Carderock Capital Management’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$599K Hold
4,182
0.15% 55
2025
Q1
$700K Sell
4,182
-125
-3% -$20.9K 0.19% 52
2024
Q4
$624K Hold
4,307
0.16% 56
2024
Q3
$634K Hold
4,307
0.15% 54
2024
Q2
$674K Hold
4,307
0.18% 54
2024
Q1
$679K Sell
4,307
-368
-8% -$58K 0.19% 52
2023
Q4
$697K Sell
4,675
-17
-0.4% -$2.54K 0.19% 51
2023
Q3
$791K Buy
4,692
+17
+0.4% +$2.87K 0.27% 48
2023
Q2
$736K Hold
4,675
0.23% 50
2023
Q1
$763K Sell
4,675
-101
-2% -$16.5K 0.27% 52
2022
Q4
$857K Sell
4,776
-130
-3% -$23.3K 0.36% 50
2022
Q3
$705K Buy
4,906
+130
+3% +$18.7K 0.36% 53
2022
Q2
$691K Hold
4,776
0.29% 55
2022
Q1
$778K Sell
4,776
-655
-12% -$107K 0.25% 58
2021
Q4
$637K Buy
5,431
+600
+12% +$70.4K 0.15% 60
2021
Q3
$490K Buy
4,831
+1,100
+29% +$112K 0.14% 64
2021
Q2
$391K Hold
3,731
0.11% 71
2021
Q1
$391K Hold
3,731
0.12% 66
2020
Q4
$315K Hold
3,731
0.1% 66
2020
Q3
$269K Sell
3,731
-7,043
-65% -$508K 0.09% 65
2020
Q2
$961K Sell
10,774
-526
-5% -$46.9K 0.35% 54
2020
Q1
$819K Sell
11,300
-15,059
-57% -$1.09M 0.38% 52
2019
Q4
$3.18M Buy
26,359
+6
+0% +$723 1.07% 46
2019
Q3
$3.13M Sell
26,353
-3,192
-11% -$379K 1.15% 44
2019
Q2
$3.68M Sell
29,545
-38
-0.1% -$4.73K 1.39% 41
2019
Q1
$3.64M Sell
29,583
-1,342
-4% -$165K 1.49% 38
2018
Q4
$3.36M Sell
30,925
-688
-2% -$74.8K 1.74% 29
2018
Q3
$3.87M Buy
31,613
+7
+0% +$856 1.53% 31
2018
Q2
$4M Sell
31,606
-61
-0.2% -$7.71K 1.72% 26
2018
Q1
$3.61M Sell
31,667
-648
-2% -$73.9K 1.59% 31
2017
Q4
$4.05M Buy
32,315
+4,120
+15% +$516K 1.78% 24
2017
Q3
$3.31M Sell
28,195
-567
-2% -$66.6K 1.49% 33
2017
Q2
$3M Sell
28,762
-57
-0.2% -$5.95K 1.35% 35
2017
Q1
$3.09M Buy
28,819
+5,521
+24% +$593K 1.43% 33
2016
Q4
$2.74M Buy
23,298
+17,523
+303% +$2.06M 1.37% 37
2016
Q3
$594K Hold
5,775
0.3% 63
2016
Q2
$605K Hold
5,775
0.32% 59
2016
Q1
$551K Sell
5,775
-775
-12% -$73.9K 0.28% 63
2015
Q4
$589K Sell
6,550
-6,670
-50% -$600K 0.31% 63
2015
Q3
$1.04M Sell
13,220
-16,414
-55% -$1.29M 0.58% 50
2015
Q2
$2.86M Sell
29,634
-7,112
-19% -$686K 1.44% 32
2015
Q1
$3.86M Sell
36,746
-669
-2% -$70.2K 1.87% 24
2014
Q4
$4.2M Sell
37,415
-1,674
-4% -$188K 2.07% 23
2014
Q3
$4.66M Sell
39,089
-2,940
-7% -$351K 2.39% 7
2014
Q2
$5.49M Buy
42,029
+643
+2% +$83.9K 2.86% 4
2014
Q1
$4.92M Sell
41,386
-841
-2% -$100K 2.5% 7
2013
Q4
$5.28M Sell
42,227
-298
-0.7% -$37.2K 2.77% 6
2013
Q3
$5.17M Buy
42,525
+169
+0.4% +$20.5K 3% 3
2013
Q2
$5.01M Buy
+42,356
New +$5.01M 2.96% 4