662
+2,354
| +1% | +$295K | 1.35% | 12 |
|
|
2017
Q3 | $18.7M | Buy |
159,308
+805
| +0.5% | +$94.6K | 1.33% | 10 |
|
|
2017
Q2 | $16.5M | Buy |
158,503
+3,668
| +2% | +$383K | 1.19% | 15 |
|
|
2017
Q1 | $16.6M | Buy |
154,835
+4,896
| +3% | +$526K | 1.24% | 13 |
|
|
2016
Q4 | $17.6M | Buy |
149,939
+5,034
| +3% | +$593K | 1.39% | 10 |
|
|
2016
Q3 | $14.9M | Buy |
144,905
+6,310
| +5% | +$649K | 1.22% | 14 |
|
|
2016
Q2 | $14.5M | Buy |
138,595
+87,702
| +172% | +$9.19M | 1.18% | 16 |
|
|
2016
Q1 | $4.86M | Sell |
50,893
-3,389
| -6% | -$323K | 0.73% | 52 |
|
|
2015
Q4 | $4.88M | Sell |
54,282
-436
| -0.8% | -$39.2K | 0.7% | 53 |
|
|
2015
Q3 | $4.32M | Buy |
54,718
+7,372
| +16% | +$581K | 0.61% | 58 |
|
|
2015
Q2 | $4.57M | Sell |
47,346
-2,205
| -4% | -$213K | 0.59% | 56 |
|
|
2015
Q1 | $5.2M | Buy |
49,551
+422
| +0.9% | +$44.3K | 0.65% | 52 |
|
|
2014
Q4 | $5.51M | Buy |
49,129
+5,402
| +12% | +$606K | 0.69% | 48 |
|
|
2014
Q3 | $5.22M | Sell |
43,727
-2,191
| -5% | -$261K | 0.68% | 48 |
|
|
2014
Q2 | $6M | Sell |
45,918
-2,087
| -4% | -$272K | 0.79% | 44 |
|
|
2014
Q1 | $5.71M | Buy |
48,005
+800
| +2% | +$95.1K | 0.76% | 42 |
|
|
2013
Q4 | $5.9M | Buy |
47,205
+1,757
| +4% | +$219K | 0.81% | 38 |
|
|
2013
Q3 | $5.52M | Buy |
45,448
+808
| +2% | +$98.2K | 0.83% | 38 |
|
|
2013
Q2 | $5.28M | Buy |
+44,640
| New | +$5.28M | 0.82% | 38 |
|