Family Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $382K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $4.6M | Buy |
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|
2023
Q4 | $3.43M | Buy |
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|
2023
Q3 | $2.79M | Buy |
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|
2023
Q2 | $2.59M | Sell |
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|
2023
Q1 | $2.78M | Sell |
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|
2022
Q4 | $3.2M | Sell |
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|
2022
Q3 | $2.63M | Sell |
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|
2022
Q2 | $2.67M | Buy |
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|
2022
Q1 | $575K | Buy |
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|
2021
Q4 | $393K | Sell |
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|
2021
Q3 | $350K | Sell |
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|
2021
Q2 | $638K | Buy |
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|
2021
Q1 | $532K | Sell |
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|
2020
Q4 | $480K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $578K | Buy |
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|
2020
Q1 | $412K | Sell |
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|
2019
Q4 | $752K | Buy |
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|
2019
Q3 | $626K | Buy |
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|
2019
Q2 | $620K | Buy |
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|
2019
Q1 | $527K | Buy |
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|
2018
Q4 | $428K | Hold |
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|
2018
Q3 | $481K | Hold |
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|
2018
Q2 | $497K | Hold |
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|
2018
Q1 | $449K | Hold |
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|
2017
Q4 | $492K | Sell |
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|
2017
Q3 | $472K | Hold |
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|
2017
Q2 | $419K | Hold |
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|
2017
Q1 | $432K | Hold |
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|
2016
Q4 | $473K | Hold |
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|
2016
Q3 | $414K | Hold |
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|
2016
Q2 | $421K | Sell |
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|
2016
Q1 | $395K | Hold |
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|
2015
Q4 | $372K | Sell |
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|
2015
Q3 | $348K | Hold |
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|
2015
Q2 | $425K | Hold |
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|
2015
Q1 | $463K | Hold |
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|
2014
Q4 | $495K | Hold |
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|
2014
Q3 | $526K | Hold |
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|
2014
Q2 | $576K | Buy |
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|
2014
Q1 | $513K | Hold |
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|
2013
Q4 | $538K | Sell |
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|
2013
Q3 | $554K | Hold |
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|
2013
Q2 | $540K | Buy |
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