EFS
Essex Financial Services’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.68M | Sell |
46,628
-3,705
| -7% | -$531K | 0.44% | 50 |
|
|
2025
Q1 | $8.42M | Buy |
50,333
+245
| +0.5% | +$41K | 0.61% | 34 |
|
|
2024
Q4 | $7.25M | Buy |
50,088
+654
| +1% | +$94.7K | 0.51% | 39 |
|
|
2024
Q3 | $7.46M | Sell |
49,434
-4,462
| -8% | -$673K | 0.54% | 37 |
|
|
2024
Q2 | $7.79M | Buy |
53,896
+8,031
| +18% | +$1.16M | 0.58% | 36 |
|
|
2024
Q1 | $7.23M | Sell |
45,865
-1,994
| -4% | -$315K | 0.67% | 31 |
|
|
2023
Q4 | $7.14M | Buy |
47,859
+4,342
| +10% | +$648K | 0.74% | 29 |
|
|
2023
Q3 | $7.34M | Sell |
43,517
-801
| -2% | -$135K | 0.85% | 27 |
|
|
2023
Q2 | $6.97M | Sell |
44,318
-60,153
| -58% | -$9.47M | 0.79% | 27 |
|
|
2023
Q1 | $17M | Sell |
104,471
-2,953
| -3% | -$482K | 1.79% | 7 |
|
|
2022
Q4 | $19.3M | Buy |
107,424
+334
| +0.3% | +$59.9K | 2.04% | 5 |
|
|
2022
Q3 | $15.4M | Buy |
107,090
+2,104
| +2% | +$302K | 1.83% | 6 |
|
|
2022
Q2 | $15.2M | Sell |
104,986
-3,414
| -3% | -$494K | 1.69% | 7 |
|
|
2022
Q1 | $17.7M | Buy |
108,400
+34,305
| +46% | +$5.59M | 1.69% | 8 |
|
|
2021
Q4 | $8.7M | Buy |
74,095
+50,232
| +211% | +$5.89M | 0.86% | 18 |
|
|
2021
Q3 | $2.42M | Buy |
23,863
+4,254
| +22% | +$432K | 0.28% | 84 |
|
|
2021
Q2 | $2.06M | Hold |
19,609
| – | – | 0.3% | 79 |
|
|
2021
Q1 | $2.06M | Sell |
19,609
-925
| -5% | -$96.9K | 0.37% | 69 |
|
|
2020
Q4 | $1.74M | Buy |
20,534
+1,579
| +8% | +$133K | 0.34% | 69 |
|
|
2020
Q3 | $1.37M | Buy |
18,955
+243
| +1% | +$17.5K | 0.34% | 64 |
|
|
2020
Q2 | $1.67M | Sell |
18,712
-2,926
| -14% | -$261K | 0.51% | 50 |
|
|
2020
Q1 | $1.57M | Sell |
21,638
-6,484
| -23% | -$470K | 0.56% | 47 |
|
|
2019
Q4 | $3.39M | Buy |
28,122
+2,219
| +9% | +$267K | 0.93% | 25 |
|
|
2019
Q3 | $3.07M | Sell |
25,903
-869
| -3% | -$103K | 0.99% | 23 |
|
|
2019
Q2 | $3.33M | Buy |
26,772
+52
| +0.2% | +$6.47K | 0.98% | 23 |
|
|
2019
Q1 | $3.29M | Sell |
26,720
-1,225
| -4% | -$151K | 0.99% | 25 |
|
|
2018
Q4 | $3.04M | Sell |
27,945
-718
| -3% | -$78.1K | 0.93% | 27 |
|
|
2018
Q3 | $3.51M | Sell |
28,663
-10
| -0% | -$1.22K | 0.77% | 36 |
|
|
2018
Q2 | $3.63M | Buy |
28,673
+41
| +0.1% | +$5.18K | 0.87% | 30 |
|
|
2018
Q1 | $3.27M | Sell |
28,632
-1,610
| -5% | -$184K | 0.64% | 44 |
|
|
2017
Q4 | $3.79M | Sell |
30,242
-1,597
| -5% | -$200K | 0.9% | 31 |
|
|
2017
Q3 | $3.74M | Sell |
31,839
-332
| -1% | -$39K | 0.92% | 29 |
|
|
2017
Q2 | $3.36M | Sell |
32,171
-1,739
| -5% | -$181K | 0.71% | 40 |
|
|
2017
Q1 | $3.64M | Sell |
33,910
-709
| -2% | -$76.1K | 0.84% | 31 |
|
|
2016
Q4 | $4.08M | Buy |
34,619
+84
| +0.2% | +$9.89K | 0.87% | 29 |
|
|
2016
Q3 | $3.55M | Buy |
34,535
+468
| +1% | +$48.2K | 0.85% | 27 |
|
|
2016
Q2 | $3.57M | Sell |
34,067
-1,230
| -3% | -$129K | 0.86% | 26 |
|
|
2016
Q1 | $3.37M | Sell |
35,297
-67
| -0.2% | -$6.39K | 0.83% | 30 |
|
|
2015
Q4 | $3.18M | Buy |
35,364
+804
| +2% | +$72.3K | 0.76% | 35 |
|
|
2015
Q3 | $2.73M | Sell |
34,560
-357
| -1% | -$28.2K | 0.71% | 39 |
|
|
2015
Q2 | $3.37M | Buy |
34,917
+136
| +0.4% | +$13.1K | 0.87% | 28 |
|
|
2015
Q1 | $3.65M | Sell |
34,781
-1,094
| -3% | -$115K | 0.94% | 21 |
|
|
2014
Q4 | $4.02M | Buy |
35,875
+2,611
| +8% | +$293K | 1.05% | 17 |
|
|
2014
Q3 | $3.97M | Sell |
33,264
-370
| -1% | -$44.1K | 1.19% | 15 |
|
|
2014
Q2 | $4.39M | Buy |
33,634
+148
| +0.4% | +$19.3K | 1.31% | 12 |
|
|
2014
Q1 | $3.98M | Sell |
33,486
-3,409
| -9% | -$405K | 1.3% | 12 |
|
|
2013
Q4 | $4.61M | Sell |
36,895
-1,270
| -3% | -$159K | 1.56% | 11 |
|
|
2013
Q3 | $4.64K | Buy |
38,165
+161
| +0.4% | +$20 | 1.46% | 10 |
|
|
2013
Q2 | $4.5M | Buy |
+38,004
| New | +$4.5M | 1.57% | 11 |
|