Buffington Mohr McNeal’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$759K Sell
4,535
-23,848
-84% -$3.99M 0.15% 61
2024
Q4
$4.11M Sell
28,383
-117
-0.4% -$16.9K 0.68% 38
2024
Q3
$4.2M Buy
28,500
+27
+0.1% +$3.98K 0.69% 39
2024
Q2
$4.45M Buy
28,473
+226
+0.8% +$35.4K 0.78% 37
2024
Q1
$4.46M Sell
28,247
-275
-1% -$43.4K 0.81% 38
2023
Q4
$4.25M Buy
28,522
+696
+3% +$104K 0.85% 34
2023
Q3
$4.69M Buy
27,826
+665
+2% +$112K 1.07% 32
2023
Q2
$4.27M Sell
27,161
-181
-0.7% -$28.5K 0.92% 34
2023
Q1
$4.46M Sell
27,342
-395
-1% -$64.4K 1.02% 33
2022
Q4
$4.98M Sell
27,737
-934
-3% -$168K 1.16% 31
2022
Q3
$4.12M Sell
28,671
-714
-2% -$103K 0.99% 35
2022
Q2
$4.25M Sell
29,385
-84
-0.3% -$12.2K 0.93% 35
2022
Q1
$4.8M Buy
29,469
+2,481
+9% +$404K 0.91% 36
2021
Q4
$3.17M Buy
26,988
+369
+1% +$43.3K 0.54% 41
2021
Q3
$2.7M Buy
26,619
+1,619
+6% +$164K 0.52% 43
2021
Q2
$2.62M Buy
25,000
+49
+0.2% +$5.13K 0.51% 45
2021
Q1
$2.62M Sell
24,951
-1,475
-6% -$155K 0.56% 42
2020
Q4
$2.23M Sell
26,426
-662
-2% -$55.9K 0.52% 41
2020
Q3
$1.95M Sell
27,088
-1,195
-4% -$86K 0.51% 40
2020
Q2
$2.52M Buy
28,283
+48
+0.2% +$4.28K 0.71% 36
2020
Q1
$2.05M Buy
28,235
+2,212
+9% +$160K 0.68% 39
2019
Q4
$3.14M Sell
26,023
-130
-0.5% -$15.7K 0.89% 32
2019
Q3
$3.1M Buy
26,153
+419
+2% +$49.7K 0.95% 32
2019
Q2
$3.2M Buy
25,734
+185
+0.7% +$23K 1% 33
2019
Q1
$3.15M Buy
25,549
+222
+0.9% +$27.3K 1.01% 33
2018
Q4
$2.76M Buy
25,327
+393
+2% +$42.7K 1.11% 30
2018
Q3
$3.05M Buy
24,934
+270
+1% +$33K 1.05% 33
2018
Q2
$3.12M Buy
24,664
+4,243
+21% +$536K 1.17% 29
2018
Q1
$2.33M Buy
20,421
+1,085
+6% +$124K 0.89% 35
2017
Q4
$2.42M Buy
19,336
+50
+0.3% +$6.26K 0.93% 34
2017
Q3
$2.19M Sell
19,286
-205
-1% -$23.3K 0.85% 37
2017
Q2
$2.03M Buy
19,491
+3,045
+19% +$318K 0.8% 36
2017
Q1
$1.77M Sell
16,446
-4,909
-23% -$527K 0.78% 40
2016
Q4
$2.51M Sell
21,355
-2,933
-12% -$345K 0.96% 32
2016
Q3
$2.5M Hold
24,288
1.05% 28
2016
Q2
$2.55M Sell
24,288
-3,000
-11% -$314K 1.12% 22
2016
Q1
$2.6M Buy
27,288
+21,553
+376% +$2.06M 1.14% 21
2015
Q4
$516K Buy
5,735
+189
+3% +$17K 0.28% 59
2015
Q3
$437K Hold
5,546
0.29% 44
2015
Q2
$535K Buy
5,546
+2,176
+65% +$210K 0.3% 47
2015
Q1
$354K Hold
3,370
0.2% 56
2014
Q4
$378K Sell
3,370
-733
-18% -$82.2K 0.22% 47
2014
Q3
$490K Sell
4,103
-200
-5% -$23.9K 0.28% 42
2014
Q2
$562K Buy
4,303
+233
+6% +$30.4K 0.31% 41
2014
Q1
$484K Buy
4,070
+70
+2% +$8.32K 0.29% 42
2013
Q4
$500K Sell
4,000
-95
-2% -$11.9K 0.31% 40
2013
Q3
$498K Hold
4,095
0.31% 41
2013
Q2
$485K Buy
+4,095
New +$485K 0.32% 44