Curbstone Financial Management Corp’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.93M | Sell |
13,510
-2,602
| -16% | -$373K | 0.4% | 62 |
|
2025
Q1 | $2.7M | Buy |
16,112
+2,168
| +16% | +$363K | 0.57% | 47 |
|
2024
Q4 | $2.02M | Buy |
13,944
+340
| +2% | +$49.2K | 0.43% | 56 |
|
2024
Q3 | $2M | Buy |
13,604
+486
| +4% | +$71.6K | 0.43% | 57 |
|
2024
Q2 | $2.05M | Sell |
13,118
-178
| -1% | -$27.8K | 0.45% | 57 |
|
2024
Q1 | $2.1M | Sell |
13,296
-760
| -5% | -$120K | 0.45% | 57 |
|
2023
Q4 | $2.1M | Hold |
14,056
| – | – | 0.48% | 59 |
|
2023
Q3 | $2.37M | Sell |
14,056
-150
| -1% | -$25.3K | 0.59% | 46 |
|
2023
Q2 | $2.24M | Sell |
14,206
-540
| -4% | -$85K | 0.53% | 51 |
|
2023
Q1 | $2.41M | Sell |
14,746
-400
| -3% | -$65.3K | 0.59% | 47 |
|
2022
Q4 | $2.72M | Sell |
15,146
-558
| -4% | -$100K | 0.68% | 40 |
|
2022
Q3 | $2.26M | Sell |
15,704
-176
| -1% | -$25.3K | 0.56% | 49 |
|
2022
Q2 | $2.3M | Sell |
15,880
-2,772
| -15% | -$401K | 0.53% | 55 |
|
2022
Q1 | $3.04M | Sell |
18,652
-200
| -1% | -$32.6K | 0.56% | 50 |
|
2021
Q4 | $2.21M | Sell |
18,852
-1,050
| -5% | -$123K | 0.39% | 67 |
|
2021
Q3 | $2.02M | Buy |
19,902
+312
| +2% | +$31.7K | 0.38% | 68 |
|
2021
Q2 | $2.05M | Buy |
19,590
+400
| +2% | +$41.9K | 0.39% | 69 |
|
2021
Q1 | $2.01M | Buy |
19,190
+180
| +0.9% | +$18.9K | 0.4% | 65 |
|
2020
Q4 | $1.61M | Buy |
19,010
+1,540
| +9% | +$130K | 0.34% | 73 |
|
2020
Q3 | $1.26M | Buy |
17,470
+60
| +0.3% | +$4.32K | 0.3% | 84 |
|
2020
Q2 | $1.55M | Sell |
17,410
-1,050
| -6% | -$93.7K | 0.4% | 67 |
|
2020
Q1 | $1.34M | Buy |
18,460
+970
| +6% | +$70.3K | 0.4% | 63 |
|
2019
Q4 | $2.11M | Buy |
17,490
+300
| +2% | +$36.2K | 0.5% | 52 |
|
2019
Q3 | $2.04M | Sell |
17,190
-170
| -1% | -$20.2K | 0.52% | 53 |
|
2019
Q2 | $2.16M | Buy |
17,360
+3,230
| +23% | +$402K | 0.57% | 49 |
|
2019
Q1 | $1.74M | Buy |
14,130
+348
| +3% | +$42.9K | 0.47% | 59 |
|
2018
Q4 | $1.5M | Hold |
13,782
| – | – | 0.45% | 62 |
|
2018
Q3 | $1.69M | Buy |
13,782
+1,346
| +11% | +$165K | 0.44% | 61 |
|
2018
Q2 | $1.57M | Sell |
12,436
-250
| -2% | -$31.6K | 0.43% | 66 |
|
2018
Q1 | $1.45M | Buy |
12,686
+5,693
| +81% | +$649K | 0.41% | 70 |
|
2017
Q4 | $875K | Sell |
6,993
-8,409
| -55% | -$1.05M | 0.48% | 60 |
|
2017
Q3 | $1.81M | Buy |
15,402
+7,232
| +89% | +$850K | 0.52% | 61 |
|
2017
Q2 | $852K | Buy |
8,170
+25
| +0.3% | +$2.61K | 0.51% | 59 |
|
2017
Q1 | $875K | Buy |
8,145
+54
| +0.7% | +$5.8K | 0.54% | 57 |
|
2016
Q4 | $952K | Sell |
8,091
-6,611
| -45% | -$778K | 0.6% | 47 |
|
2016
Q3 | $1.51M | Buy |
14,702
+888
| +6% | +$91.4K | 0.49% | 61 |
|
2016
Q2 | $1.45M | Sell |
13,814
-400
| -3% | -$41.9K | 0.49% | 62 |
|
2016
Q1 | $1.36M | Sell |
14,214
-100
| -0.7% | -$9.54K | 0.46% | 67 |
|
2015
Q4 | $1.29M | Buy |
14,314
+7,037
| +97% | +$633K | 0.44% | 67 |
|
2015
Q3 | $574K | Sell |
7,277
-100
| -1% | -$7.89K | 0.42% | 71 |
|
2015
Q2 | $712K | Sell |
7,377
-415
| -5% | -$40.1K | 0.47% | 58 |
|
2015
Q1 | $818K | Buy |
7,792
+730
| +10% | +$76.6K | 0.55% | 54 |
|
2014
Q4 | $792K | Sell |
7,062
-20
| -0.3% | -$2.24K | 0.61% | 48 |
|
2014
Q3 | $845K | Sell |
7,082
-420
| -6% | -$50.1K | 0.67% | 44 |
|
2014
Q2 | $979K | Sell |
7,502
-140
| -2% | -$18.3K | 0.75% | 37 |
|
2014
Q1 | $909K | Buy |
+7,642
| New | +$909K | 0.74% | 34 |
|