Calton & Associates’s Chevron CVX Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.61M	Buy	18,250 +9,009	+97%	+$1.29M	0.45%	51
2025 Q1	$1.55M	Buy	+9,241	New	+$1.55M	0.35%	58
2024 Q4	–	Sell	-13,359	Closed	-$1.97M	–	212
2024 Q3	$1.97M	Buy	13,359 +5,403	+68%	+$796K	0.75%	33
2024 Q2	$1.24M	Sell	7,956 -1,051	-12%	-$164K	0.62%	39
2024 Q1	$1.42M	Sell	9,007 -2,741	-23%	-$432K	0.69%	33
2023 Q4	$1.75M	Buy	11,748 +9,983	+566%	+$1.49M	0.71%	34
2023 Q3	$298K	Sell	1,765 -6,489	-79%	-$1.09M	0.44%	61
2023 Q2	$1.3M	Sell	8,254 -344	-4%	-$54.1K	0.61%	44
2023 Q1	$1.4M	Sell	8,598 -1,279	-13%	-$209K	0.65%	43
2022 Q4	$1.77M	Buy	9,877 +821	+9%	+$147K	0.69%	37
2022 Q3	$1.3M	Buy	9,056 +114	+1%	+$16.4K	0.75%	38
2022 Q2	$1.29M	Sell	8,942 -8,216	-48%	-$1.19M	0.72%	37
2022 Q1	$1.98M	Buy	17,158 +5,734	+50%	+$663K	0.59%	41
2021 Q4	$1.34M	Sell	11,424 -6,081	-35%	-$713K	0.36%	66
2021 Q3	$1.27M	Buy	17,505 +4,368	+33%	+$318K	0.28%	89
2021 Q2	$1.38M	Buy	13,137 +393	+3%	+$41.3K	0.26%	81
2021 Q1	$1.34M	Buy	12,744 +513	+4%	+$53.8K	0.26%	76
2020 Q4	$1.03M	Sell	12,231 -1,112	-8%	-$93.9K	0.18%	99
2020 Q3	$961K	Sell	13,343 -3,626	-21%	-$261K	0.2%	92
2020 Q2	$1.51M	Buy	16,969 +451	+3%	+$40.2K	0.33%	64
2020 Q1	$1.2M	Sell	16,518 -564	-3%	-$40.9K	0.3%	64
2019 Q4	$2.06M	Buy	17,082 +638	+4%	+$76.9K	0.41%	55
2019 Q3	$1.95M	Sell	16,444 -422	-3%	-$50K	0.43%	47
2019 Q2	$2.1M	Buy	16,866 +3,839	+29%	+$478K	0.59%	30
2019 Q1	$1.61M	Buy	13,027 +5,935	+84%	+$731K	0.49%	38
2018 Q4	$772K	Buy	7,092 +89	+1%	+$9.69K	0.28%	73
2018 Q3	$856K	Sell	7,003 -1,010	-13%	-$123K	0.25%	68
2018 Q2	$993K	Sell	8,013 -3,349	-29%	-$415K	0.29%	61
2018 Q1	$1.3M	Sell	11,362 -2,225	-16%	-$254K	0.38%	49
2017 Q4	$1.78M	Buy	+13,587	New	+$1.78M	0.45%	35