BMA
Brooks Moore & Associates’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.89M | Sell |
32,237
-505
| -2% | -$76.6K | 2.64% | 9 |
|
|
2025
Q1 | $5.48M | Sell |
32,742
-115
| -0.4% | -$19.2K | 3.09% | 8 |
|
|
2024
Q4 | $4.76M | Buy |
32,857
+169
| +0.5% | +$24.5K | 2.81% | 9 |
|
|
2024
Q3 | $4.81M | Buy |
32,688
+542
| +2% | +$79.8K | 2.84% | 9 |
|
|
2024
Q2 | $5.03M | Buy |
32,146
+819
| +3% | +$128K | 3.23% | 8 |
|
|
2024
Q1 | $4.94M | Buy |
31,327
+314
| +1% | +$49.5K | 3.17% | 8 |
|
|
2023
Q4 | $4.63M | Buy |
31,013
+1,570
| +5% | +$234K | 3.18% | 7 |
|
|
2023
Q3 | $4.97M | Sell |
29,443
-22
| -0.1% | -$3.71K | 3.75% | 4 |
|
|
2023
Q2 | $4.64M | Buy |
29,465
+101
| +0.3% | +$15.9K | 3.26% | 7 |
|
|
2023
Q1 | $4.79M | Buy |
29,364
+970
| +3% | +$158K | 3.44% | 6 |
|
|
2022
Q4 | $5.1M | Sell |
28,394
-1,314
| -4% | -$236K | 3.72% | 4 |
|
|
2022
Q3 | $4.27M | Sell |
29,708
-179
| -0.6% | -$25.7K | 3.45% | 6 |
|
|
2022
Q2 | $4.33M | Sell |
29,887
-772
| -3% | -$112K | 3.12% | 7 |
|
|
2022
Q1 | $4.99M | Sell |
30,659
-1,487
| -5% | -$242K | 3.06% | 5 |
|
|
2021
Q4 | $3.77M | Sell |
32,146
-138
| -0.4% | -$16.2K | 2.21% | 13 |
|
|
2021
Q3 | $3.28M | Buy |
32,284
+234
| +0.7% | +$23.7K | 2.14% | 17 |
|
|
2021
Q2 | $3.36M | Buy |
32,050
+1,790
| +6% | +$187K | 2.14% | 17 |
|
|
2021
Q1 | $3.17M | Buy |
30,260
+26
| +0.1% | +$2.73K | 2.15% | 15 |
|
|
2020
Q4 | $2.55M | Sell |
30,234
-250
| -0.8% | -$21.1K | 1.98% | 17 |
|
|
2020
Q3 | $2.2M | Buy |
30,484
+3,664
| +14% | +$264K | 1.89% | 18 |
|
|
2020
Q2 | $2.39M | Buy |
26,820
+4,213
| +19% | +$376K | 2.24% | 14 |
|
|
2020
Q1 | $1.64M | Sell |
22,607
-468
| -2% | -$33.9K | 1.74% | 21 |
|
|
2019
Q4 | $2.78M | Sell |
23,075
-250
| -1% | -$30.1K | 2.21% | 12 |
|
|
2019
Q3 | $2.77M | Buy |
23,325
+22
| +0.1% | +$2.61K | 2.34% | 8 |
|
|
2019
Q2 | $2.9M | Buy |
23,303
+413
| +2% | +$51.4K | 2.49% | 7 |
|
|
2019
Q1 | $2.82M | Sell |
22,890
-156
| -0.7% | -$19.2K | 2.57% | 8 |
|
|
2018
Q4 | $2.51M | Buy |
+23,046
| New | +$2.51M | 2.52% | 8 |
|