Brookmont 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 | $1.56M | Sell |
10,918
-9,949
| -48% | -$1.42M | 0.9% | 30 |
|
2025
Q1 | $3.49M | Sell |
20,867
-939
| -4% | -$157K | 1.97% | 17 |
|
2024
Q4 | $3.16M | Sell |
21,806
-30
| -0.1% | -$4.35K | 1.69% | 21 |
|
2024
Q3 | $3.22M | Sell |
21,836
-852
| -4% | -$125K | 1.65% | 21 |
|
2024
Q2 | $3.55M | Sell |
22,688
-91
| -0.4% | -$14.2K | 1.94% | 18 |
|
2024
Q1 | $3.59M | Buy |
22,779
+83
| +0.4% | +$13.1K | 1.89% | 19 |
|
2023
Q4 | $3.39M | Buy |
22,696
+88
| +0.4% | +$13.1K | 1.9% | 20 |
|
2023
Q3 | $3.81M | Sell |
22,608
-129
| -0.6% | -$21.8K | 2.38% | 15 |
|
2023
Q2 | $3.58M | Buy |
22,737
+9
| +0% | +$1.42K | 2.16% | 17 |
|
2023
Q1 | $3.71M | Buy |
22,728
+71
| +0.3% | +$11.6K | 2.33% | 14 |
|
2022
Q4 | $4.07M | Sell |
22,657
-2,219
| -9% | -$398K | 2.5% | 7 |
|
2022
Q3 | $3.57M | Buy |
24,876
+969
| +4% | +$139K | 2.48% | 12 |
|
2022
Q2 | $3.46M | Sell |
23,907
-1,936
| -7% | -$280K | 2.38% | 11 |
|
2022
Q1 | $4.21M | Sell |
25,843
-383
| -1% | -$62.4K | 2.53% | 9 |
|
2021
Q4 | $3.08M | Sell |
26,226
-1,191
| -4% | -$140K | 1.63% | 19 |
|
2021
Q3 | $2.78M | Buy |
27,417
+330
| +1% | +$33.5K | 1.64% | 22 |
|
2021
Q2 | $2.84M | Sell |
27,087
-96
| -0.4% | -$10.1K | 1.72% | 20 |
|
2021
Q1 | $2.85M | Buy |
27,183
+207
| +0.8% | +$21.7K | 1.84% | 19 |
|
2020
Q4 | $2.28M | Sell |
26,976
-2,090
| -7% | -$176K | 1.61% | 23 |
|
2020
Q3 | $2.09M | Buy |
29,066
+576
| +2% | +$41.5K | 1.56% | 22 |
|
2020
Q2 | $2.54M | Sell |
28,490
-10,108
| -26% | -$902K | 2.03% | 14 |
|
2020
Q1 | $2.8M | Buy |
38,598
+1,484
| +4% | +$108K | 2.25% | 15 |
|
2019
Q4 | $4.47M | Sell |
37,114
-4,318
| -10% | -$520K | 2.67% | 6 |
|
2019
Q3 | $4.91M | Sell |
41,432
-311
| -0.7% | -$36.9K | 2.8% | 4 |
|
2019
Q2 | $5.19M | Buy |
41,743
+185
| +0.4% | +$23K | 3.12% | 3 |
|
2019
Q1 | $5.12M | Buy |
41,558
+53
| +0.1% | +$6.53K | 3.15% | 2 |
|
2018
Q4 | $4.52M | Buy |
41,505
+83
| +0.2% | +$9.03K | 3.07% | 3 |
|
2018
Q3 | $5.07M | Hold |
41,422
| – | – | 3.02% | 3 |
|
2018
Q2 | $5.24M | Buy |
41,422
+584
| +1% | +$73.8K | 3.29% | 3 |
|
2018
Q1 | $4.66M | Sell |
40,838
-31,600
| -44% | -$3.6M | 3.08% | 3 |
|
2017
Q4 | $9.07M | Buy |
72,438
+16,547
| +30% | +$2.07M | 3.91% | 3 |
|
2017
Q3 | $6.57M | Sell |
55,891
-37,674
| -40% | -$4.43M | 3.6% | 2 |
|
2017
Q2 | $9.76M | Buy |
93,565
+3,849
| +4% | +$402K | 3.68% | 6 |
|
2017
Q1 | $9.63M | Sell |
89,716
-1,312
| -1% | -$141K | 3.56% | 7 |
|
2016
Q4 | $10.7M | Sell |
91,028
-6,047
| -6% | -$712K | 4.22% | 4 |
|
2016
Q3 | $9.99M | Sell |
97,075
-898
| -0.9% | -$92.4K | 3.72% | 4 |
|
2016
Q2 | $10.3M | Sell |
97,973
-17,781
| -15% | -$1.86M | 3.74% | 4 |
|
2016
Q1 | $11M | Sell |
115,754
-15,363
| -12% | -$1.47M | 3.54% | 7 |
|
2015
Q4 | $11.8M | Sell |
131,117
-18,363
| -12% | -$1.65M | 3.35% | 10 |
|
2015
Q3 | $11.8M | Buy |
149,480
+20,620
| +16% | +$1.63M | 3.37% | 14 |
|
2015
Q2 | $12.4M | Buy |
128,860
+6,593
| +5% | +$636K | 3.15% | 14 |
|
2015
Q1 | $12.8M | Buy |
122,267
+18,714
| +18% | +$1.96M | 3.21% | 9 |
|
2014
Q4 | $11.6M | Sell |
103,553
-13,072
| -11% | -$1.47M | 3.36% | 9 |
|
2014
Q3 | $13.9M | Sell |
116,625
-3,267
| -3% | -$390K | 3.56% | 12 |
|
2014
Q2 | $15.7M | Buy |
119,892
+10,916
| +10% | +$1.43M | 3.77% | 6 |
|
2014
Q1 | $13M | Buy |
108,976
+6,150
| +6% | +$731K | 3.56% | 11 |
|
2013
Q4 | $12.8M | Buy |
102,826
+12,273
| +14% | +$1.53M | 3.54% | 11 |
|
2013
Q3 | $11M | Buy |
90,553
+17,293
| +24% | +$2.1M | 3.58% | 3 |
|
2013
Q2 | $8.67M | Buy |
+73,260
| New | +$8.67M | 3.59% | 5 |
|