Fiduciary Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.26M | Buy |
15,816
+51
| +0.3% | +$7.3K | 0.21% | 98 |
|
|
2025
Q1 | $2.64M | Sell |
15,765
-162
| -1% | -$27.1K | 0.26% | 91 |
|
|
2024
Q4 | $2.31M | Sell |
15,927
-228
| -1% | -$33K | 0.23% | 93 |
|
|
2024
Q3 | $2.38M | Buy |
16,155
+109
| +0.7% | +$16.1K | 0.24% | 92 |
|
|
2024
Q2 | $2.51M | Sell |
16,046
-556
| -3% | -$87K | 0.27% | 83 |
|
|
2024
Q1 | $2.62M | Buy |
16,602
+783
| +5% | +$124K | 0.29% | 81 |
|
|
2023
Q4 | $2.36M | Sell |
15,819
-1,366
| -8% | -$204K | 0.28% | 82 |
|
|
2023
Q3 | $2.9M | Sell |
17,185
-157
| -0.9% | -$26.5K | 0.37% | 70 |
|
|
2023
Q2 | $2.73M | Buy |
17,342
+29
| +0.2% | +$4.56K | 0.34% | 75 |
|
|
2023
Q1 | $2.82M | Sell |
17,313
-265
| -2% | -$43.2K | 0.37% | 70 |
|
|
2022
Q4 | $3.16M | Buy |
17,578
+97
| +0.6% | +$17.4K | 0.42% | 64 |
|
|
2022
Q3 | $3.17M | Buy |
17,481
+307
| +2% | +$55.7K | 0.41% | 64 |
|
|
2022
Q2 | $2.74M | Buy |
17,174
+762
| +5% | +$122K | 0.34% | 66 |
|
|
2022
Q1 | $2.68M | Buy |
16,412
+607
| +4% | +$99K | 0.35% | 65 |
|
|
2021
Q4 | $1.86M | Sell |
15,805
-90
| -0.6% | -$10.6K | 0.21% | 85 |
|
|
2021
Q3 | $1.81M | Sell |
15,895
-404
| -2% | -$46.1K | 0.21% | 82 |
|
|
2021
Q2 | $1.64M | Sell |
16,299
-194
| -1% | -$19.5K | 0.19% | 87 |
|
|
2021
Q1 | $1.7M | Sell |
16,493
-377
| -2% | -$38.9K | 0.21% | 84 |
|
|
2020
Q4 | $1.55M | Sell |
16,870
-752
| -4% | -$69.2K | 0.2% | 86 |
|
|
2020
Q3 | $1.27M | Sell |
17,622
-805
| -4% | -$58K | 0.19% | 86 |
|
|
2020
Q2 | $1.64M | Sell |
18,427
-416
| -2% | -$37.1K | 0.27% | 75 |
|
|
2020
Q1 | $1.37M | Sell |
18,843
-5,022
| -21% | -$364K | 0.27% | 70 |
|
|
2019
Q4 | $2.88M | Sell |
23,865
-353
| -1% | -$42.5K | 0.46% | 53 |
|
|
2019
Q3 | $2.87M | Sell |
24,218
-1,217
| -5% | -$144K | 0.5% | 52 |
|
|
2019
Q2 | $3.17M | Sell |
25,435
-10
| -0% | -$1.24K | 0.57% | 49 |
|
|
2019
Q1 | $3.13M | Buy |
25,445
+395
| +2% | +$48.7K | 0.58% | 49 |
|
|
2018
Q4 | $2.73M | Sell |
25,050
-350
| -1% | -$38.1K | 0.56% | 52 |
|
|
2018
Q3 | $3.11M | Buy |
25,400
+264
| +1% | +$32.3K | 0.61% | 48 |
|
|
2018
Q2 | $3.18M | Sell |
25,136
-133
| -0.5% | -$16.8K | 0.67% | 47 |
|
|
2018
Q1 | $2.88M | Sell |
25,269
-92
| -0.4% | -$10.5K | 0.62% | 49 |
|
|
2017
Q4 | $3.18M | Sell |
25,361
-150
| -0.6% | -$18.8K | 0.68% | 46 |
|
|
2017
Q3 | $3M | Sell |
25,511
-2,469
| -9% | -$290K | 0.67% | 48 |
|
|
2017
Q2 | $2.92M | Sell |
27,980
-218
| -0.8% | -$22.7K | 0.67% | 48 |
|
|
2017
Q1 | $3.03M | Sell |
28,198
-1,406
| -5% | -$151K | 0.72% | 46 |
|
|
2016
Q4 | $3.48M | Sell |
29,604
-104
| -0.4% | -$12.2K | 0.9% | 40 |
|
|
2016
Q3 | $3.06M | Sell |
29,708
-545
| -2% | -$56.1K | 0.83% | 43 |
|
|
2016
Q2 | $3.17M | Sell |
30,253
-963
| -3% | -$101K | 0.88% | 40 |
|
|
2016
Q1 | $2.98M | Sell |
31,216
-1,655
| -5% | -$158K | 0.86% | 43 |
|
|
2015
Q4 | $2.96M | Sell |
32,871
-2,930
| -8% | -$264K | 0.88% | 40 |
|
|
2015
Q3 | $2.82M | Buy |
35,801
+95
| +0.3% | +$7.49K | 0.94% | 37 |
|
|
2015
Q2 | $3.45M | Buy |
+35,706
| New | +$3.45M | 1.08% | 29 |
|