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 |
|