Bridges Investment 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 | $21.3M | Buy |
148,448
+441
| +0.3% | +$63.1K | 0.29% | 66 |
|
|
2025
Q1 | $24.8M | Sell |
148,007
-545
| -0.4% | -$91.2K | 0.36% | 63 |
|
|
2024
Q4 | $21.5M | Sell |
148,552
-2,281
| -2% | -$330K | 0.3% | 67 |
|
|
2024
Q3 | $22.2M | Sell |
150,833
-1,114
| -0.7% | -$164K | 0.31% | 67 |
|
|
2024
Q2 | $23.8M | Buy |
151,947
+65,960
| +77% | +$10.3M | 0.36% | 58 |
|
|
2024
Q1 | $13.6M | Sell |
85,987
-3,081
| -3% | -$486K | 0.42% | 52 |
|
|
2023
Q4 | $13.3M | Buy |
89,068
+1,850
| +2% | +$276K | 0.44% | 50 |
|
|
2023
Q3 | $14.7M | Sell |
87,218
-1,702
| -2% | -$287K | 0.52% | 48 |
|
|
2023
Q2 | $14M | Sell |
88,920
-7,142
| -7% | -$1.12M | 0.47% | 51 |
|
|
2023
Q1 | $15.7M | Buy |
96,062
+1,387
| +1% | +$226K | 0.56% | 47 |
|
|
2022
Q4 | $17M | Sell |
94,675
-2,868
| -3% | -$515K | 0.62% | 44 |
|
|
2022
Q3 | $14M | Sell |
97,543
-5,915
| -6% | -$850K | 0.54% | 46 |
|
|
2022
Q2 | $15M | Sell |
103,458
-1,056
| -1% | -$153K | 0.54% | 49 |
|
|
2022
Q1 | $17M | Sell |
104,514
-2,077
| -2% | -$338K | 0.53% | 48 |
|
|
2021
Q4 | $12.5M | Buy |
106,591
+6,717
| +7% | +$788K | 0.37% | 59 |
|
|
2021
Q3 | $10.1M | Sell |
99,874
-2,022
| -2% | -$205K | 0.32% | 66 |
|
|
2021
Q2 | $10.7M | Sell |
101,896
-13,090
| -11% | -$1.37M | 0.32% | 64 |
|
|
2021
Q1 | $12M | Sell |
114,986
-19,558
| -15% | -$2.05M | 0.35% | 59 |
|
|
2020
Q4 | $11.4M | Sell |
134,544
-25,810
| -16% | -$2.18M | 0.35% | 60 |
|
|
2020
Q3 | $11.5M | Sell |
160,354
-3,578
| -2% | -$258K | 0.39% | 57 |
|
|
2020
Q2 | $14.6M | Sell |
163,932
-7,227
| -4% | -$645K | 0.53% | 48 |
|
|
2020
Q1 | $12.4M | Sell |
171,159
-82,777
| -33% | -$6M | 0.56% | 48 |
|
|
2019
Q4 | $30.6M | Buy |
253,936
+3,139
| +1% | +$378K | 1.13% | 25 |
|
|
2019
Q3 | $29.7M | Sell |
250,797
-3,911
| -2% | -$464K | 1.13% | 22 |
|
|
2019
Q2 | $31.7M | Sell |
254,708
-2,043
| -0.8% | -$254K | 1.21% | 23 |
|
|
2019
Q1 | $31.6M | Buy |
256,751
+994
| +0.4% | +$122K | 1.29% | 21 |
|
|
2018
Q4 | $27.8M | Buy |
255,757
+21,293
| +9% | +$2.32M | 1.31% | 20 |
|
|
2018
Q3 | $28.7M | Buy |
234,464
+6,972
| +3% | +$853K | 1.42% | 15 |
|
|
2018
Q2 | $28.8M | Buy |
227,492
+2,467
| +1% | +$312K | 1.29% | 18 |
|
|
2018
Q1 | $25.7M | Buy |
225,025
+79,350
| +54% | +$9.05M | 1.18% | 20 |
|
|
2017
Q4 | $18.2M | Buy |
145,675
+2,153
| +2% | +$270K | 1.47% | 15 |
|
|
2017
Q3 | $16.9M | Buy |
143,522
+53,084
| +59% | +$6.24M | 1.6% | 15 |
|
|
2017
Q2 | $9.44M | Buy |
90,438
+756
| +0.8% | +$78.9K | 1.27% | 19 |
|
|
2017
Q1 | $9.63M | Buy |
89,682
+95
| +0.1% | +$10.2K | 1.33% | 17 |
|
|
2016
Q4 | $10.5M | Buy |
89,587
+4,074
| +5% | +$479K | 1.5% | 15 |
|
|
2016
Q3 | $8.8M | Buy |
85,513
+91
| +0.1% | +$9.37K | 1.47% | 18 |
|
|
2016
Q2 | $8.95M | Buy |
85,422
+3,194
| +4% | +$335K | 1.55% | 18 |
|
|
2016
Q1 | $7.85M | Buy |
82,228
+1,936
| +2% | +$185K | 1.43% | 19 |
|
|
2015
Q4 | $7.22M | Buy |
80,292
+706
| +0.9% | +$63.5K | 1.29% | 21 |
|
|
2015
Q3 | $7.68M | Hold |
79,586
| – | – | 1.33% | 19 |
|
|
2015
Q2 | $7.68M | Buy |
79,586
+3,225
| +4% | +$311K | 1.33% | 19 |
|
|
2015
Q1 | $8.02M | Buy |
76,361
+2,245
| +3% | +$236K | 1.4% | 18 |
|
|
2014
Q4 | $8.32M | Buy |
74,116
+4,960
| +7% | +$556K | 1.47% | 16 |
|
|
2014
Q3 | $8.25M | Buy |
69,156
+2,771
| +4% | +$331K | 1.55% | 14 |
|
|
2014
Q2 | $8.67M | Buy |
66,385
+3,672
| +6% | +$479K | 1.65% | 12 |
|
|
2014
Q1 | $7.46M | Buy |
62,713
+5,157
| +9% | +$613K | 1.56% | 15 |
|
|
2013
Q4 | $7.19M | Sell |
57,556
-2,236
| -4% | -$279K | 1.62% | 13 |
|
|
2013
Q3 | $7.27M | Buy |
59,792
+1,840
| +3% | +$224K | 1.8% | 11 |
|
|
2013
Q2 | $6.86M | Buy |
+57,952
| New | +$6.86M | 1.81% | 11 |
|