Exchange Capital Management’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$458K Sell
3,200
-60
-2% -$8.59K 0.07% 168
2025
Q1
$545K Sell
3,260
-444
-12% -$74.3K 0.09% 155
2024
Q4
$536K Sell
3,704
-318
-8% -$46.1K 0.09% 150
2024
Q3
$592K Sell
4,022
-208
-5% -$30.6K 0.09% 146
2024
Q2
$662K Sell
4,230
-101
-2% -$15.8K 0.11% 144
2024
Q1
$683K Buy
4,331
+61
+1% +$9.62K 0.11% 142
2023
Q4
$637K Sell
4,270
-28
-0.7% -$4.18K 0.11% 136
2023
Q3
$725K Sell
4,298
-135
-3% -$22.8K 0.14% 131
2023
Q2
$698K Buy
4,433
+96
+2% +$15.1K 0.13% 130
2023
Q1
$708K Buy
4,337
+243
+6% +$39.6K 0.14% 125
2022
Q4
$735K Sell
4,094
-100
-2% -$17.9K 0.16% 117
2022
Q3
$603K Sell
4,194
-47
-1% -$6.76K 0.14% 127
2022
Q2
$614K Sell
4,241
-157
-4% -$22.7K 0.13% 127
2022
Q1
$716K Sell
4,398
-253
-5% -$41.2K 0.13% 126
2021
Q4
$546K Buy
4,651
+332
+8% +$39K 0.1% 138
2021
Q3
$438K Sell
4,319
-500
-10% -$50.7K 0.08% 142
2021
Q2
$505K Hold
4,819
0.1% 138
2021
Q1
$505K Sell
4,819
-800
-14% -$83.8K 0.1% 136
2020
Q4
$475K Sell
5,619
-1,410
-20% -$119K 0.11% 135
2020
Q3
$506K Sell
7,029
-185
-3% -$13.3K 0.13% 130
2020
Q2
$644K Sell
7,214
-585
-8% -$52.2K 0.18% 114
2020
Q1
$565K Sell
7,799
-863
-10% -$62.5K 0.18% 107
2019
Q4
$1.04M Sell
8,662
-330
-4% -$39.8K 0.27% 91
2019
Q3
$1.07M Sell
8,992
-551
-6% -$65.3K 0.28% 88
2019
Q2
$1.19M Sell
9,543
-101
-1% -$12.6K 0.32% 86
2019
Q1
$1.19M Sell
9,644
-83
-0.9% -$10.2K 0.33% 86
2018
Q4
$1.06M Sell
9,727
-138
-1% -$15K 0.34% 89
2018
Q3
$1.21M Sell
9,865
-43
-0.4% -$5.26K 0.35% 81
2018
Q2
$1.25M Buy
9,908
+2,920
+42% +$369K 0.37% 76
2018
Q1
$797K Buy
6,988
+281
+4% +$32K 0.25% 96
2017
Q4
$840K Sell
6,707
-6,517
-49% -$816K 0.26% 87
2017
Q3
$1.55M Sell
13,224
-1,037
-7% -$122K 0.51% 58
2017
Q2
$1.49M Buy
14,261
+6,279
+79% +$655K 0.5% 60
2017
Q1
$857K Buy
7,982
+645
+9% +$69.3K 0.31% 60
2016
Q4
$864K Buy
7,337
+4,349
+146% +$512K 0.33% 57
2016
Q3
$308K Buy
2,988
+1,147
+62% +$118K 0.12% 85
2016
Q2
$193K Buy
+1,841
New +$193K 0.08% 86
2015
Q1
Sell
-346
Closed -$39K 140
2014
Q4
$39K Buy
346
+33
+11% +$3.72K 0.02% 117
2014
Q3
$37K Sell
313
-239
-43% -$28.3K 0.02% 106
2014
Q2
$72K Hold
552
0.03% 81
2014
Q1
$66K Buy
552
+141
+34% +$16.9K 0.03% 91
2013
Q4
$51K Sell
411
-276
-40% -$34.2K 0.02% 87
2013
Q3
$83K Buy
687
+75
+12% +$9.06K 0.04% 76
2013
Q2
$72K Buy
+612
New +$72K 0.04% 78