Cutter & Co Brokerage’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-13,861
| Closed | -$2.32M | – | 39 |
|
|
2025
Q1 | $2.32M | Sell |
13,861
-4,301
| -24% | -$720K | 0.55% | 42 |
|
|
2024
Q4 | $2.63M | Sell |
18,162
-344
| -2% | -$49.8K | 0.64% | 36 |
|
|
2024
Q3 | $2.73M | Sell |
18,506
-527
| -3% | -$77.6K | 0.62% | 41 |
|
|
2024
Q2 | $2.98M | Sell |
19,033
-335
| -2% | -$52.4K | 0.72% | 32 |
|
|
2024
Q1 | $3.06M | Sell |
19,368
-857
| -4% | -$135K | 0.75% | 33 |
|
|
2023
Q4 | $3.02M | Sell |
20,225
-1,125
| -5% | -$168K | 0.84% | 31 |
|
|
2023
Q3 | $3.6M | Sell |
21,350
-438
| -2% | -$73.9K | 1.05% | 22 |
|
|
2023
Q2 | $3.43M | Buy |
21,788
+382
| +2% | +$60.1K | 1.01% | 26 |
|
|
2023
Q1 | $3.49M | Sell |
21,406
-234
| -1% | -$38.2K | 1.09% | 20 |
|
|
2022
Q4 | $3.88M | Sell |
21,640
-1,439
| -6% | -$258K | 1.31% | 14 |
|
|
2022
Q3 | $3.32M | Sell |
23,079
-267
| -1% | -$38.4K | 1.23% | 17 |
|
|
2022
Q2 | $3.38M | Sell |
23,346
-839
| -3% | -$121K | 1.15% | 25 |
|
|
2022
Q1 | $3.94M | Sell |
24,185
-1,841
| -7% | -$300K | 1.17% | 19 |
|
|
2021
Q4 | $3.05M | Buy |
26,026
+13,141
| +102% | +$1.54M | 0.84% | 33 |
|
|
2021
Q3 | $1.31M | Buy |
12,885
+269
| +2% | +$27.3K | 0.31% | 85 |
|
|
2021
Q2 | $1.32M | Buy |
12,616
+128
| +1% | +$13.4K | 0.3% | 85 |
|
|
2021
Q1 | $1.31M | Buy |
12,488
+4,320
| +53% | +$453K | 0.32% | 77 |
|
|
2020
Q4 | $690K | Buy |
8,168
+3,081
| +61% | +$260K | 0.18% | 118 |
|
|
2020
Q3 | $366K | Buy |
5,087
+1,114
| +28% | +$80.2K | 0.11% | 154 |
|
|
2020
Q2 | $354K | Buy |
3,973
+527
| +15% | +$47K | 0.12% | 143 |
|
|
2020
Q1 | $250K | Buy |
3,446
+651
| +23% | +$47.2K | 0.09% | 165 |
|
|
2019
Q4 | $337K | Sell |
2,795
-1,157
| -29% | -$140K | 0.12% | 158 |
|
|
2019
Q3 | $469K | Buy |
3,952
+6
| +0.2% | +$712 | 0.15% | 148 |
|
|
2019
Q2 | $491K | Buy |
3,946
+574
| +17% | +$71.4K | 0.16% | 144 |
|
|
2019
Q1 | $415K | Buy |
3,372
+283
| +9% | +$34.8K | 0.12% | 161 |
|
|
2018
Q4 | $336K | Buy |
3,089
+1,308
| +73% | +$142K | 0.13% | 165 |
|
|
2018
Q3 | $218K | Buy |
+1,781
| New | +$218K | 0.07% | 240 |
|
|
2018
Q1 | – | Sell |
-3,460
| Closed | -$433K | – | 256 |
|
|
2017
Q4 | $433K | Buy |
3,460
+195
| +6% | +$24.4K | 0.18% | 117 |
|
|
2017
Q3 | $384K | Buy |
3,265
+65
| +2% | +$7.65K | 0.15% | 141 |
|
|
2017
Q2 | $334K | Buy |
3,200
+155
| +5% | +$16.2K | 0.13% | 168 |
|
|
2017
Q1 | $327K | Sell |
3,045
-23
| -0.7% | -$2.47K | 0.14% | 161 |
|
|
2016
Q4 | $361K | Sell |
3,068
-95
| -3% | -$11.2K | 0.15% | 139 |
|
|
2016
Q3 | $326K | Hold |
3,163
| – | – | 0.14% | 145 |
|
|
2016
Q2 | $332K | Buy |
3,163
+150
| +5% | +$15.7K | 0.14% | 136 |
|
|
2016
Q1 | $287K | Buy |
+3,013
| New | +$287K | 0.13% | 156 |
|
|
2015
Q3 | – | Sell |
-3,838
| Closed | -$370K | – | 224 |
|
|
2015
Q2 | $370K | Buy |
3,838
+1,758
| +85% | +$169K | 0.15% | 155 |
|
|
2015
Q1 | $218K | Sell |
2,080
-1,910
| -48% | -$200K | 0.09% | 180 |
|
|
2014
Q4 | $448K | Buy |
3,990
+837
| +27% | +$94K | 0.17% | 127 |
|
|
2014
Q3 | $376K | Sell |
3,153
-217
| -6% | -$25.9K | 0.14% | 144 |
|
|
2014
Q2 | $440K | Sell |
3,370
-388
| -10% | -$50.7K | 0.16% | 140 |
|
|
2014
Q1 | $447K | Buy |
3,758
+541
| +17% | +$64.4K | 0.18% | 124 |
|
|
2013
Q4 | $402K | Sell |
3,217
-839
| -21% | -$105K | 0.19% | 122 |
|
|
2013
Q3 | $493K | Buy |
4,056
+248
| +7% | +$30.1K | 0.22% | 110 |
|
|
2013
Q2 | $451K | Buy |
+3,808
| New | +$451K | 0.22% | 112 |
|