Broadleaf Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $280K | Hold |
1,953
| – | – | 0.06% | 75 |
|
|
2025
Q1 | $327K | Hold |
1,953
| – | – | 0.09% | 66 |
|
|
2024
Q4 | $283K | Hold |
1,953
| – | – | 0.07% | 69 |
|
|
2024
Q3 | $288K | Hold |
1,953
| – | – | 0.07% | 72 |
|
|
2024
Q2 | $305K | Sell |
1,953
-74
| -4% | -$11.6K | 0.07% | 62 |
|
|
2024
Q1 | $320K | Buy |
2,027
+12
| +0.6% | +$1.89K | 0.08% | 66 |
|
|
2023
Q4 | $301K | Hold |
2,015
| – | – | 0.09% | 69 |
|
|
2023
Q3 | $340K | Sell |
2,015
-46
| -2% | -$7.76K | 0.11% | 55 |
|
|
2023
Q2 | $324K | Sell |
2,061
-82
| -4% | -$12.9K | 0.11% | 59 |
|
|
2023
Q1 | $350K | Hold |
2,143
| – | – | 0.12% | 58 |
|
|
2022
Q4 | $385K | Sell |
2,143
-507
| -19% | -$91.1K | 0.15% | 53 |
|
|
2022
Q3 | $381K | Sell |
2,650
-43
| -2% | -$6.18K | 0.16% | 53 |
|
|
2022
Q2 | $390K | Hold |
2,693
| – | – | 0.16% | 49 |
|
|
2022
Q1 | $439K | Hold |
2,693
| – | – | 0.15% | 52 |
|
|
2021
Q4 | $316K | Hold |
2,693
| – | – | 0.1% | 60 |
|
|
2021
Q3 | $273K | Hold |
2,693
| – | – | 0.09% | 62 |
|
|
2021
Q2 | $282K | Buy |
2,693
+125
| +5% | +$13.1K | 0.1% | 64 |
|
|
2021
Q1 | $269K | Hold |
2,568
| – | – | 0.1% | 66 |
|
|
2020
Q4 | $217K | Buy |
+2,568
| New | +$217K | 0.09% | 66 |
|
|
2020
Q3 | – | Sell |
-2,568
| Closed | -$229K | – | 64 |
|
|
2020
Q2 | $229K | Buy |
+2,568
| New | +$229K | 0.11% | 58 |
|
|
2020
Q1 | – | Sell |
-2,568
| Closed | -$309K | – | 59 |
|
|
2019
Q4 | $309K | Buy |
+2,568
| New | +$309K | 0.17% | 51 |
|