Chesley Taft & Associates’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.31M | Sell |
37,069
-107
| -0.3% | -$15.3K | 0.24% | 88 |
|
|
2025
Q1 | $6.22M | Buy |
37,176
+1,136
| +3% | +$190K | 0.3% | 77 |
|
|
2024
Q4 | $5.22M | Sell |
36,040
-34
| -0.1% | -$4.93K | 0.24% | 81 |
|
|
2024
Q3 | $5.31M | Sell |
36,074
-59
| -0.2% | -$8.69K | 0.25% | 80 |
|
|
2024
Q2 | $5.65M | Sell |
36,133
-58
| -0.2% | -$9.07K | 0.28% | 73 |
|
|
2024
Q1 | $5.71M | Sell |
36,191
-194
| -0.5% | -$30.6K | 0.29% | 76 |
|
|
2023
Q4 | $5.43M | Buy |
36,385
+183
| +0.5% | +$27.3K | 0.3% | 71 |
|
|
2023
Q3 | $6.1M | Sell |
36,202
-250
| -0.7% | -$42.2K | 0.4% | 61 |
|
|
2023
Q2 | $5.74M | Sell |
36,452
-1,127
| -3% | -$177K | 0.35% | 70 |
|
|
2023
Q1 | $6.13M | Sell |
37,579
-3,449
| -8% | -$563K | 0.4% | 67 |
|
|
2022
Q4 | $7.36M | Sell |
41,028
-442
| -1% | -$79.3K | 0.51% | 55 |
|
|
2022
Q3 | $5.96M | Sell |
41,470
-610
| -1% | -$87.6K | 0.44% | 57 |
|
|
2022
Q2 | $6.09M | Buy |
42,080
+289
| +0.7% | +$41.8K | 0.42% | 65 |
|
|
2022
Q1 | $7.06M | Buy |
41,791
+2,065
| +5% | +$349K | 0.41% | 62 |
|
|
2021
Q4 | $4.66M | Sell |
39,726
-1,248
| -3% | -$146K | 0.24% | 91 |
|
|
2021
Q3 | $4.16M | Sell |
40,974
-1,180
| -3% | -$120K | 0.24% | 94 |
|
|
2021
Q2 | $4.42M | Sell |
42,154
-981
| -2% | -$103K | 0.25% | 88 |
|
|
2021
Q1 | $4.51M | Buy |
43,135
+4,379
| +11% | +$458K | 0.27% | 83 |
|
|
2020
Q4 | $3.27M | Sell |
38,756
-2,114
| -5% | -$179K | 0.21% | 93 |
|
|
2020
Q3 | $2.94M | Sell |
40,870
-27,432
| -40% | -$1.98M | 0.21% | 93 |
|
|
2020
Q2 | $6.1M | Sell |
68,302
-306
| -0.4% | -$27.3K | 0.46% | 59 |
|
|
2020
Q1 | $4.97M | Sell |
68,608
-940
| -1% | -$68.1K | 0.45% | 61 |
|
|
2019
Q4 | $8.38M | Sell |
69,548
-410
| -0.6% | -$49.4K | 0.6% | 51 |
|
|
2019
Q3 | $8.3M | Buy |
69,958
+2,291
| +3% | +$272K | 0.64% | 47 |
|
|
2019
Q2 | $8.42M | Buy |
67,667
+1,669
| +3% | +$208K | 0.66% | 48 |
|
|
2019
Q1 | $8.13M | Buy |
65,998
+1,814
| +3% | +$223K | 0.68% | 46 |
|
|
2018
Q4 | $6.98M | Sell |
64,184
-2,721
| -4% | -$296K | 0.67% | 48 |
|
|
2018
Q3 | $8.18M | Buy |
66,905
+245
| +0.4% | +$30K | 0.65% | 50 |
|
|
2018
Q2 | $8.43M | Buy |
66,660
+3,668
| +6% | +$464K | 0.72% | 48 |
|
|
2018
Q1 | $7.18M | Sell |
62,992
-615
| -1% | -$70.1K | 0.64% | 52 |
|
|
2017
Q4 | $7.96M | Buy |
63,607
+564
| +0.9% | +$70.6K | 0.67% | 50 |
|
|
2017
Q3 | $7.41M | Buy |
63,043
+2,277
| +4% | +$268K | 0.64% | 53 |
|
|
2017
Q2 | $6.34M | Buy |
60,766
+1,934
| +3% | +$202K | 0.57% | 56 |
|
|
2017
Q1 | $6.32M | Buy |
58,832
+410
| +0.7% | +$44K | 0.59% | 54 |
|
|
2016
Q4 | $6.88M | Buy |
58,422
+4,513
| +8% | +$531K | 0.68% | 48 |
|
|
2016
Q3 | $5.55M | Sell |
53,909
-926
| -2% | -$95.3K | 0.56% | 56 |
|
|
2016
Q2 | $5.75M | Buy |
54,835
+738
| +1% | +$77.4K | 0.59% | 52 |
|
|
2016
Q1 | $5.16M | Buy |
54,097
+2,991
| +6% | +$285K | 0.54% | 58 |
|
|
2015
Q4 | $4.6M | Sell |
51,106
-10,090
| -16% | -$908K | 0.48% | 68 |
|
|
2015
Q3 | $4.83M | Sell |
61,196
-1,970
| -3% | -$155K | 0.53% | 63 |
|
|
2015
Q2 | $6.09M | Buy |
63,166
+250
| +0.4% | +$24.1K | 0.62% | 55 |
|
|
2015
Q1 | $6.61M | Sell |
62,916
-58,909
| -48% | -$6.18M | 0.68% | 51 |
|
|
2014
Q4 | $13.7M | Sell |
121,825
-4,721
| -4% | -$530K | 1.38% | 21 |
|
|
2014
Q3 | $15.1M | Buy |
126,546
+1,101
| +0.9% | +$131K | 1.58% | 13 |
|
|
2014
Q2 | $16.4M | Sell |
125,445
-567
| -0.4% | -$74K | 1.69% | 8 |
|
|
2014
Q1 | $15M | Sell |
126,012
-9,578
| -7% | -$1.14M | 1.61% | 12 |
|
|
2013
Q4 | $16.9M | Buy |
135,590
+600
| +0.4% | +$74.9K | 1.69% | 8 |
|
|
2013
Q3 | $16.4M | Buy |
134,990
+133
| +0.1% | +$16.2K | 1.79% | 8 |
|
|
2013
Q2 | $16M | Buy |
+134,857
| New | +$16M | 1.85% | 8 |
|