Cannell & Spears’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.4M | Buy |
177,735
+230
| +0.1% | +$32.9K | 0.51% | 62 |
|
|
2025
Q1 | $29.7M | Buy |
177,505
+3,626
| +2% | +$607K | 0.64% | 50 |
|
|
2024
Q4 | $25.2M | Sell |
173,879
-807
| -0.5% | -$117K | 0.52% | 56 |
|
|
2024
Q3 | $25.7M | Sell |
174,686
-8,777
| -5% | -$1.29M | 0.51% | 62 |
|
|
2024
Q2 | $28.7M | Sell |
183,463
-8,081
| -4% | -$1.26M | 0.6% | 56 |
|
|
2024
Q1 | $30.2M | Buy |
+191,544
| New | +$30.2M | 0.62% | 54 |
|
|
2020
Q4 | – | Sell |
-2,895
| Closed | -$208K | – | 239 |
|
|
2020
Q3 | $208K | Hold |
2,895
| – | – | 0.02% | 216 |
|
|
2020
Q2 | $258K | Hold |
2,895
| – | – | 0.03% | 176 |
|
|
2020
Q1 | $210K | Buy |
+2,895
| New | +$210K | 0.03% | 191 |
|
|
2018
Q3 | – | Sell |
-1,823
| Closed | -$230K | – | 180 |
|
|
2018
Q2 | $230K | Buy |
+1,823
| New | +$230K | 0.03% | 158 |
|
|
2016
Q3 | – | Sell |
-2,100
| Closed | -$220K | – | 129 |
|
|
2016
Q2 | $220K | Hold |
2,100
| – | – | 0.03% | 112 |
|
|
2016
Q1 | $200K | Sell |
2,100
-350
| -14% | -$33.3K | 0.02% | 121 |
|
|
2015
Q4 | $220K | Buy |
+2,450
| New | +$220K | 0.03% | 118 |
|
|
2015
Q3 | – | Sell |
-2,195
| Closed | -$212K | – | 134 |
|
|
2015
Q2 | $212K | Sell |
2,195
-95
| -4% | -$9.18K | 0.02% | 137 |
|
|
2015
Q1 | $240K | Buy |
2,290
+95
| +4% | +$9.96K | 0.03% | 125 |
|
|
2014
Q4 | $246K | Sell |
2,195
-35
| -2% | -$3.92K | 0.03% | 124 |
|
|
2014
Q3 | $266K | Buy |
2,230
+130
| +6% | +$15.5K | 0.03% | 125 |
|
|
2014
Q2 | $274K | Sell |
2,100
-320
| -13% | -$41.8K | 0.03% | 125 |
|
|
2014
Q1 | $288K | Sell |
2,420
-2,385
| -50% | -$284K | 0.04% | 103 |
|
|
2013
Q4 | $600K | Buy |
4,805
+2,354
| +96% | +$294K | 0.07% | 65 |
|
|
2013
Q3 | $298K | Buy |
2,451
+600
| +32% | +$73K | 0.04% | 95 |
|
|
2013
Q2 | $219K | Buy |
+1,851
| New | +$219K | 0.03% | 90 |
|