Edgemoor Investment 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 | $815K | Hold |
5,693
| – | – | 0.07% | 100 |
|
|
2025
Q1 | $952K | Hold |
5,693
| – | – | 0.09% | 97 |
|
|
2024
Q4 | $825K | Sell |
5,693
-112
| -2% | -$16.2K | 0.07% | 101 |
|
|
2024
Q3 | $855K | Sell |
5,805
-259
| -4% | -$38.1K | 0.07% | 97 |
|
|
2024
Q2 | $949K | Buy |
6,064
+100
| +2% | +$15.6K | 0.09% | 91 |
|
|
2024
Q1 | $941K | Buy |
5,964
+551
| +10% | +$86.9K | 0.09% | 89 |
|
|
2023
Q4 | $807K | Hold |
5,413
| – | – | 0.08% | 94 |
|
|
2023
Q3 | $913K | Sell |
5,413
-198
| -4% | -$33.4K | 0.11% | 88 |
|
|
2023
Q2 | $883K | Hold |
5,611
| – | – | 0.1% | 90 |
|
|
2023
Q1 | $915K | Sell |
5,611
-907
| -14% | -$148K | 0.11% | 85 |
|
|
2022
Q4 | $1.17M | Buy |
6,518
+1,655
| +34% | +$297K | 0.15% | 84 |
|
|
2022
Q3 | $699K | Sell |
4,863
-602
| -11% | -$86.5K | 0.09% | 90 |
|
|
2022
Q2 | $791K | Buy |
5,465
+16
| +0.3% | +$2.32K | 0.1% | 94 |
|
|
2022
Q1 | $887K | Buy |
5,449
+1,396
| +34% | +$227K | 0.09% | 95 |
|
|
2021
Q4 | $476K | Hold |
4,053
| – | – | 0.05% | 105 |
|
|
2021
Q3 | $411K | Sell |
4,053
-2,065
| -34% | -$209K | 0.05% | 100 |
|
|
2021
Q2 | $641K | Buy |
6,118
+15
| +0.2% | +$1.57K | 0.06% | 90 |
|
|
2021
Q1 | $640K | Buy |
6,103
+223
| +4% | +$23.4K | 0.06% | 87 |
|
|
2020
Q4 | $497K | Buy |
5,880
+16
| +0.3% | +$1.35K | 0.06% | 90 |
|
|
2020
Q3 | $422K | Sell |
5,864
-27
| -0.5% | -$1.94K | 0.05% | 91 |
|
|
2020
Q2 | $526K | Buy |
5,891
+77
| +1% | +$6.88K | 0.07% | 82 |
|
|
2020
Q1 | $421K | Buy |
5,814
+149
| +3% | +$10.8K | 0.07% | 86 |
|
|
2019
Q4 | $683K | Hold |
5,665
| – | – | 0.08% | 88 |
|
|
2019
Q3 | $672K | Sell |
5,665
-164
| -3% | -$19.5K | 0.08% | 89 |
|
|
2019
Q2 | $725K | Sell |
5,829
-265
| -4% | -$33K | 0.09% | 89 |
|
|
2019
Q1 | $751K | Buy |
6,094
+250
| +4% | +$30.8K | 0.1% | 88 |
|
|
2018
Q4 | $636K | Sell |
5,844
-162
| -3% | -$17.6K | 0.09% | 89 |
|
|
2018
Q3 | $734K | Sell |
6,006
-77
| -1% | -$9.41K | 0.09% | 88 |
|
|
2018
Q2 | $769K | Sell |
6,083
-544
| -8% | -$68.8K | 0.1% | 86 |
|
|
2018
Q1 | $756K | Buy |
6,627
+112
| +2% | +$12.8K | 0.1% | 86 |
|
|
2017
Q4 | $860K | Sell |
6,515
-1,128
| -15% | -$149K | 0.11% | 84 |
|
|
2017
Q3 | $898K | Sell |
7,643
-201
| -3% | -$23.6K | 0.12% | 92 |
|
|
2017
Q2 | $818K | Buy |
7,844
+1,307
| +20% | +$136K | 0.11% | 92 |
|
|
2017
Q1 | $702K | Sell |
6,537
-231
| -3% | -$24.8K | 0.1% | 90 |
|
|
2016
Q4 | $797K | Sell |
6,768
-1,284
| -16% | -$151K | 0.12% | 80 |
|
|
2016
Q3 | $829K | Sell |
8,052
-235
| -3% | -$24.2K | 0.13% | 80 |
|
|
2016
Q2 | $869K | Hold |
8,287
| – | – | 0.14% | 81 |
|
|
2016
Q1 | $791K | Sell |
8,287
-1,348
| -14% | -$129K | 0.12% | 84 |
|
|
2015
Q4 | $867K | Sell |
9,635
-122
| -1% | -$11K | 0.13% | 90 |
|
|
2015
Q3 | $770K | Buy |
9,757
+650
| +7% | +$51.3K | 0.12% | 98 |
|
|
2015
Q2 | $879K | Buy |
9,107
+250
| +3% | +$24.1K | 0.13% | 91 |
|
|
2015
Q1 | $930K | Buy |
8,857
+304
| +4% | +$31.9K | 0.13% | 86 |
|
|
2014
Q4 | $959K | Hold |
8,553
| – | – | 0.14% | 82 |
|
|
2014
Q3 | $1.02M | Buy |
8,553
+294
| +4% | +$35.1K | 0.15% | 85 |
|
|
2014
Q2 | $1.08M | Buy |
8,259
+113
| +1% | +$14.7K | 0.16% | 86 |
|
|
2014
Q1 | $969K | Sell |
8,146
-1,209
| -13% | -$144K | 0.15% | 83 |
|
|
2013
Q4 | $1.17M | Buy |
9,355
+1,152
| +14% | +$144K | 0.19% | 82 |
|
|
2013
Q3 | $997K | Sell |
8,203
-4
| -0% | -$486 | 0.17% | 82 |
|
|
2013
Q2 | $971K | Buy |
+8,207
| New | +$971K | 0.17% | 89 |
|