Butensky & Cohen Financial Security’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.85M | Buy |
33,903
+2,551
| +8% | +$365K | 1.44% | 29 |
|
|
2025
Q1 | $5.24M | Buy |
31,352
+57
| +0.2% | +$9.54K | 1.61% | 17 |
|
|
2024
Q4 | $4.53M | Buy |
31,295
+1,065
| +4% | +$154K | 1.43% | 27 |
|
|
2024
Q3 | $4.45M | Buy |
30,230
+678
| +2% | +$99.8K | 1.32% | 42 |
|
|
2024
Q2 | $4.62M | Buy |
29,552
+559
| +2% | +$87.4K | 1.47% | 23 |
|
|
2024
Q1 | $4.57M | Buy |
28,993
+483
| +2% | +$76.2K | 1.42% | 36 |
|
|
2023
Q4 | $4.25M | Buy |
28,510
+734
| +3% | +$109K | 1.41% | 34 |
|
|
2023
Q3 | $4.68M | Buy |
27,776
+1,699
| +7% | +$286K | 1.7% | 8 |
|
|
2023
Q2 | $4.1M | Sell |
26,077
-703
| -3% | -$111K | 1.48% | 30 |
|
|
2023
Q1 | $4.37M | Sell |
26,780
-92
| -0.3% | -$15K | 1.58% | 23 |
|
|
2022
Q4 | $4.82M | Buy |
26,872
+289
| +1% | +$51.9K | 1.78% | 5 |
|
|
2022
Q3 | $3.82M | Buy |
26,583
+1,669
| +7% | +$240K | 1.59% | 18 |
|
|
2022
Q2 | $3.61M | Sell |
24,914
-1,192
| -5% | -$173K | 1.48% | 23 |
|
|
2022
Q1 | $4.25M | Sell |
26,106
-5,025
| -16% | -$818K | 1.49% | 21 |
|
|
2021
Q4 | $3.65M | Buy |
31,131
+561
| +2% | +$65.8K | 1.3% | 36 |
|
|
2021
Q3 | $3.1M | Buy |
30,570
+313
| +1% | +$31.8K | 1.23% | 51 |
|
|
2021
Q2 | $3.17M | Buy |
30,257
+978
| +3% | +$102K | 1.26% | 48 |
|
|
2021
Q1 | $3.07M | Buy |
29,279
+3,377
| +13% | +$354K | 1.27% | 48 |
|
|
2020
Q4 | $2.19M | Buy |
25,902
+786
| +3% | +$66.4K | 0.99% | 58 |
|
|
2020
Q3 | $1.81M | Buy |
25,116
+290
| +1% | +$20.9K | 0.96% | 61 |
|
|
2020
Q2 | $2.22M | Buy |
24,826
+1,150
| +5% | +$103K | 1.26% | 44 |
|
|
2020
Q1 | $1.72M | Buy |
23,676
+1,247
| +6% | +$90.4K | 1.29% | 39 |
|
|
2019
Q4 | $2.7M | Sell |
22,429
-165
| -0.7% | -$19.9K | 1.55% | 27 |
|
|
2019
Q3 | $2.68M | Buy |
22,594
+1,510
| +7% | +$179K | 1.61% | 20 |
|
|
2019
Q2 | $2.62M | Buy |
21,084
+1,301
| +7% | +$162K | 1.75% | 10 |
|
|
2019
Q1 | $2.44M | Buy |
19,783
+1,693
| +9% | +$209K | 1.77% | 11 |
|
|
2018
Q4 | $1.97M | Buy |
18,090
+334
| +2% | +$36.3K | 1.75% | 13 |
|
|
2018
Q3 | $2.17M | Buy |
17,756
+70
| +0.4% | +$8.56K | 1.74% | 13 |
|
|
2018
Q2 | $2.24M | Sell |
17,686
-223
| -1% | -$28.2K | 1.89% | 7 |
|
|
2018
Q1 | $2.04M | Sell |
17,909
-476
| -3% | -$54.3K | 1.79% | 15 |
|
|
2017
Q4 | $2.3M | Sell |
18,385
-196
| -1% | -$24.5K | 1.9% | 8 |
|
|
2017
Q3 | $2.18M | Buy |
18,581
+722
| +4% | +$84.8K | 1.94% | 11 |
|
|
2017
Q2 | $1.86M | Buy |
17,859
+395
| +2% | +$41.2K | 1.68% | 26 |
|
|
2017
Q1 | $1.88M | Sell |
17,464
-763
| -4% | -$81.9K | 1.71% | 22 |
|
|
2016
Q4 | $2.15M | Sell |
18,227
-590
| -3% | -$69.4K | 1.98% | 7 |
|
|
2016
Q3 | $1.94M | Buy |
18,817
+625
| +3% | +$64.3K | 1.87% | 15 |
|
|
2016
Q2 | $1.91M | Sell |
18,192
-963
| -5% | -$101K | 1.86% | 12 |
|
|
2016
Q1 | $1.83M | Buy |
19,155
+330
| +2% | +$31.5K | 1.76% | 20 |
|
|
2015
Q4 | $1.69M | Buy |
18,825
+2,681
| +17% | +$241K | 1.67% | 19 |
|
|
2015
Q3 | $1.27M | Buy |
16,144
+10,195
| +171% | +$804K | 1.36% | 39 |
|
|
2015
Q2 | $574K | Buy |
5,949
+3,029
| +104% | +$292K | 0.58% | 64 |
|
|
2015
Q1 | $307K | Buy |
+2,920
| New | +$307K | 0.3% | 76 |
|