D.B. Root & Company’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $844K | Sell |
5,893
-924
| -14% | -$132K | 0.25% | 72 |
|
|
2025
Q1 | $1.14M | Buy |
6,817
+417
| +7% | +$69.8K | 0.37% | 47 |
|
|
2024
Q4 | $927K | Buy |
6,400
+583
| +10% | +$84.5K | 0.29% | 62 |
|
|
2024
Q3 | $857K | Sell |
5,817
-1,696
| -23% | -$250K | 0.28% | 66 |
|
|
2024
Q2 | $1.18M | Sell |
7,513
-3,220
| -30% | -$504K | 0.4% | 46 |
|
|
2024
Q1 | $1.69M | Buy |
10,733
+687
| +7% | +$108K | 0.57% | 38 |
|
|
2023
Q4 | $1.5M | Sell |
10,046
-181
| -2% | -$27K | 0.54% | 42 |
|
|
2023
Q3 | $1.72M | Sell |
10,227
-30
| -0.3% | -$5.06K | 0.67% | 28 |
|
|
2023
Q2 | $1.61M | Buy |
10,257
+152
| +2% | +$23.9K | 0.61% | 32 |
|
|
2023
Q1 | $1.65M | Buy |
10,105
+386
| +4% | +$63K | 0.65% | 30 |
|
|
2022
Q4 | $1.74M | Sell |
9,719
-97
| -1% | -$17.4K | 0.74% | 27 |
|
|
2022
Q3 | $1.41M | Sell |
9,816
-508
| -5% | -$73K | 0.64% | 34 |
|
|
2022
Q2 | $1.49M | Buy |
10,324
+235
| +2% | +$34K | 0.64% | 33 |
|
|
2022
Q1 | $1.64M | Sell |
10,089
-192
| -2% | -$31.2K | 0.61% | 33 |
|
|
2021
Q4 | $1.21M | Sell |
10,281
-226
| -2% | -$26.5K | 0.43% | 51 |
|
|
2021
Q3 | $1.07M | Buy |
10,507
+539
| +5% | +$54.6K | 0.42% | 54 |
|
|
2021
Q2 | $1.04M | Buy |
9,968
+361
| +4% | +$37.8K | 0.39% | 60 |
|
|
2021
Q1 | $1.01M | Sell |
9,607
-614
| -6% | -$64.3K | 0.4% | 60 |
|
|
2020
Q4 | $863K | Sell |
10,221
-1,227
| -11% | -$104K | 0.34% | 74 |
|
|
2020
Q3 | $824K | Buy |
11,448
+166
| +1% | +$11.9K | 0.33% | 79 |
|
|
2020
Q2 | $1.01M | Sell |
11,282
-2,992
| -21% | -$267K | 0.44% | 60 |
|
|
2020
Q1 | $1.03M | Buy |
14,274
+4,971
| +53% | +$360K | 0.52% | 45 |
|
|
2019
Q4 | $1.12M | Sell |
9,303
-153
| -2% | -$18.4K | 0.49% | 52 |
|
|
2019
Q3 | $1.12M | Buy |
9,456
+191
| +2% | +$22.6K | 0.52% | 46 |
|
|
2019
Q2 | $1.15M | Sell |
9,265
-74
| -0.8% | -$9.21K | 0.51% | 47 |
|
|
2019
Q1 | $1.15M | Buy |
9,339
+330
| +4% | +$40.6K | 0.49% | 54 |
|
|
2018
Q4 | $980K | Sell |
9,009
-285
| -3% | -$31K | 0.49% | 62 |
|
|
2018
Q3 | $1.14M | Sell |
9,294
-135
| -1% | -$16.5K | 0.5% | 61 |
|
|
2018
Q2 | $1.19M | Buy |
9,429
+156
| +2% | +$19.7K | 0.56% | 53 |
|
|
2018
Q1 | $1.06M | Buy |
9,273
+568
| +7% | +$64.7K | 0.56% | 56 |
|
|
2017
Q4 | $1.09M | Buy |
+8,705
| New | +$1.09M | 0.93% | 29 |
|