Douglass Winthrop Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.85M | Sell |
26,912
-677
| -2% | -$96.9K | 0.07% | 86 |
|
|
2025
Q1 | $4.62M | Buy |
27,589
+49
| +0.2% | +$8.2K | 0.09% | 75 |
|
|
2024
Q4 | $3.99M | Buy |
27,540
+628
| +2% | +$91K | 0.08% | 83 |
|
|
2024
Q3 | $3.96M | Buy |
26,912
+1,233
| +5% | +$182K | 0.08% | 81 |
|
|
2024
Q2 | $4.02M | Sell |
25,679
-134
| -0.5% | -$21K | 0.08% | 79 |
|
|
2024
Q1 | $4.07M | Buy |
25,813
+622
| +2% | +$98.1K | 0.08% | 80 |
|
|
2023
Q4 | $3.76M | Buy |
25,191
+128
| +0.5% | +$19.1K | 0.08% | 77 |
|
|
2023
Q3 | $4.23M | Buy |
25,063
+1,295
| +5% | +$218K | 0.1% | 72 |
|
|
2023
Q2 | $3.74M | Hold |
23,768
| – | – | 0.09% | 78 |
|
|
2023
Q1 | $3.88M | Buy |
23,768
+1,065
| +5% | +$174K | 0.1% | 73 |
|
|
2022
Q4 | $4.08M | Sell |
22,703
-40
| -0.2% | -$7.18K | 0.11% | 71 |
|
|
2022
Q3 | $3.27M | Sell |
22,743
-604
| -3% | -$86.8K | 0.1% | 74 |
|
|
2022
Q2 | $3.38M | Buy |
23,347
+625
| +3% | +$90.5K | 0.1% | 73 |
|
|
2022
Q1 | $3.7M | Buy |
22,722
+2,232
| +11% | +$363K | 0.09% | 78 |
|
|
2021
Q4 | $2.41M | Sell |
20,490
-120
| -0.6% | -$14.1K | 0.05% | 103 |
|
|
2021
Q3 | $2.09M | Sell |
20,610
-7,299
| -26% | -$741K | 0.05% | 105 |
|
|
2021
Q2 | $2.92M | Buy |
27,909
+1,158
| +4% | +$121K | 0.07% | 90 |
|
|
2021
Q1 | $2.8M | Buy |
26,751
+13,733
| +105% | +$1.44M | 0.08% | 90 |
|
|
2020
Q4 | $1.1M | Sell |
13,018
-1,936
| -13% | -$163K | 0.03% | 119 |
|
|
2020
Q3 | $1.08M | Sell |
14,954
-4,973
| -25% | -$358K | 0.04% | 119 |
|
|
2020
Q2 | $1.78M | Sell |
19,927
-1,068
| -5% | -$95.3K | 0.07% | 85 |
|
|
2020
Q1 | $1.52M | Sell |
20,995
-35,312
| -63% | -$2.56M | 0.07% | 91 |
|
|
2019
Q4 | $6.79M | Sell |
56,307
-8,184
| -13% | -$986K | 0.24% | 52 |
|
|
2019
Q3 | $7.65M | Buy |
64,491
+6,044
| +10% | +$717K | 0.29% | 50 |
|
|
2019
Q2 | $7.27M | Sell |
58,447
-5,615
| -9% | -$699K | 0.29% | 50 |
|
|
2019
Q1 | $7.89M | Buy |
64,062
+780
| +1% | +$96.1K | 0.34% | 48 |
|
|
2018
Q4 | $6.88M | Sell |
63,282
-518
| -0.8% | -$56.4K | 0.34% | 51 |
|
|
2018
Q3 | $7.8M | Sell |
63,800
-17,380
| -21% | -$2.13M | 0.34% | 49 |
|
|
2018
Q2 | $10.3M | Sell |
81,180
-5,437
| -6% | -$687K | 0.46% | 42 |
|
|
2018
Q1 | $9.88M | Sell |
86,617
-4,407
| -5% | -$503K | 0.48% | 40 |
|
|
2017
Q4 | $11.4M | Sell |
91,024
-3,641
| -4% | -$456K | 0.62% | 38 |
|
|
2017
Q3 | $11.1M | Sell |
94,665
-5,071
| -5% | -$596K | 0.65% | 37 |
|
|
2017
Q2 | $10.4M | Sell |
99,736
-7,350
| -7% | -$767K | 0.63% | 36 |
|
|
2017
Q1 | $11.5M | Buy |
107,086
+3,512
| +3% | +$377K | 0.72% | 37 |
|
|
2016
Q4 | $12.2M | Buy |
103,574
+7,803
| +8% | +$918K | 0.82% | 34 |
|
|
2016
Q3 | $9.86M | Buy |
95,771
+995
| +1% | +$102K | 0.68% | 38 |
|
|
2016
Q2 | $9.94M | Sell |
94,776
-2,680
| -3% | -$281K | 0.7% | 37 |
|
|
2016
Q1 | $9.3M | Sell |
97,456
-2,700
| -3% | -$258K | 0.67% | 39 |
|
|
2015
Q4 | $9.01M | Buy |
100,156
+4,325
| +5% | +$389K | 0.67% | 40 |
|
|
2015
Q3 | $7.56M | Sell |
95,831
-7,180
| -7% | -$566K | 0.6% | 42 |
|
|
2015
Q2 | $10.8M | Hold |
103,011
| – | – | 0.84% | 35 |
|
|
2015
Q1 | $10.8M | Buy |
103,011
+27,425
| +36% | +$2.88M | 0.84% | 35 |
|
|
2014
Q4 | $8.48M | Sell |
75,586
-8,545
| -10% | -$959K | 0.76% | 39 |
|
|
2014
Q3 | $10M | Sell |
84,131
-2,690
| -3% | -$321K | 0.93% | 36 |
|
|
2014
Q2 | $11.3M | Buy |
86,821
+376
| +0.4% | +$49.1K | 1.04% | 34 |
|
|
2014
Q1 | $10.3M | Buy |
86,445
+2,580
| +3% | +$307K | 1.01% | 33 |
|
|
2013
Q4 | $10.5M | Buy |
83,865
+844
| +1% | +$105K | 1.09% | 32 |
|
|
2013
Q3 | $10.1M | Buy |
83,021
+1,003
| +1% | +$122K | 1.17% | 32 |
|
|
2013
Q2 | $9.71M | Buy |
+82,018
| New | +$9.71M | 1.17% | 32 |
|