D.L. Carlson Investment Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $279K | Sell |
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|
2025
Q1 | $531K | Sell |
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|
2024
Q4 | $474K | Buy |
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|
2024
Q3 | $355K | Sell |
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|
2024
Q2 | $536K | Sell |
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|
2024
Q1 | $562K | Buy |
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|
2023
Q4 | $528K | Sell |
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|
2023
Q3 | $592K | Sell |
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|
2023
Q2 | $578K | Sell |
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|
2023
Q1 | $605K | Buy |
|
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|
2022
Q4 | $507K | Sell |
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|
2022
Q3 | $515K | Sell |
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|
2022
Q2 | $538K | Hold |
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|
2022
Q1 | $605K | Sell |
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|
2021
Q4 | $448K | Buy |
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|
2021
Q3 | $357K | Buy |
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|
2021
Q2 | $356K | Sell |
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|
2021
Q1 | $360K | Sell |
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|
2020
Q4 | $295K | Sell |
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|
2020
Q3 | $546K | Sell |
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|
2020
Q2 | $883K | Buy |
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|
2020
Q1 | $716K | Sell |
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|
2019
Q4 | $2.49M | Sell |
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|
2019
Q3 | $2.55M | Sell |
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|
2019
Q2 | $3.06M | Sell |
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|
2019
Q1 | $3.47M | Sell |
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|
2018
Q4 | $3.06M | Buy |
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|
2018
Q3 | $3.36M | Buy |
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|
2018
Q2 | $3.44M | Buy |
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|
2018
Q1 | $2.43M | Sell |
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|
2017
Q4 | $2.88M | Buy |
|
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|
2017
Q3 | $2.63M | Sell |
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|
2017
Q2 | $2.35M | Sell |
|
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|
2017
Q1 | $2.43M | Sell |
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|
2016
Q4 | $2.69M | Sell |
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|
2016
Q3 | $2.36M | Sell |
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|
2016
Q2 | $2.83M | Sell |
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|
2016
Q1 | $2.59M | Sell |
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|
2015
Q4 | $2.47M | Sell |
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|
2015
Q3 | $2.16M | Sell |
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|
2015
Q2 | $3M | Sell |
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|
2015
Q1 | $3.37M | Sell |
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|
2014
Q4 | $3.62M | Sell |
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|
2014
Q3 | $3.85M | Buy |
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|
2014
Q2 | $4.17M | Sell |
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|
2014
Q1 | $3.84M | Sell |
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|
2013
Q4 | $4.43M | Sell |
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|
2013
Q3 | $4.61M | Sell |
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|
2013
Q2 | $4.53M | Buy |
|