Donoghue Forlines’s Chevron CVX Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.46M	Buy	10,173 +643	+7%	+$92.1K	0.42%	85
2025 Q1	$1.59M	Sell	9,530 -669	-7%	-$112K	0.51%	59
2024 Q4	$1.48M	Buy	10,199 +2,589	+34%	+$375K	0.49%	83
2024 Q3	$1.12M	Buy	7,610 +1,170	+18%	+$172K	0.32%	113
2024 Q2	$1.01M	Buy	6,440 +270	+4%	+$42.2K	0.29%	89
2024 Q1	$973K	Sell	6,170 -737	-11%	-$116K	0.28%	89
2023 Q4	$1.03M	Buy	6,907 +476	+7%	+$71K	0.32%	85
2023 Q3	$1.08M	Buy	6,431 +125	+2%	+$21.1K	0.39%	86
2023 Q2	$992K	Sell	6,306 -2,087	-25%	-$328K	0.31%	80
2023 Q1	$1.37M	Buy	8,393 +206	+3%	+$33.6K	0.49%	40
2022 Q4	$1.47M	Buy	8,187 +3,591	+78%	+$645K	0.52%	40
2022 Q3	$660K	Sell	4,596 -6,406	-58%	-$920K	0.24%	71
2022 Q2	$1.59M	Sell	11,002 -1,616	-13%	-$234K	0.42%	38
2022 Q1	$2.06M	Buy	12,618 +4,897	+63%	+$798K	0.45%	41
2021 Q4	$906K	Buy	+7,721	New	+$906K	0.15%	144
2021 Q1	–	Sell	-12,005	Closed	-$1.01M	–	234
2020 Q4	$1.01M	Sell	12,005 -3,152	-21%	-$266K	0.2%	151
2020 Q3	$1.09M	Buy	+15,157	New	+$1.09M	0.3%	112
2020 Q2	–	Sell	-9,401	Closed	-$681K	–	69
2020 Q1	$681K	Sell	9,401 -18,533	-66%	-$1.34M	0.15%	41
2019 Q4	$3.37M	Sell	27,934 -8,136	-23%	-$980K	0.52%	40
2019 Q3	$4.28M	Sell	36,070 -16,744	-32%	-$1.99M	0.61%	48
2019 Q2	$6.57M	Buy	+52,814	New	+$6.57M	0.77%	43
2017 Q4	–	Sell	-145,851	Closed	-$17.1M	–	123
2017 Q3	$17.1M	Sell	145,851 -5,472	-4%	-$643K	1.81%	20
2017 Q2	$15.8M	Buy	+151,323	New	+$15.8M	1.79%	35