Disciplined Growth Investors’s Chevron CVX Stock Holding History

Disciplined Growth Investors’s Portfolio CVX Stock Details CVX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-1,295	Closed	-$203K	–	70
2024 Q2	$203K	Hold	1,295	–	–	﹤0.01%	66
2024 Q1	$204K	Buy	+1,295	New	+$204K	﹤0.01%	68
2023 Q4	–	Sell	-1,295	Closed	-$218K	–	64
2023 Q3	$218K	Hold	1,295	–	–	0.01%	64
2023 Q2	$204K	Hold	1,295	–	–	﹤0.01%	64
2023 Q1	$211K	Sell	1,295 -480	-27%	-$78.3K	0.01%	65
2022 Q4	$319K	Hold	1,775	–	–	0.01%	67
2022 Q3	$255K	Hold	1,775	–	–	0.01%	71
2022 Q2	$257K	Sell	1,775 -175	-9%	-$25.3K	0.01%	72
2022 Q1	$318K	Hold	1,950	–	–	0.01%	85
2021 Q4	$229K	Buy	+1,950	New	+$229K	﹤0.01%	95
2021 Q3	–	Sell	-1,950	Closed	-$204K	–	80
2021 Q2	$204K	Hold	1,950	–	–	﹤0.01%	80
2021 Q1	$204K	Buy	+1,950	New	+$204K	﹤0.01%	77
2020 Q1	–	Sell	-1,950	Closed	-$235K	–	85
2019 Q4	$235K	Hold	1,950	–	–	﹤0.01%	86
2019 Q3	$231K	Hold	1,950	–	–	﹤0.01%	86
2019 Q2	$243K	Hold	1,950	–	–	﹤0.01%	88
2019 Q1	$240K	Hold	1,950	–	–	﹤0.01%	88
2018 Q4	$212K	Hold	1,950	–	–	﹤0.01%	89
2018 Q3	$238K	Hold	1,950	–	–	﹤0.01%	87
2018 Q2	$247K	Hold	1,950	–	–	﹤0.01%	85
2018 Q1	$222K	Hold	1,950	–	–	﹤0.01%	85
2017 Q4	$244K	Hold	1,950	–	–	﹤0.01%	87
2017 Q3	$229K	Hold	1,950	–	–	﹤0.01%	87
2017 Q2	$203K	Hold	1,950	–	–	﹤0.01%	86
2017 Q1	$209K	Sell	1,950 -400	-17%	-$42.9K	﹤0.01%	89
2016 Q4	$277K	Hold	2,350	–	–	0.01%	88
2016 Q3	$242K	Hold	2,350	–	–	0.01%	84
2016 Q2	$246K	Sell	2,350 -900	-28%	-$94.2K	0.01%	88
2016 Q1	$310K	Hold	3,250	–	–	0.01%	87
2015 Q4	$292K	Hold	3,250	–	–	0.01%	88
2015 Q3	$256K	Hold	3,250	–	–	0.01%	89
2015 Q2	$314K	Hold	3,250	–	–	0.01%	90
2015 Q1	$341K	Hold	3,250	–	–	0.01%	88
2014 Q4	$365K	Hold	3,250	–	–	0.01%	90
2014 Q3	$388K	Hold	3,250	–	–	0.01%	93
2014 Q2	$424K	Hold	3,250	–	–	0.01%	98
2014 Q1	$386K	Hold	3,250	–	–	0.01%	86
2013 Q4	$406K	Hold	3,250	–	–	0.01%	87
2013 Q3	$395K	Hold	3,250	–	–	0.01%	87
2013 Q2	$385K	Buy	+3,250	New	+$385K	0.01%	87