Dowling & Yahnke’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $4.31M | Buy |
29,988
+61
| +0.2% | +$8.76K | 0.2% | 113 |
|
|
2022
Q2 | $4.33M | Buy |
29,927
+783
| +3% | +$113K | 0.2% | 116 |
|
|
2022
Q1 | $4.75M | Sell |
29,144
-566
| -2% | -$92.2K | 0.21% | 114 |
|
|
2021
Q4 | $3.49M | Sell |
29,710
-4,731
| -14% | -$555K | 0.17% | 137 |
|
|
2021
Q3 | $3.49M | Sell |
34,441
-642
| -2% | -$65.1K | 0.19% | 126 |
|
|
2021
Q2 | $3.68M | Sell |
35,083
-409
| -1% | -$42.8K | 0.21% | 120 |
|
|
2021
Q1 | $3.72M | Sell |
35,492
-1,606
| -4% | -$168K | 0.25% | 112 |
|
|
2020
Q4 | $3.13M | Sell |
37,098
-1,535
| -4% | -$130K | 0.22% | 121 |
|
|
2020
Q3 | $2.78M | Sell |
38,633
-3,461
| -8% | -$249K | 0.22% | 122 |
|
|
2020
Q2 | $3.76M | Sell |
42,094
-6,622
| -14% | -$591K | 0.32% | 95 |
|
|
2020
Q1 | $3.53M | Sell |
48,716
-17,021
| -26% | -$1.23M | 0.34% | 79 |
|
|
2019
Q4 | $7.92M | Sell |
65,737
-3,115
| -5% | -$375K | 0.61% | 50 |
|
|
2019
Q3 | $8.17M | Buy |
68,852
+1,581
| +2% | +$188K | 0.68% | 42 |
|
|
2019
Q2 | $8.37M | Buy |
67,271
+549
| +0.8% | +$68.3K | 0.69% | 42 |
|
|
2019
Q1 | $8.22M | Buy |
66,722
+3,098
| +5% | +$382K | 0.79% | 35 |
|
|
2018
Q4 | $7.57M | Buy |
63,624
+1,520
| +2% | +$181K | 0.78% | 37 |
|
|
2018
Q3 | $7.59M | Buy |
62,104
+172
| +0.3% | +$21K | 0.66% | 42 |
|
|
2018
Q2 | $7.83M | Sell |
61,932
-1,051
| -2% | -$133K | 0.73% | 37 |
|
|
2018
Q1 | $7.18M | Buy |
62,983
+203
| +0.3% | +$23.2K | 0.67% | 43 |
|
|
2017
Q4 | $7.86M | Sell |
62,780
-195
| -0.3% | -$24.4K | 0.71% | 39 |
|
|
2017
Q3 | $7.4M | Buy |
62,975
+174
| +0.3% | +$20.4K | 0.75% | 35 |
|
|
2017
Q2 | $6.55M | Sell |
62,801
-347
| -0.5% | -$36.2K | 0.69% | 44 |
|
|
2017
Q1 | $6.78M | Buy |
63,148
+855
| +1% | +$91.8K | 0.72% | 42 |
|
|
2016
Q4 | $7.33M | Sell |
62,293
-44
| -0.1% | -$5.18K | 0.82% | 28 |
|
|
2016
Q3 | $6.42M | Sell |
62,337
-263
| -0.4% | -$27.1K | 0.75% | 37 |
|
|
2016
Q2 | $6.56M | Sell |
62,600
-206
| -0.3% | -$21.6K | 0.79% | 34 |
|
|
2016
Q1 | $5.99M | Buy |
62,806
+2,171
| +4% | +$207K | 0.74% | 41 |
|
|
2015
Q4 | $5.46M | Buy |
60,635
+5,290
| +10% | +$476K | 0.69% | 44 |
|
|
2015
Q3 | $4.37M | Sell |
55,345
-1,272
| -2% | -$100K | 0.59% | 60 |
|
|
2015
Q2 | $5.46M | Buy |
56,617
+229
| +0.4% | +$22.1K | 0.69% | 45 |
|
|
2015
Q1 | $5.92M | Sell |
56,388
-2,171
| -4% | -$228K | 0.74% | 36 |
|
|
2014
Q4 | $6.57M | Sell |
58,559
-3,213
| -5% | -$360K | 0.82% | 28 |
|
|
2014
Q3 | $7.37M | Sell |
61,772
-61
| -0.1% | -$7.28K | 0.97% | 20 |
|
|
2014
Q2 | $8.07M | Sell |
61,833
-1,956
| -3% | -$255K | 1.04% | 16 |
|
|
2014
Q1 | $7.59M | Buy |
63,789
+2,221
| +4% | +$264K | 1% | 18 |
|
|
2013
Q4 | $7.69M | Buy |
61,568
+3,655
| +6% | +$457K | 1.08% | 15 |
|
|
2013
Q3 | $7.04M | Buy |
57,913
+429
| +0.7% | +$52.1K | 1.1% | 15 |
|
|
2013
Q2 | $6.8M | Buy |
+57,484
| New | +$6.8M | 1.13% | 14 |
|