Brick & Kyle Associates’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.23M | Buy |
22,119
+1,171
| +6% | +$171K | 1.43% | 28 |
|
|
2025
Q1 | $3.49M | Sell |
20,948
-459
| -2% | -$76.4K | 1.6% | 27 |
|
|
2024
Q4 | $3.1M | Sell |
21,407
-105
| -0.5% | -$15.2K | 1.32% | 30 |
|
|
2024
Q3 | $3.14M | Sell |
21,512
-227
| -1% | -$33.1K | 1.35% | 31 |
|
|
2024
Q2 | $3.4M | Sell |
21,739
-268
| -1% | -$41.9K | 1.4% | 28 |
|
|
2024
Q1 | $3.53M | Sell |
22,007
-6
| -0% | -$963 | 1.56% | 27 |
|
|
2023
Q4 | $3.28M | Sell |
22,013
-44
| -0.2% | -$6.56K | 1.63% | 28 |
|
|
2023
Q3 | $3.72M | Buy |
22,057
+1,247
| +6% | +$210K | 1.97% | 22 |
|
|
2023
Q2 | $3.25M | Hold |
20,810
| – | – | 1.74% | 23 |
|
|
2023
Q1 | $3.4M | Buy |
20,810
+70
| +0.3% | +$11.4K | 1.94% | 21 |
|
|
2022
Q4 | $3.72M | Sell |
20,740
-68
| -0.3% | -$12.2K | 2.17% | 21 |
|
|
2022
Q3 | $2.99M | Buy |
20,808
+1,333
| +7% | +$192K | 1.82% | 22 |
|
|
2022
Q2 | $2.81M | Buy |
19,475
+369
| +2% | +$53.2K | 1.57% | 30 |
|
|
2022
Q1 | $3.11M | Sell |
19,106
-49,114
| -72% | -$8M | 1.51% | 28 |
|
|
2021
Q4 | $8.01M | Buy |
68,220
+34,308
| +101% | +$4.03M | 1.86% | 22 |
|
|
2021
Q3 | $3.48M | Buy |
33,912
+2,445
| +8% | +$251K | 1.76% | 27 |
|
|
2021
Q2 | $3.28M | Buy |
31,467
+463
| +1% | +$48.3K | 1.71% | 28 |
|
|
2021
Q1 | $3.24M | Buy |
31,004
+110
| +0.4% | +$11.5K | 1.79% | 28 |
|
|
2020
Q4 | $2.61M | Sell |
30,894
-545
| -2% | -$46K | 1.63% | 26 |
|
|
2020
Q3 | $2.17M | Buy |
31,439
+14,605
| +87% | +$1.01M | 1.5% | 26 |
|
|
2020
Q2 | $1.49M | Buy |
16,834
+1,944
| +13% | +$171K | 1.11% | 30 |
|
|
2020
Q1 | $1.08M | Sell |
14,890
-455
| -3% | -$33K | 1.01% | 31 |
|
|
2019
Q4 | $1.79M | Sell |
15,345
-478
| -3% | -$55.7K | 1.36% | 28 |
|
|
2019
Q3 | $1.88M | Sell |
15,823
-1,911
| -11% | -$226K | 1.56% | 26 |
|
|
2019
Q2 | $2.19M | Buy |
17,734
+4,820
| +37% | +$594K | 2.06% | 18 |
|
|
2019
Q1 | $1.59M | Sell |
12,914
-192
| -1% | -$23.7K | 1.63% | 22 |
|
|
2018
Q4 | $1.43M | Buy |
+13,106
| New | +$1.43M | 1.36% | 27 |
|
|
2018
Q2 | $1.75M | Sell |
13,860
-275
| -2% | -$34.8K | 1.37% | 27 |
|
|
2018
Q1 | $1.61M | Sell |
14,135
-71
| -0.5% | -$8.1K | 1.3% | 26 |
|
|
2017
Q4 | $1.78M | Buy |
14,206
+103
| +0.7% | +$12.9K | 1.45% | 25 |
|
|
2017
Q3 | $1.66M | Sell |
14,103
-247
| -2% | -$29K | 1.34% | 29 |
|
|
2017
Q2 | $1.5M | Sell |
14,350
-704
| -5% | -$73.4K | 1.29% | 29 |
|
|
2017
Q1 | $1.62M | Buy |
15,054
+2
| +0% | +$215 | 1.25% | 31 |
|
|
2016
Q4 | $1.77M | Sell |
15,052
-27
| -0.2% | -$3.18K | 1.42% | 27 |
|
|
2016
Q3 | $1.55M | Sell |
15,079
-267
| -2% | -$27.5K | 1.25% | 33 |
|
|
2016
Q2 | $1.61M | Hold |
15,346
| – | – | 1.32% | 29 |
|
|
2016
Q1 | $1.46M | Hold |
15,346
| – | – | 1.27% | 32 |
|
|
2015
Q4 | $1.38M | Sell |
15,346
-900
| -6% | -$81K | 1.22% | 34 |
|
|
2015
Q3 | $1.28M | Buy |
16,246
+30
| +0.2% | +$2.37K | 1.2% | 32 |
|
|
2015
Q2 | $1.56M | Buy |
16,216
+680
| +4% | +$65.6K | 1.31% | 30 |
|
|
2015
Q1 | $1.63M | Buy |
15,536
+100
| +0.6% | +$10.5K | 1.4% | 28 |
|
|
2014
Q4 | $1.73M | Buy |
+15,436
| New | +$1.73M | 1.5% | 23 |
|