Clear Creek Financial 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 | $2.9M | Buy |
20,256
+1,199
| +6% | +$172K | 0.28% | 80 |
|
|
2025
Q1 | $3.19M | Buy |
19,057
+1,338
| +8% | +$224K | 0.33% | 65 |
|
|
2024
Q4 | $2.57M | Sell |
17,719
-83
| -0.5% | -$12K | 0.28% | 79 |
|
|
2024
Q3 | $2.62M | Buy |
17,802
+920
| +5% | +$135K | 0.3% | 77 |
|
|
2024
Q2 | $2.64M | Buy |
16,882
+670
| +4% | +$105K | 0.32% | 71 |
|
|
2024
Q1 | $2.56M | Buy |
16,212
+5,100
| +46% | +$804K | 0.33% | 65 |
|
|
2023
Q4 | $1.66M | Sell |
11,112
-193
| -2% | -$28.8K | 0.26% | 74 |
|
|
2023
Q3 | $1.91M | Buy |
11,305
+342
| +3% | +$57.7K | 0.33% | 66 |
|
|
2023
Q2 | $1.73M | Buy |
10,963
+367
| +3% | +$57.7K | 0.3% | 69 |
|
|
2023
Q1 | $1.73M | Buy |
10,596
+355
| +3% | +$57.9K | 0.33% | 66 |
|
|
2022
Q4 | $1.84M | Sell |
10,241
-203
| -2% | -$36.4K | 0.4% | 62 |
|
|
2022
Q3 | $1.5M | Buy |
10,444
+66
| +0.6% | +$9.48K | 0.33% | 63 |
|
|
2022
Q2 | $1.5M | Buy |
10,378
+1,843
| +22% | +$267K | 0.31% | 66 |
|
|
2022
Q1 | $1.39M | Buy |
8,535
+4,780
| +127% | +$778K | 0.22% | 101 |
|
|
2021
Q4 | $441K | Sell |
3,755
-17,466
| -82% | -$2.05M | 0.07% | 200 |
|
|
2021
Q3 | $2.15M | Buy |
21,221
+1,797
| +9% | +$182K | 0.35% | 75 |
|
|
2021
Q2 | $2.03M | Buy |
+19,424
| New | +$2.03M | 0.31% | 87 |
|
|
2021
Q1 | – | Sell |
-15,119
| Closed | -$1.28M | – | 88 |
|
|
2020
Q4 | $1.28M | Buy |
+15,119
| New | +$1.28M | 0.25% | 91 |
|
|
2020
Q3 | – | Sell |
-10,708
| Closed | -$955K | – | 115 |
|
|
2020
Q2 | $955K | Buy |
10,708
+8,276
| +340% | +$738K | 0.25% | 66 |
|
|
2020
Q1 | $202K | Sell |
2,432
-79
| -3% | -$6.56K | 0.08% | 151 |
|
|
2019
Q4 | $293K | Sell |
2,511
-493
| -16% | -$57.5K | 0.12% | 91 |
|
|
2019
Q3 | $367K | Sell |
3,004
-1,280
| -30% | -$156K | 0.18% | 73 |
|
|
2019
Q2 | $533K | Buy |
+4,284
| New | +$533K | 0.23% | 62 |
|