Drexel Morgan & Co’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $501K | Hold |
3,500
| – | – | 0.09% | 42 |
|
|
2025
Q1 | $586K | Hold |
3,500
| – | – | 0.12% | 38 |
|
|
2024
Q4 | $507K | Hold |
3,500
| – | – | 0.1% | 41 |
|
|
2024
Q3 | $515K | Hold |
3,500
| – | – | 0.1% | 42 |
|
|
2024
Q2 | $547K | Buy |
3,500
+945
| +37% | +$148K | 0.12% | 40 |
|
|
2024
Q1 | $403K | Buy |
2,555
+55
| +2% | +$8.68K | 0.08% | 45 |
|
|
2023
Q4 | $373K | Hold |
2,500
| – | – | 0.09% | 45 |
|
|
2023
Q3 | $422K | Hold |
2,500
| – | – | 0.11% | 40 |
|
|
2023
Q2 | $393K | Hold |
2,500
| – | – | 0.1% | 41 |
|
|
2023
Q1 | $408K | Hold |
2,500
| – | – | 0.1% | 40 |
|
|
2022
Q4 | $449K | Hold |
2,500
| – | – | 0.09% | 39 |
|
|
2022
Q3 | $359K | Hold |
2,500
| – | – | 0.09% | 39 |
|
|
2022
Q2 | $362K | Hold |
2,500
| – | – | 0.1% | 38 |
|
|
2022
Q1 | $407K | Hold |
2,500
| – | – | 0.12% | 37 |
|
|
2021
Q4 | $293K | Hold |
2,500
| – | – | 0.08% | 44 |
|
|
2021
Q3 | $254K | Sell |
2,500
-609
| -20% | -$61.9K | 0.08% | 42 |
|
|
2021
Q2 | $326K | Sell |
3,109
-2,579
| -45% | -$270K | 0.1% | 61 |
|
|
2021
Q1 | $596K | Hold |
5,688
| – | – | 0.15% | 63 |
|
|
2020
Q4 | $480K | Hold |
5,688
| – | – | 0.13% | 64 |
|
|
2020
Q3 | $410K | Buy |
5,688
+330
| +6% | +$23.8K | 0.14% | 67 |
|
|
2020
Q2 | $478K | Hold |
5,358
| – | – | 0.18% | 61 |
|
|
2020
Q1 | $388K | Hold |
5,358
| – | – | 0.15% | 63 |
|
|
2019
Q4 | $645K | Buy |
5,358
+500
| +10% | +$60.2K | 0.48% | 47 |
|
|
2019
Q3 | $576K | Hold |
4,858
| – | – | 0.44% | 49 |
|
|
2019
Q2 | $605K | Hold |
4,858
| – | – | 0.47% | 49 |
|
|
2019
Q1 | $598K | Hold |
4,858
| – | – | 0.53% | 46 |
|
|
2018
Q4 | $529K | Hold |
4,858
| – | – | 0.53% | 46 |
|
|
2018
Q3 | $594K | Hold |
4,858
| – | – | 0.52% | 47 |
|
|
2018
Q2 | $614K | Buy |
4,858
+255
| +6% | +$32.2K | 0.61% | 44 |
|
|
2018
Q1 | $525K | Hold |
4,603
| – | – | 0.55% | 48 |
|
|
2017
Q4 | $576K | Hold |
4,603
| – | – | 0.56% | 49 |
|
|
2017
Q3 | $541K | Buy |
4,603
+905
| +24% | +$106K | 0.55% | 50 |
|
|
2017
Q2 | $386K | Hold |
3,698
| – | – | 0.4% | 59 |
|
|
2017
Q1 | $397K | Buy |
3,698
+895
| +32% | +$96.1K | 0.44% | 58 |
|
|
2016
Q4 | $330K | Sell |
2,803
-9
| -0.3% | -$1.06K | 0.39% | 63 |
|
|
2016
Q3 | $290K | Hold |
2,812
| – | – | 0.32% | 70 |
|
|
2016
Q2 | $295K | Hold |
2,812
| – | – | 0.33% | 72 |
|
|
2016
Q1 | $268K | Hold |
2,812
| – | – | 0.31% | 72 |
|
|
2015
Q4 | $253K | Hold |
2,812
| – | – | 0.28% | 79 |
|
|
2015
Q3 | $222K | Hold |
2,812
| – | – | 0.29% | 75 |
|
|
2015
Q2 | $271K | Hold |
2,812
| – | – | 0.32% | 74 |
|
|
2015
Q1 | $295K | Sell |
2,812
-1,226
| -30% | -$129K | 0.32% | 84 |
|
|
2014
Q4 | $453K | Hold |
4,038
| – | – | 0.51% | 57 |
|
|
2014
Q3 | $482K | Buy |
4,038
+462
| +13% | +$55.1K | 0.59% | 55 |
|
|
2014
Q2 | $467K | Buy |
3,576
+1,175
| +49% | +$153K | 0.56% | 52 |
|
|
2014
Q1 | $286K | Sell |
2,401
-34
| -1% | -$4.05K | 0.36% | 68 |
|
|
2013
Q4 | $304K | Hold |
2,435
| – | – | 0.41% | 65 |
|
|
2013
Q3 | $296K | Hold |
2,435
| – | – | 0.41% | 64 |
|
|
2013
Q2 | $288K | Buy |
+2,435
| New | +$288K | 0.48% | 65 |
|