Delta Capital Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $251K | Hold |
1,750
| – | – | 0.14% | 91 |
|
|
2025
Q1 | $293K | Hold |
1,750
| – | – | 0.17% | 86 |
|
|
2024
Q4 | $253K | Buy |
+1,750
| New | +$253K | 0.14% | 95 |
|
|
2020
Q1 | – | Sell |
-2,750
| Closed | -$331K | – | 66 |
|
|
2019
Q4 | $331K | Buy |
+2,750
| New | +$331K | 0.2% | 56 |
|
|
2018
Q3 | – | Sell |
-2,390
| Closed | -$302K | – | 69 |
|
|
2018
Q2 | $302K | Sell |
2,390
-80
| -3% | -$10.1K | 0.2% | 54 |
|
|
2018
Q1 | $282K | Hold |
2,470
| – | – | 0.18% | 56 |
|
|
2017
Q4 | $309K | Buy |
2,470
+90
| +4% | +$11.3K | 0.19% | 53 |
|
|
2017
Q3 | $280K | Hold |
2,380
| – | – | 0.19% | 56 |
|
|
2017
Q2 | $248K | Hold |
2,380
| – | – | 0.17% | 61 |
|
|
2017
Q1 | $256K | Sell |
2,380
-150
| -6% | -$16.1K | 0.18% | 58 |
|
|
2016
Q4 | $298K | Buy |
2,530
+60
| +2% | +$7.07K | 0.21% | 55 |
|
|
2016
Q3 | $254K | Sell |
2,470
-1,970
| -44% | -$203K | 0.19% | 60 |
|
|
2016
Q2 | $465K | Sell |
4,440
-1,300
| -23% | -$136K | 0.36% | 45 |
|
|
2016
Q1 | $548K | Sell |
5,740
-30
| -0.5% | -$2.86K | 0.39% | 45 |
|
|
2015
Q4 | $519K | Buy |
+5,770
| New | +$519K | 0.38% | 46 |
|