CIM 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 | $1.89M | Buy |
13,127
+6,552
| +100% | +$944K | 0.36% | 57 |
|
|
2025
Q1 | $1.1M | Sell |
6,575
-4
| -0.1% | -$669 | 0.25% | 51 |
|
|
2024
Q4 | $953K | Sell |
6,579
-4
| -0.1% | -$579 | 0.28% | 63 |
|
|
2024
Q3 | $969K | Sell |
6,583
-160
| -2% | -$23.6K | 0.29% | 62 |
|
|
2024
Q2 | $1.05M | Sell |
6,743
-52
| -0.8% | -$8.13K | 0.33% | 54 |
|
|
2024
Q1 | $1.07M | Hold |
6,795
| – | – | 0.32% | 55 |
|
|
2023
Q4 | $1.01M | Hold |
6,795
| – | – | 0.33% | 55 |
|
|
2023
Q3 | $1.15M | Sell |
6,795
-157
| -2% | -$26.5K | 0.42% | 36 |
|
|
2023
Q2 | $1.09M | Buy |
6,952
+17
| +0.2% | +$2.68K | 0.37% | 47 |
|
|
2023
Q1 | $1.13M | Buy |
6,935
+651
| +10% | +$106K | 0.42% | 37 |
|
|
2022
Q4 | $1.13M | Sell |
6,284
-176
| -3% | -$31.6K | 0.44% | 39 |
|
|
2022
Q3 | $928K | Buy |
6,460
+2,043
| +46% | +$293K | 0.41% | 39 |
|
|
2022
Q2 | $639K | Sell |
4,417
-24
| -0.5% | -$3.47K | 0.27% | 81 |
|
|
2022
Q1 | $723K | Sell |
4,441
-5
| -0.1% | -$814 | 0.24% | 90 |
|
|
2021
Q4 | $522K | Sell |
4,446
-85
| -2% | -$9.98K | 0.16% | 139 |
|
|
2021
Q3 | $460K | Sell |
4,531
-27
| -0.6% | -$2.74K | 0.14% | 144 |
|
|
2021
Q2 | $477K | Sell |
4,558
-25
| -0.5% | -$2.62K | 0.15% | 146 |
|
|
2021
Q1 | $480K | Sell |
4,583
-176
| -4% | -$18.4K | 0.15% | 143 |
|
|
2020
Q4 | $402K | Sell |
4,759
-77
| -2% | -$6.5K | 0.13% | 165 |
|
|
2020
Q3 | $348K | Sell |
4,836
-52
| -1% | -$3.74K | 0.13% | 147 |
|
|
2020
Q2 | $436K | Hold |
4,888
| – | – | 0.18% | 117 |
|
|
2020
Q1 | $354K | Sell |
4,888
-4,546
| -48% | -$329K | 0.17% | 122 |
|
|
2019
Q4 | $1.14M | Buy |
9,434
+4,615
| +96% | +$556K | 0.45% | 33 |
|
|
2019
Q3 | $572K | Sell |
4,819
-5,890
| -55% | -$699K | 0.21% | 103 |
|
|
2019
Q2 | $1.33M | Buy |
10,709
+433
| +4% | +$53.9K | 0.49% | 28 |
|
|
2019
Q1 | $1.27M | Hold |
10,276
| – | – | 0.49% | 27 |
|
|
2018
Q4 | $1.12M | Sell |
10,276
-455
| -4% | -$49.5K | 0.49% | 23 |
|
|
2018
Q3 | $1.31M | Sell |
10,731
-6
| -0.1% | -$734 | 0.47% | 24 |
|
|
2018
Q2 | $1.36M | Sell |
10,737
-327
| -3% | -$41.3K | 0.47% | 24 |
|
|
2018
Q1 | $1.26M | Sell |
11,064
-295
| -3% | -$33.6K | 0.43% | 28 |
|
|
2017
Q4 | $1.42M | Sell |
11,359
-186
| -2% | -$23.3K | 0.49% | 26 |
|
|
2017
Q3 | $1.36M | Sell |
11,545
-641
| -5% | -$75.3K | 0.49% | 30 |
|
|
2017
Q2 | $1.27M | Sell |
12,186
-272
| -2% | -$28.4K | 0.45% | 36 |
|
|
2017
Q1 | $1.34M | Sell |
12,458
-1,247
| -9% | -$134K | 0.46% | 36 |
|
|
2016
Q4 | $1.61M | Buy |
13,705
+165
| +1% | +$19.4K | 0.59% | 25 |
|
|
2016
Q3 | $1.39M | Sell |
13,540
-1,120
| -8% | -$115K | 0.53% | 28 |
|
|
2016
Q2 | $1.54M | Sell |
14,660
-670
| -4% | -$70.2K | 0.64% | 25 |
|
|
2016
Q1 | $1.46M | Sell |
15,330
-1,995
| -12% | -$190K | 0.64% | 28 |
|
|
2015
Q4 | $1.56M | Buy |
17,325
+10,576
| +157% | +$952K | 0.71% | 33 |
|
|
2015
Q3 | $532K | Hold |
6,749
| – | – | 0.26% | 128 |
|
|
2015
Q2 | $651K | Hold |
6,749
| – | – | 0.29% | 123 |
|
|
2015
Q1 | $709K | Hold |
6,749
| – | – | 0.31% | 121 |
|
|
2014
Q4 | $757K | Hold |
6,749
| – | – | 0.35% | 115 |
|
|
2014
Q3 | $805K | Sell |
6,749
-586
| -8% | -$69.9K | 0.41% | 97 |
|
|
2014
Q2 | $958K | Buy |
7,335
+252
| +4% | +$32.9K | 0.48% | 79 |
|
|
2014
Q1 | $842K | Sell |
7,083
-7,426
| -51% | -$883K | 0.39% | 99 |
|
|
2013
Q4 | $1.81M | Sell |
14,509
-7,899
| -35% | -$986K | 0.92% | 25 |
|
|
2013
Q3 | $2.72M | Hold |
22,408
| – | – | 1.61% | 11 |
|
|
2013
Q2 | $2.65M | Buy |
+22,408
| New | +$2.65M | 1.57% | 11 |
|