Financial Management Professionals’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.02M | Sell |
7,095
-507
| -7% | -$72.6K | 0.11% | 63 |
|
2025
Q1 | $1.27M | Buy |
7,602
+88
| +1% | +$14.7K | 0.16% | 52 |
|
2024
Q4 | $1.09M | Buy |
7,514
+1,076
| +17% | +$156K | 0.14% | 60 |
|
2024
Q3 | $948K | Sell |
6,438
-123
| -2% | -$18.1K | 0.12% | 64 |
|
2024
Q2 | $1.03M | Buy |
6,561
+343
| +6% | +$53.6K | 0.14% | 52 |
|
2024
Q1 | $981K | Buy |
6,218
+379
| +6% | +$59.8K | 0.14% | 57 |
|
2023
Q4 | $871K | Buy |
5,839
+512
| +10% | +$76.4K | 0.14% | 53 |
|
2023
Q3 | $898K | Sell |
5,327
-52
| -1% | -$8.77K | 0.16% | 50 |
|
2023
Q2 | $846K | Buy |
5,379
+93
| +2% | +$14.6K | 0.14% | 54 |
|
2023
Q1 | $863K | Buy |
5,286
+692
| +15% | +$113K | 0.17% | 50 |
|
2022
Q4 | $825K | Buy |
4,594
+157
| +4% | +$28.2K | 0.17% | 42 |
|
2022
Q3 | $638K | Sell |
4,437
-1,523
| -26% | -$219K | 0.15% | 48 |
|
2022
Q2 | $863K | Buy |
5,960
+261
| +5% | +$37.8K | 0.21% | 45 |
|
2022
Q1 | $928K | Buy |
5,699
+144
| +3% | +$23.4K | 0.2% | 47 |
|
2021
Q4 | $652K | Buy |
5,555
+173
| +3% | +$20.3K | 0.14% | 53 |
|
2021
Q3 | $546K | Buy |
5,382
+300
| +6% | +$30.4K | 0.13% | 48 |
|
2021
Q2 | $532K | Buy |
5,082
+432
| +9% | +$45.2K | 0.14% | 45 |
|
2021
Q1 | $487K | Buy |
4,650
+3,074
| +195% | +$322K | 0.13% | 41 |
|
2020
Q4 | $133K | Sell |
1,576
-932
| -37% | -$78.7K | 0.04% | 93 |
|
2020
Q3 | $181K | Sell |
2,508
-18
| -0.7% | -$1.3K | 0.06% | 67 |
|
2020
Q2 | $225K | Buy |
2,526
+1,558
| +161% | +$139K | 0.08% | 53 |
|
2020
Q1 | $70K | Sell |
968
-1,000
| -51% | -$72.3K | 0.03% | 71 |
|
2019
Q4 | $237K | Sell |
1,968
-90
| -4% | -$10.8K | 0.08% | 45 |
|
2019
Q3 | $244K | Hold |
2,058
| – | – | 0.09% | 45 |
|
2019
Q2 | $256K | Hold |
2,058
| – | – | 0.09% | 38 |
|
2019
Q1 | $254K | Hold |
2,058
| – | – | 0.1% | 37 |
|
2018
Q4 | $224K | Hold |
2,058
| – | – | 0.14% | 33 |
|
2018
Q3 | $252K | Sell |
2,058
-45
| -2% | -$5.51K | 0.1% | 39 |
|
2018
Q2 | $266K | Sell |
2,103
-10
| -0.5% | -$1.27K | 0.11% | 36 |
|
2018
Q1 | $241K | Buy |
2,113
+145
| +7% | +$16.5K | 0.12% | 37 |
|
2017
Q4 | $246K | Hold |
1,968
| – | – | 0.1% | 35 |
|
2017
Q3 | $231K | Sell |
1,968
-100
| -5% | -$11.7K | 0.1% | 36 |
|
2017
Q2 | $215K | Hold |
2,068
| – | – | 0.1% | 43 |
|
2017
Q1 | $222K | Sell |
2,068
-887
| -30% | -$95.2K | 0.11% | 38 |
|
2016
Q4 | $347K | Hold |
2,955
| – | – | 0.18% | 30 |
|
2016
Q3 | $304K | Buy |
2,955
+224
| +8% | +$23K | 0.16% | 31 |
|
2016
Q2 | $285K | Sell |
2,731
-892
| -25% | -$93.1K | 0.15% | 33 |
|
2016
Q1 | $346K | Buy |
3,623
+12
| +0.3% | +$1.15K | 0.18% | 33 |
|
2015
Q4 | $324K | Buy |
3,611
+14
| +0.4% | +$1.26K | 0.17% | 35 |
|
2015
Q3 | $283K | Buy |
3,597
+15
| +0.4% | +$1.18K | 0.19% | 32 |
|
2015
Q2 | $344K | Buy |
3,582
+1,067
| +42% | +$102K | 0.16% | 32 |
|
2015
Q1 | $264K | Sell |
2,515
-41
| -2% | -$4.3K | 0.12% | 31 |
|
2014
Q4 | $287K | Hold |
2,556
| – | – | 0.16% | 34 |
|
2014
Q3 | $304K | Sell |
2,556
-64
| -2% | -$7.61K | 0.21% | 28 |
|
2014
Q2 | $342K | Sell |
2,620
-1,118
| -30% | -$146K | 0.23% | 29 |
|
2014
Q1 | $445K | Buy |
3,738
+9
| +0.2% | +$1.07K | 0.31% | 28 |
|
2013
Q4 | $466K | Buy |
3,729
+8
| +0.2% | +$1K | 0.31% | 24 |
|
2013
Q3 | $452K | Buy |
3,721
+9
| +0.2% | +$1.09K | 0.28% | 22 |
|
2013
Q2 | $439K | Buy |
+3,712
| New | +$439K | 0.32% | 23 |
|