BC
Burney Company’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.59M | Sell |
25,095
-6,358
| -20% | -$910K | 0.12% | 159 |
|
|
2025
Q1 | $5.26M | Sell |
31,453
-2,612
| -8% | -$437K | 0.19% | 120 |
|
|
2024
Q4 | $4.93M | Sell |
34,065
-6,400
| -16% | -$927K | 0.17% | 127 |
|
|
2024
Q3 | $5.96M | Buy |
40,465
+9,164
| +29% | +$1.35M | 0.21% | 115 |
|
|
2024
Q2 | $4.9M | Buy |
31,301
+13,820
| +79% | +$2.16M | 0.19% | 128 |
|
|
2024
Q1 | $2.76M | Buy |
17,481
+275
| +2% | +$43.4K | 0.11% | 192 |
|
|
2023
Q4 | $2.57M | Buy |
17,206
+32
| +0.2% | +$4.77K | 0.11% | 203 |
|
|
2023
Q3 | $2.9M | Sell |
17,174
-359
| -2% | -$60.5K | 0.14% | 177 |
|
|
2023
Q2 | $2.76M | Buy |
17,533
+194
| +1% | +$30.5K | 0.13% | 191 |
|
|
2023
Q1 | $2.83M | Buy |
17,339
+103
| +0.6% | +$16.8K | 0.14% | 181 |
|
|
2022
Q4 | $3.09M | Sell |
17,236
-992
| -5% | -$178K | 0.16% | 161 |
|
|
2022
Q3 | $2.62M | Buy |
18,228
+496
| +3% | +$71.3K | 0.14% | 166 |
|
|
2022
Q2 | $2.57M | Sell |
17,732
-497
| -3% | -$71.9K | 0.14% | 178 |
|
|
2022
Q1 | $2.97M | Sell |
18,229
-273
| -1% | -$44.4K | 0.14% | 181 |
|
|
2021
Q4 | $2.17M | Sell |
18,502
-22
| -0.1% | -$2.58K | 0.09% | 225 |
|
|
2021
Q3 | $1.88M | Buy |
18,524
+228
| +1% | +$23.1K | 0.09% | 232 |
|
|
2021
Q2 | $1.92M | Sell |
18,296
-45
| -0.2% | -$4.71K | 0.09% | 238 |
|
|
2021
Q1 | $1.92M | Sell |
18,341
-156
| -0.8% | -$16.3K | 0.09% | 228 |
|
|
2020
Q4 | $1.56M | Sell |
18,497
-4,715
| -20% | -$398K | 0.09% | 242 |
|
|
2020
Q3 | $1.67M | Sell |
23,212
-3,348
| -13% | -$241K | 0.1% | 229 |
|
|
2020
Q2 | $2.37M | Sell |
26,560
-32,618
| -55% | -$2.91M | 0.15% | 171 |
|
|
2020
Q1 | $4.29M | Sell |
59,178
-57,488
| -49% | -$4.17M | 0.33% | 91 |
|
|
2019
Q4 | $14.1M | Buy |
116,666
+5,930
| +5% | +$715K | 0.78% | 26 |
|
|
2019
Q3 | $13.1M | Buy |
110,736
+8,032
| +8% | +$953K | 0.79% | 24 |
|
|
2019
Q2 | $12.8M | Buy |
102,704
+42,542
| +71% | +$5.29M | 0.78% | 27 |
|
|
2019
Q1 | $7.41M | Buy |
60,162
+41,859
| +229% | +$5.16M | 0.46% | 71 |
|
|
2018
Q4 | $1.99M | Buy |
18,303
+2,587
| +16% | +$281K | 0.14% | 174 |
|
|
2018
Q3 | $1.92M | Sell |
15,716
-3,063
| -16% | -$375K | 0.11% | 199 |
|
|
2018
Q2 | $2.37M | Buy |
18,779
+4,603
| +32% | +$582K | 0.14% | 176 |
|
|
2018
Q1 | $1.62M | Sell |
14,176
-5,110
| -26% | -$583K | 0.1% | 206 |
|
|
2017
Q4 | $2.41M | Buy |
19,286
+1,780
| +10% | +$223K | 0.14% | 170 |
|
|
2017
Q3 | $2.06M | Sell |
17,506
-1,200
| -6% | -$141K | 0.13% | 172 |
|
|
2017
Q2 | $1.95M | Sell |
18,706
-1,226
| -6% | -$128K | 0.13% | 172 |
|
|
2017
Q1 | $2.14M | Buy |
19,932
+38
| +0.2% | +$4.08K | 0.14% | 161 |
|
|
2016
Q4 | $2.34M | Buy |
19,894
+9
| +0% | +$1.06K | 0.16% | 146 |
|
|
2016
Q3 | $2.03M | Sell |
19,885
-163
| -0.8% | -$16.6K | 0.14% | 153 |
|
|
2016
Q2 | $2.1M | Sell |
20,048
-1,391
| -6% | -$146K | 0.15% | 147 |
|
|
2016
Q1 | $2.05M | Sell |
21,439
-606
| -3% | -$57.8K | 0.15% | 149 |
|
|
2015
Q4 | $1.99M | Sell |
22,045
-1,788
| -8% | -$162K | 0.15% | 149 |
|
|
2015
Q3 | $1.88M | Sell |
23,833
-5,308
| -18% | -$419K | 0.14% | 154 |
|
|
2015
Q2 | $2.81M | Sell |
29,141
-2,496
| -8% | -$241K | 0.19% | 132 |
|
|
2015
Q1 | $3.32M | Buy |
31,637
+2,400
| +8% | +$252K | 0.23% | 122 |
|
|
2014
Q4 | $3.28M | Sell |
29,237
-9,628
| -25% | -$1.08M | 0.26% | 109 |
|
|
2014
Q3 | $4.64M | Sell |
38,865
-87
| -0.2% | -$10.4K | 0.4% | 84 |
|
|
2014
Q2 | $5.09M | Sell |
38,952
-1,781
| -4% | -$233K | 0.44% | 73 |
|
|
2014
Q1 | $4.84M | Sell |
40,733
-3,217
| -7% | -$383K | 0.44% | 75 |
|
|
2013
Q4 | $5.49M | Sell |
43,950
-5,090
| -10% | -$636K | 0.53% | 62 |
|
|
2013
Q3 | $5.96M | Buy |
49,040
+2,009
| +4% | +$244K | 0.67% | 47 |
|
|
2013
Q2 | $5.57M | Buy |
+47,031
| New | +$5.57M | 0.69% | 43 |
|