Diligent Investors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.84M | Buy |
26,843
+2,302
| +9% | +$330K | 0.91% | 19 |
|
2025
Q1 | $4.11M | Sell |
24,541
-360
| -1% | -$60.2K | 1% | 14 |
|
2024
Q4 | $3.61M | Sell |
24,901
-593
| -2% | -$85.9K | 0.83% | 21 |
|
2024
Q3 | $3.75M | Buy |
25,494
+1,443
| +6% | +$213K | 0.87% | 18 |
|
2024
Q2 | $3.76M | Sell |
24,051
-657
| -3% | -$103K | 0.93% | 16 |
|
2024
Q1 | $3.9M | Buy |
24,708
+746
| +3% | +$118K | 0.98% | 15 |
|
2023
Q4 | $3.57M | Buy |
23,962
+341
| +1% | +$50.9K | 0.98% | 15 |
|
2023
Q3 | $3.98M | Buy |
23,621
+390
| +2% | +$65.8K | 1.22% | 11 |
|
2023
Q2 | $3.66M | Buy |
23,231
+374
| +2% | +$58.8K | 1.08% | 15 |
|
2023
Q1 | $3.73M | Buy |
22,857
+2,195
| +11% | +$358K | 1.15% | 14 |
|
2022
Q4 | $3.71M | Buy |
20,662
+282
| +1% | +$50.6K | 1.21% | 12 |
|
2022
Q3 | $2.93M | Buy |
20,380
+1,804
| +10% | +$259K | 1.04% | 16 |
|
2022
Q2 | $2.69M | Buy |
18,576
+135
| +0.7% | +$19.5K | 0.92% | 21 |
|
2022
Q1 | $3M | Sell |
18,441
-2,367
| -11% | -$385K | 0.87% | 20 |
|
2021
Q4 | $2.44M | Buy |
20,808
+1,292
| +7% | +$152K | 0.68% | 29 |
|
2021
Q3 | $2.04M | Hold |
19,516
| – | – | 0.7% | 31 |
|
2021
Q2 | $2.04M | Sell |
19,516
-1,012
| -5% | -$106K | 0.69% | 31 |
|
2021
Q1 | $2.15M | Buy |
20,528
+2,934
| +17% | +$307K | 0.78% | 29 |
|
2020
Q4 | $1.49M | Buy |
17,594
+1,779
| +11% | +$150K | 0.6% | 37 |
|
2020
Q3 | $1.14M | Buy |
15,815
+389
| +3% | +$28K | 0.52% | 44 |
|
2020
Q2 | $1.38M | Buy |
15,426
+605
| +4% | +$54K | 0.67% | 31 |
|
2020
Q1 | $1.07M | Sell |
14,821
-74
| -0.5% | -$5.36K | 0.64% | 37 |
|
2019
Q4 | $1.8M | Buy |
14,895
+461
| +3% | +$55.6K | 0.81% | 28 |
|
2019
Q3 | $1.71M | Sell |
14,434
-170
| -1% | -$20.2K | 0.84% | 29 |
|
2019
Q2 | $1.82M | Buy |
14,604
+640
| +5% | +$79.6K | 0.9% | 27 |
|
2019
Q1 | $1.72M | Buy |
13,964
+4,829
| +53% | +$595K | 0.98% | 30 |
|
2018
Q4 | $994K | Sell |
9,135
-24
| -0.3% | -$2.61K | 0.65% | 44 |
|
2018
Q3 | $1.12M | Buy |
9,159
+101
| +1% | +$12.4K | 0.61% | 45 |
|
2018
Q2 | $1.15M | Buy |
9,058
+380
| +4% | +$48K | 0.7% | 39 |
|
2018
Q1 | $990K | Sell |
8,678
-36
| -0.4% | -$4.11K | 0.6% | 49 |
|
2017
Q4 | $1.09M | Buy |
8,714
+1
| +0% | +$125 | 0.7% | 43 |
|
2017
Q3 | $1.02M | Buy |
8,713
+25
| +0.3% | +$2.94K | 0.75% | 37 |
|
2017
Q2 | $906K | Buy |
8,688
+555
| +7% | +$57.9K | 0.64% | 45 |
|
2017
Q1 | $874K | Sell |
8,133
-110
| -1% | -$11.8K | 0.67% | 42 |
|
2016
Q4 | $969K | Sell |
8,243
-31
| -0.4% | -$3.64K | 0.77% | 38 |
|
2016
Q3 | $854K | Hold |
8,274
| – | – | 0.69% | 42 |
|
2016
Q2 | $867K | Buy |
8,274
+694
| +9% | +$72.7K | 0.82% | 34 |
|
2016
Q1 | $723K | Buy |
7,580
+1,600
| +27% | +$153K | 0.79% | 38 |
|
2015
Q4 | $538K | Buy |
5,980
+1
| +0% | +$90 | 0.61% | 51 |
|
2015
Q3 | $534K | Sell |
5,979
-200
| -3% | -$17.9K | 0.57% | 52 |
|
2015
Q2 | $590K | Sell |
6,179
-74
| -1% | -$7.07K | 0.62% | 48 |
|
2015
Q1 | $681K | Sell |
6,253
-80
| -1% | -$8.71K | 0.7% | 40 |
|
2014
Q4 | $703K | Buy |
+6,333
| New | +$703K | 0.72% | 43 |
|