Community Financial Services Group’s Chevron CVX Stock Holding History

Community Financial Services Group’s Portfolio CVX Stock Details CVX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.3M	Sell	16,054 -483	-3%	-$69.2K	0.46%	52
2025 Q1	$2.77M	Buy	16,537 +923	+6%	+$154K	0.6%	49
2024 Q4	$2.26M	Buy	15,614 +1,294	+9%	+$187K	0.45%	59
2024 Q3	$2.11M	Buy	14,320 +473	+3%	+$69.7K	0.43%	62
2024 Q2	$2.17M	Buy	13,847 +995	+8%	+$156K	0.47%	61
2024 Q1	$2.03M	Buy	+12,852	New	+$2.03M	0.46%	65
2023 Q3	$365K	Buy	+2,166	New	+$365K	0.09%	105
2019 Q4	–	Sell	-2,047	Closed	-$243K	–	81
2019 Q3	$243K	Buy	+2,047	New	+$243K	0.07%	74
2019 Q2	–	Sell	-9,032	Closed	-$1.11M	–	75
2019 Q1	$1.11M	Sell	9,032 -66	-0.7%	-$8.13K	0.38%	41
2018 Q4	$990K	Sell	9,098 -1,812	-17%	-$197K	0.38%	45
2018 Q3	$1.33M	Sell	10,910 -180	-2%	-$22K	0.46%	42
2018 Q2	$1.4M	Buy	11,090 +7,222	+187%	+$913K	0.5%	43
2018 Q1	$441K	Buy	3,868 +622	+19%	+$70.9K	0.17%	47
2017 Q4	$406K	Hold	3,246	–	–	0.16%	47
2017 Q3	$381K	Sell	3,246 -812	-20%	-$95.3K	0.16%	49
2017 Q2	$424K	Sell	4,058 -1,455	-26%	-$152K	0.19%	48
2017 Q1	$592K	Buy	5,513 +644	+13%	+$69.2K	0.27%	50
2016 Q4	$573K	Sell	4,869 -133	-3%	-$15.7K	0.27%	48
2016 Q3	$515K	Buy	5,002 +292	+6%	+$30.1K	0.24%	49
2016 Q2	$494K	Buy	4,710 +1,953	+71%	+$205K	0.24%	50
2016 Q1	$263K	Sell	2,757 -1,272	-32%	-$121K	0.13%	56
2015 Q4	$362K	Sell	4,029 -255	-6%	-$22.9K	0.18%	53
2015 Q3	$338K	Sell	4,284 -765	-15%	-$60.4K	0.17%	55
2015 Q2	$487K	Sell	5,049 -11	-0.2%	-$1.06K	0.23%	53
2015 Q1	$531K	Buy	5,060 +24	+0.5%	+$2.52K	0.25%	53
2014 Q4	$565K	Buy	5,036 +152	+3%	+$17.1K	0.26%	52
2014 Q3	$583K	Buy	4,884 +255	+6%	+$30.4K	0.29%	52
2014 Q2	$604K	Buy	4,629 +124	+3%	+$16.2K	0.3%	54
2014 Q1	$536K	Sell	4,505 -232	-5%	-$27.6K	0.26%	53
2013 Q4	$592K	Hold	4,737	–	–	0.32%	51
2013 Q3	$575K	Sell	4,737 -225	-5%	-$27.3K	0.32%	52
2013 Q2	$587K	Buy	+4,962	New	+$587K	0.35%	52