Deane Retirement Strategies’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.73M | Buy |
26,040
+4,080
| +19% | +$584K | 1.67% | 28 |
|
|
2025
Q1 | $3.67M | Buy |
21,960
+447
| +2% | +$74.8K | 1.75% | 22 |
|
|
2024
Q4 | $3.12M | Buy |
21,513
+226
| +1% | +$32.7K | 1.57% | 28 |
|
|
2024
Q3 | $3.13M | Buy |
21,287
+20,445
| +2,428% | +$3.01M | 1.53% | 29 |
|
|
2024
Q2 | $132K | Hold |
842
| – | – | 0.07% | 53 |
|
|
2024
Q1 | $133K | Hold |
842
| – | – | 0.07% | 51 |
|
|
2023
Q4 | $126K | Sell |
842
-23,161
| -96% | -$3.45M | 0.07% | 47 |
|
|
2023
Q3 | $4.05M | Buy |
24,003
+12,012
| +100% | +$2.03M | 2.26% | 8 |
|
|
2023
Q2 | $1.89M | Buy |
11,991
+94
| +0.8% | +$14.8K | 1.03% | 30 |
|
|
2023
Q1 | $1.94M | Buy |
11,897
+47
| +0.4% | +$7.67K | 1.07% | 30 |
|
|
2022
Q4 | $2.13M | Sell |
11,850
-48
| -0.4% | -$8.62K | 1.19% | 22 |
|
|
2022
Q3 | $1.71M | Buy |
11,898
+383
| +3% | +$55K | 1.05% | 28 |
|
|
2022
Q2 | $1.69M | Sell |
11,515
-3,039
| -21% | -$445K | 1.05% | 30 |
|
|
2022
Q1 | $2.39M | Buy |
14,554
+13,712
| +1,629% | +$2.25M | 1.32% | 22 |
|
|
2021
Q4 | $99K | Hold |
842
| – | – | 0.05% | 44 |
|
|
2021
Q3 | $85K | Sell |
842
-17,838
| -95% | -$1.8M | 0.05% | 44 |
|
|
2021
Q2 | $1.96M | Buy |
18,680
+253
| +1% | +$26.5K | 1.08% | 31 |
|
|
2021
Q1 | $1.95M | Buy |
18,427
+407
| +2% | +$43K | 1.05% | 36 |
|
|
2020
Q4 | $1.52M | Sell |
18,020
-30
| -0.2% | -$2.53K | 0.93% | 46 |
|
|
2020
Q3 | $1.3M | Buy |
18,050
+17,208
| +2,044% | +$1.24M | 0.88% | 34 |
|
|
2020
Q2 | $75K | Hold |
842
| – | – | 0.05% | 42 |
|
|
2020
Q1 | $61K | Hold |
842
| – | – | 0.05% | 49 |
|
|
2019
Q4 | $101K | Hold |
842
| – | – | 0.07% | 50 |
|
|
2019
Q3 | $100K | Hold |
842
| – | – | 0.07% | 32 |
|
|
2019
Q2 | $105K | Hold |
842
| – | – | 0.09% | 32 |
|
|
2019
Q1 | $104K | Hold |
842
| – | – | 0.09% | 33 |
|
|
2018
Q4 | $92K | Hold |
842
| – | – | 0.08% | 39 |
|
|
2018
Q3 | $103K | Hold |
842
| – | – | 0.09% | 44 |
|
|
2018
Q2 | $106K | Hold |
842
| – | – | 0.1% | 45 |
|
|
2018
Q1 | $96K | Hold |
842
| – | – | 0.1% | 47 |
|
|
2017
Q4 | $105K | Hold |
842
| – | – | 0.1% | 46 |
|
|
2017
Q3 | $99K | Hold |
842
| – | – | 0.1% | 44 |
|
|
2017
Q2 | $88K | Hold |
842
| – | – | 0.07% | 50 |
|
|
2017
Q1 | $90K | Hold |
842
| – | – | 0.07% | 33 |
|
|
2016
Q4 | $99K | Hold |
842
| – | – | 0.09% | 35 |
|
|
2016
Q3 | $87K | Hold |
842
| – | – | 0.08% | 33 |
|
|
2016
Q2 | $88K | Sell |
842
-2,432
| -74% | -$254K | 0.08% | 30 |
|
|
2016
Q1 | $312K | Hold |
3,274
| – | – | 0.29% | 34 |
|
|
2015
Q4 | $295K | Hold |
3,274
| – | – | 0.3% | 30 |
|
|
2015
Q3 | $258K | Hold |
3,274
| – | – | 0.25% | 31 |
|
|
2015
Q2 | $0 | Hold |
3,274
| – | – | ﹤0.01% | 46 |
|
|
2015
Q1 | $344K | Hold |
3,274
| – | – | 0.33% | 27 |
|
|
2014
Q4 | $367K | Buy |
+3,274
| New | +$367K | 0.35% | 26 |
|