ECM
Evergreen Capital Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.7M | Sell |
32,808
-7,409
| -18% | -$1.06M | 0.14% | 165 |
|
|
2025
Q1 | $6.73M | Buy |
40,217
+1,825
| +5% | +$305K | 0.23% | 132 |
|
|
2024
Q4 | $5.56M | Buy |
38,392
+2,520
| +7% | +$365K | 0.18% | 140 |
|
|
2024
Q3 | $5.28M | Sell |
35,872
-5,025
| -12% | -$740K | 0.18% | 143 |
|
|
2024
Q2 | $6.4M | Buy |
40,897
+775
| +2% | +$121K | 0.23% | 121 |
|
|
2024
Q1 | $6.33M | Sell |
40,122
-4,707
| -10% | -$742K | 0.24% | 113 |
|
|
2023
Q4 | $6.69M | Buy |
44,829
+3,836
| +9% | +$572K | 0.27% | 108 |
|
|
2023
Q3 | $6.91M | Buy |
40,993
+1,605
| +4% | +$271K | 0.3% | 98 |
|
|
2023
Q2 | $6.2M | Buy |
39,388
+2,436
| +7% | +$383K | 0.26% | 117 |
|
|
2023
Q1 | $6.03M | Sell |
36,952
-166
| -0.4% | -$27.1K | 0.27% | 110 |
|
|
2022
Q4 | $6.66M | Buy |
37,118
+1,002
| +3% | +$180K | 0.31% | 93 |
|
|
2022
Q3 | $5.19M | Buy |
36,116
+2,818
| +8% | +$405K | 0.27% | 110 |
|
|
2022
Q2 | $4.82M | Sell |
33,298
-2,423
| -7% | -$351K | 0.25% | 112 |
|
|
2022
Q1 | $5.82M | Buy |
35,721
+235
| +0.7% | +$38.3K | 0.24% | 122 |
|
|
2021
Q4 | $4.16M | Buy |
35,486
+1,005
| +3% | +$118K | 0.17% | 152 |
|
|
2021
Q3 | $3.5M | Sell |
34,481
-47,598
| -58% | -$4.83M | 0.16% | 150 |
|
|
2021
Q2 | $8.6M | Buy |
82,079
+53,005
| +182% | +$5.55M | 0.41% | 64 |
|
|
2021
Q1 | $3.05M | Buy |
29,074
+1,654
| +6% | +$173K | 0.16% | 145 |
|
|
2020
Q4 | $2.32M | Sell |
27,420
-1,340
| -5% | -$113K | 0.14% | 155 |
|
|
2020
Q3 | $2.07M | Sell |
28,760
-1,259
| -4% | -$90.7K | 0.14% | 146 |
|
|
2020
Q2 | $2.68M | Buy |
30,019
+675
| +2% | +$60.2K | 0.2% | 114 |
|
|
2020
Q1 | $2.13M | Sell |
29,344
-4,741
| -14% | -$343K | 0.2% | 105 |
|
|
2019
Q4 | $4.11M | Sell |
34,085
-77
| -0.2% | -$9.28K | 0.34% | 71 |
|
|
2019
Q3 | $4.05M | Sell |
34,162
-678
| -2% | -$80.4K | 0.38% | 67 |
|
|
2019
Q2 | $4.34M | Buy |
34,840
+5,446
| +19% | +$678K | 0.41% | 61 |
|
|
2019
Q1 | $3.62M | Buy |
29,394
+951
| +3% | +$117K | 0.36% | 73 |
|
|
2018
Q4 | $3.09M | Buy |
28,443
+540
| +2% | +$58.7K | 0.32% | 77 |
|
|
2018
Q3 | $3.41M | Buy |
27,903
+1,680
| +6% | +$205K | 0.3% | 78 |
|
|
2018
Q2 | $3.32M | Sell |
26,223
-785
| -3% | -$99.2K | 0.31% | 75 |
|
|
2018
Q1 | $3.08M | Buy |
27,008
+5,002
| +23% | +$570K | 0.3% | 81 |
|
|
2017
Q4 | $2.76M | Sell |
22,006
-7,381
| -25% | -$924K | 0.28% | 87 |
|
|
2017
Q3 | $3.45M | Buy |
29,387
+18,440
| +168% | +$2.17M | 0.4% | 66 |
|
|
2017
Q2 | $1.14M | Buy |
10,947
+1,375
| +14% | +$143K | 0.18% | 85 |
|
|
2017
Q1 | $1.03M | Sell |
9,572
-2,085
| -18% | -$224K | 0.21% | 76 |
|
|
2016
Q4 | $1.37M | Sell |
11,657
-225
| -2% | -$26.5K | 0.27% | 75 |
|
|
2016
Q3 | $1.22M | Buy |
11,882
+55
| +0.5% | +$5.66K | 0.24% | 70 |
|
|
2016
Q2 | $1.24M | Sell |
11,827
-285
| -2% | -$29.9K | 0.27% | 67 |
|
|
2016
Q1 | $1.16M | Buy |
12,112
+454
| +4% | +$43.3K | 0.27% | 64 |
|
|
2015
Q4 | $1.05M | Sell |
11,658
-3,725
| -24% | -$335K | 0.25% | 68 |
|
|
2015
Q3 | $1.21M | Sell |
15,383
-35,205
| -70% | -$2.78M | 0.32% | 67 |
|
|
2015
Q2 | $4.88M | Sell |
50,588
-1,475
| -3% | -$142K | 1.2% | 28 |
|
|
2015
Q1 | $5.47M | Buy |
52,063
+875
| +2% | +$91.9K | 1.2% | 31 |
|
|
2014
Q4 | $6.11M | Sell |
51,188
-575
| -1% | -$68.6K | 1.2% | 28 |
|
|
2014
Q3 | $6.18M | Buy |
51,763
+755
| +1% | +$90.1K | 1.2% | 26 |
|
|
2014
Q2 | $6.66M | Buy |
51,008
+363
| +0.7% | +$47.4K | 1.31% | 23 |
|
|
2014
Q1 | $6.02M | Sell |
50,645
-1,290
| -2% | -$153K | 1.21% | 28 |
|
|
2013
Q4 | $6.49M | Sell |
51,935
-5,600
| -10% | -$699K | 1.18% | 28 |
|
|
2013
Q3 | $6.99M | Buy |
57,535
+225
| +0.4% | +$27.3K | 1.12% | 27 |
|
|
2013
Q2 | $6.78M | Buy |
+57,310
| New | +$6.78M | 1.04% | 34 |
|