Exeter Financial’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.82M | Buy |
26,666
+13
| +0% | +$1.86K | 1.7% | 20 |
|
2025
Q1 | $4.46M | Buy |
26,653
+68
| +0.3% | +$11.4K | 2% | 15 |
|
2024
Q4 | $3.85M | Buy |
26,585
+642
| +2% | +$93K | 1.76% | 18 |
|
2024
Q3 | $3.82M | Buy |
25,943
+167
| +0.6% | +$24.6K | 1.69% | 19 |
|
2024
Q2 | $4.03M | Sell |
25,776
-77
| -0.3% | -$12K | 1.92% | 15 |
|
2024
Q1 | $4.15M | Buy |
25,853
+527
| +2% | +$84.7K | 1.91% | 15 |
|
2023
Q4 | $3.69M | Buy |
25,326
+439
| +2% | +$64K | 1.79% | 17 |
|
2023
Q3 | $4.2M | Buy |
24,887
+298
| +1% | +$50.2K | 2.22% | 11 |
|
2023
Q2 | $3.89M | Sell |
24,589
-1,532
| -6% | -$242K | 2.01% | 14 |
|
2023
Q1 | $4.4M | Sell |
26,121
-562
| -2% | -$94.6K | 2.2% | 13 |
|
2022
Q4 | $4.79M | Sell |
26,683
-50
| -0.2% | -$8.98K | 2.49% | 9 |
|
2022
Q3 | $3.84M | Buy |
26,733
+627
| +2% | +$90.1K | 2.23% | 12 |
|
2022
Q2 | $3.78M | Sell |
26,106
-552
| -2% | -$79.9K | 2.11% | 14 |
|
2022
Q1 | $4.34M | Buy |
26,658
+178
| +0.7% | +$29K | 2.35% | 12 |
|
2021
Q4 | $3.31M | Buy |
26,480
+7
| +0% | +$876 | 1.81% | 17 |
|
2021
Q3 | $2.69M | Buy |
26,473
+335
| +1% | +$34K | 1.6% | 22 |
|
2021
Q2 | $2.77M | Buy |
26,138
+847
| +3% | +$89.8K | 1.61% | 21 |
|
2021
Q1 | $2.65M | Buy |
25,291
+764
| +3% | +$80.1K | 1.67% | 22 |
|
2020
Q4 | $2.07M | Buy |
24,527
+428
| +2% | +$36.1K | 1.44% | 24 |
|
2020
Q3 | $1.74M | Buy |
24,099
+2,133
| +10% | +$154K | 1.36% | 27 |
|
2020
Q2 | $1.96M | Sell |
21,966
-1,224
| -5% | -$109K | 1.63% | 22 |
|
2020
Q1 | $1.68M | Buy |
23,190
+338
| +1% | +$24.5K | 1.58% | 23 |
|
2019
Q4 | $2.75M | Sell |
22,852
-2,352
| -9% | -$283K | 2.14% | 16 |
|
2019
Q3 | $2.99M | Sell |
25,204
-160
| -0.6% | -$19K | 2.38% | 15 |
|
2019
Q2 | $3.16M | Buy |
25,364
+198
| +0.8% | +$24.6K | 2.64% | 11 |
|
2019
Q1 | $3.1M | Sell |
25,166
-85
| -0.3% | -$10.5K | 2.68% | 12 |
|
2018
Q4 | $2.75M | Buy |
25,251
+522
| +2% | +$56.8K | 2.59% | 13 |
|
2018
Q3 | $3.02M | Buy |
24,729
+279
| +1% | +$34.1K | 2.48% | 14 |
|
2018
Q2 | $3.09M | Sell |
24,450
-1,119
| -4% | -$141K | 2.72% | 9 |
|
2018
Q1 | $2.92M | Sell |
25,569
-99
| -0.4% | -$11.3K | 2.5% | 11 |
|
2017
Q4 | $3.21M | Buy |
+25,668
| New | +$3.21M | 2.8% | 10 |
|