Court Place Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Buy |
7,518
+232
| +3% | +$33.2K | 0.34% | 66 |
|
|
2025
Q1 | $1.22M | Buy |
7,286
+39
| +0.5% | +$6.53K | 0.4% | 55 |
|
|
2024
Q4 | $1.05M | Sell |
7,247
-291
| -4% | -$42.2K | 0.34% | 64 |
|
|
2024
Q3 | $1.11M | Sell |
7,538
-250
| -3% | -$36.8K | 0.32% | 66 |
|
|
2024
Q2 | $1.22M | Buy |
7,788
+815
| +12% | +$127K | 0.38% | 59 |
|
|
2024
Q1 | $1.1M | Sell |
6,973
-960
| -12% | -$151K | 0.35% | 63 |
|
|
2023
Q4 | $1.18M | Hold |
7,933
| – | – | 0.39% | 61 |
|
|
2023
Q3 | $1.34M | Sell |
7,933
-13
| -0.2% | -$2.19K | 0.48% | 57 |
|
|
2023
Q2 | $1.25M | Sell |
7,946
-200
| -2% | -$31.5K | 0.44% | 59 |
|
|
2023
Q1 | $1.33M | Buy |
8,146
+300
| +4% | +$48.9K | 0.48% | 54 |
|
|
2022
Q4 | $1.41M | Buy |
7,846
+94
| +1% | +$16.9K | 0.51% | 51 |
|
|
2022
Q3 | $1.11M | Hold |
7,752
| – | – | 0.45% | 59 |
|
|
2022
Q2 | $1.12M | Buy |
7,752
+211
| +3% | +$30.5K | 0.42% | 63 |
|
|
2022
Q1 | $1.23M | Hold |
7,541
| – | – | 0.4% | 67 |
|
|
2021
Q4 | $885K | Sell |
7,541
-212
| -3% | -$24.9K | 0.24% | 87 |
|
|
2021
Q3 | $787K | Sell |
7,753
-400
| -5% | -$40.6K | 0.23% | 86 |
|
|
2021
Q2 | $854K | Sell |
8,153
-100
| -1% | -$10.5K | 0.25% | 87 |
|
|
2021
Q1 | $865K | Hold |
8,253
| – | – | 0.27% | 88 |
|
|
2020
Q4 | $697K | Sell |
8,253
-90
| -1% | -$7.6K | 0.23% | 90 |
|
|
2020
Q3 | $601K | Buy |
8,343
+52
| +0.6% | +$3.75K | 0.22% | 90 |
|
|
2020
Q2 | $740K | Sell |
8,291
-25
| -0.3% | -$2.23K | 0.29% | 81 |
|
|
2020
Q1 | $603K | Hold |
8,316
| – | – | 0.27% | 84 |
|
|
2019
Q4 | $1M | Hold |
8,316
| – | – | 0.36% | 70 |
|
|
2019
Q3 | $986K | Sell |
8,316
-150
| -2% | -$17.8K | 0.38% | 64 |
|
|
2019
Q2 | $1.05M | Sell |
8,466
-43
| -0.5% | -$5.35K | 0.41% | 61 |
|
|
2019
Q1 | $1.05M | Hold |
8,509
| – | – | 0.42% | 62 |
|
|
2018
Q4 | $926K | Sell |
8,509
-38
| -0.4% | -$4.14K | 0.42% | 63 |
|
|
2018
Q3 | $1.05M | Buy |
8,547
+880
| +11% | +$108K | 0.4% | 66 |
|
|
2018
Q2 | $969K | Buy |
7,667
+775
| +11% | +$97.9K | 0.4% | 65 |
|
|
2018
Q1 | $786K | Buy |
6,892
+140
| +2% | +$16K | 0.33% | 71 |
|
|
2017
Q4 | $845K | Buy |
6,752
+50
| +0.7% | +$6.26K | 0.35% | 67 |
|
|
2017
Q3 | $788K | Sell |
6,702
-16
| -0.2% | -$1.88K | 0.35% | 71 |
|
|
2017
Q2 | $701K | Buy |
6,718
+750
| +13% | +$78.3K | 0.33% | 75 |
|
|
2017
Q1 | $641K | Buy |
5,968
+36
| +0.6% | +$3.87K | 0.31% | 74 |
|
|
2016
Q4 | $698K | Buy |
5,932
+473
| +9% | +$55.7K | 0.36% | 69 |
|
|
2016
Q3 | $562K | Buy |
5,459
+540
| +11% | +$55.6K | 0.31% | 74 |
|
|
2016
Q2 | $516K | Hold |
4,919
| – | – | 0.3% | 77 |
|
|
2016
Q1 | $469K | Buy |
4,919
+84
| +2% | +$8.01K | 0.29% | 76 |
|
|
2015
Q4 | $435K | Buy |
4,835
+816
| +20% | +$73.4K | 0.28% | 77 |
|
|
2015
Q3 | $317K | Buy |
4,019
+224
| +6% | +$17.7K | 0.22% | 92 |
|
|
2015
Q2 | $366K | Buy |
3,795
+46
| +1% | +$4.44K | 0.23% | 94 |
|
|
2015
Q1 | $394K | Buy |
3,749
+400
| +12% | +$42K | 0.25% | 88 |
|
|
2014
Q4 | $376K | Buy |
3,349
+300
| +10% | +$33.7K | 0.24% | 92 |
|
|
2014
Q3 | $364K | Hold |
3,049
| – | – | 0.25% | 88 |
|
|
2014
Q2 | $398K | Hold |
3,049
| – | – | 0.28% | 82 |
|
|
2014
Q1 | $363K | Buy |
3,049
+400
| +15% | +$47.6K | 0.26% | 82 |
|
|
2013
Q4 | $331K | Buy |
+2,649
| New | +$331K | 0.25% | 83 |
|