Chapman Investment 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 | $291K | Sell |
2,033
-225
| -10% | -$32.2K | 0.2% | 26 |
|
|
2025
Q1 | $378K | Sell |
2,258
-2,392
| -51% | -$400K | 0.28% | 27 |
|
|
2024
Q4 | $674K | Sell |
4,650
-74
| -2% | -$10.7K | 0.5% | 26 |
|
|
2024
Q3 | $696K | Sell |
4,724
-227
| -5% | -$33.4K | 0.51% | 27 |
|
|
2024
Q2 | $774K | Sell |
4,951
-162
| -3% | -$25.3K | 0.59% | 27 |
|
|
2024
Q1 | $807K | Sell |
5,113
-284
| -5% | -$44.8K | 0.59% | 26 |
|
|
2023
Q4 | $805K | Sell |
5,397
-5,266
| -49% | -$785K | 0.61% | 27 |
|
|
2023
Q3 | $1.8M | Sell |
10,663
-2,515
| -19% | -$424K | 1.52% | 22 |
|
|
2023
Q2 | $2.07M | Sell |
13,178
-417
| -3% | -$65.6K | 1.64% | 22 |
|
|
2023
Q1 | $2.22M | Sell |
13,595
-601
| -4% | -$98.1K | 1.83% | 21 |
|
|
2022
Q4 | $2.55M | Hold |
14,196
| – | – | 2.32% | 20 |
|
|
2022
Q3 | $2.04M | Hold |
14,196
| – | – | 1.49% | 22 |
|
|
2022
Q2 | $2.06M | Buy |
14,196
+485
| +4% | +$70.2K | 1.42% | 25 |
|
|
2022
Q1 | $2.23M | Buy |
13,711
+4,886
| +55% | +$796K | 1.19% | 25 |
|
|
2021
Q4 | $1.04M | Buy |
8,825
+1,520
| +21% | +$178K | 0.47% | 33 |
|
|
2021
Q3 | $741K | Buy |
7,305
+1,003
| +16% | +$102K | 0.38% | 36 |
|
|
2021
Q2 | $660K | Hold |
6,302
| – | – | 0.37% | 34 |
|
|
2021
Q1 | $660K | Hold |
6,302
| – | – | 0.42% | 31 |
|
|
2020
Q4 | $532K | Hold |
6,302
| – | – | 0.35% | 33 |
|
|
2020
Q3 | $454K | Hold |
6,302
| – | – | 0.34% | 35 |
|
|
2020
Q2 | $562K | Hold |
6,302
| – | – | 0.46% | 34 |
|
|
2020
Q1 | $457K | Buy |
6,302
+671
| +12% | +$48.7K | 0.49% | 35 |
|
|
2019
Q4 | $679K | Buy |
+5,631
| New | +$679K | 0.62% | 29 |
|