First Heartland Consultants’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $655K | Buy |
4,571
+574
| +14% | +$82.2K | 0.06% | 225 |
|
|
2025
Q1 | $669K | Sell |
3,997
-138
| -3% | -$23.1K | 0.07% | 195 |
|
|
2024
Q4 | $599K | Buy |
4,135
+338
| +9% | +$49K | 0.06% | 209 |
|
|
2024
Q3 | $559K | Sell |
3,797
-628
| -14% | -$92.5K | 0.06% | 217 |
|
|
2024
Q2 | $692 | Buy |
4,425
+9
| +0.2% | +$1 | 0.05% | 211 |
|
|
2024
Q1 | $697K | Buy |
4,416
+62
| +1% | +$9.79K | 0.07% | 206 |
|
|
2023
Q4 | $649K | Buy |
4,354
+494
| +13% | +$73.6K | 0.08% | 180 |
|
|
2023
Q3 | $651K | Buy |
3,860
+22
| +0.6% | +$3.71K | 0.08% | 180 |
|
|
2023
Q2 | $604K | Sell |
3,838
-643
| -14% | -$101K | 0.08% | 181 |
|
|
2023
Q1 | $731K | Sell |
4,481
-2,203
| -33% | -$359K | 0.11% | 162 |
|
|
2022
Q4 | $1.2M | Buy |
6,684
+465
| +7% | +$83.5K | 0.19% | 116 |
|
|
2022
Q3 | $893 | Buy |
6,219
+146
| +2% | +$21 | 0.08% | 133 |
|
|
2022
Q2 | $879K | Buy |
6,073
+1,519
| +33% | +$220K | 0.14% | 129 |
|
|
2022
Q1 | $741K | Buy |
4,554
+319
| +8% | +$51.9K | 0.11% | 142 |
|
|
2021
Q4 | $497 | Buy |
4,235
+1,424
| +51% | +$167 | 0.02% | 199 |
|
|
2021
Q3 | $285K | Sell |
2,811
-778
| -22% | -$78.9K | 0.04% | 289 |
|
|
2021
Q2 | $376K | Sell |
3,589
-474
| -12% | -$49.7K | 0.06% | 256 |
|
|
2021
Q1 | $426K | Buy |
4,063
+602
| +17% | +$63.1K | 0.07% | 229 |
|
|
2020
Q4 | $292K | Sell |
3,461
-321
| -8% | -$27.1K | 0.05% | 248 |
|
|
2020
Q3 | $272K | Sell |
3,782
-543
| -13% | -$39.1K | 0.05% | 226 |
|
|
2020
Q2 | $386K | Buy |
4,325
+558
| +15% | +$49.8K | 0.08% | 185 |
|
|
2020
Q1 | $273K | Sell |
3,767
-155
| -4% | -$11.2K | 0.07% | 199 |
|
|
2019
Q4 | $473K | Buy |
3,922
+21
| +0.5% | +$2.53K | 0.09% | 179 |
|
|
2019
Q3 | $463K | Buy |
3,901
+202
| +5% | +$24K | 0.1% | 167 |
|
|
2019
Q2 | $460K | Buy |
3,699
+180
| +5% | +$22.4K | 0.11% | 161 |
|
|
2019
Q1 | $433K | Buy |
3,519
+525
| +18% | +$64.6K | 0.12% | 158 |
|
|
2018
Q4 | $326K | Sell |
2,994
-415
| -12% | -$45.2K | 0.12% | 166 |
|
|
2018
Q3 | $417K | Sell |
3,409
-205
| -6% | -$25.1K | 0.13% | 153 |
|
|
2018
Q2 | $457K | Sell |
3,614
-1,897
| -34% | -$240K | 0.16% | 144 |
|
|
2018
Q1 | $628K | Buy |
5,511
+231
| +4% | +$26.3K | 0.19% | 128 |
|
|
2017
Q4 | $661K | Sell |
5,280
-3,740
| -41% | -$468K | 0.2% | 120 |
|
|
2017
Q3 | $1.06M | Buy |
9,020
+1,105
| +14% | +$130K | 0.26% | 113 |
|
|
2017
Q2 | $826K | Buy |
7,915
+957
| +14% | +$99.9K | 0.21% | 131 |
|
|
2017
Q1 | $747K | Sell |
6,958
-782
| -10% | -$84K | 0.21% | 138 |
|
|
2016
Q4 | $911K | Sell |
7,740
-462
| -6% | -$54.4K | 0.28% | 102 |
|
|
2016
Q3 | $844K | Sell |
8,202
-715
| -8% | -$73.6K | 0.25% | 112 |
|
|
2016
Q2 | $935 | Buy |
8,917
+281
| +3% | +$29 | 0.1% | 87 |
|
|
2016
Q1 | $824K | Sell |
8,636
-28
| -0.3% | -$2.67K | 0.31% | 83 |
|
|
2015
Q4 | $779K | Sell |
8,664
-453
| -5% | -$40.7K | 0.3% | 91 |
|
|
2015
Q3 | $719K | Sell |
9,117
-425
| -4% | -$33.5K | 0.3% | 92 |
|
|
2015
Q2 | $921 | Sell |
9,542
-201
| -2% | -$19 | 0.25% | 79 |
|
|
2015
Q1 | $1.02M | Buy |
9,743
+1,764
| +22% | +$185K | 0.39% | 68 |
|
|
2014
Q4 | $895K | Buy |
7,979
+1,348
| +20% | +$151K | 0.37% | 75 |
|
|
2014
Q3 | $791K | Sell |
6,631
-192
| -3% | -$22.9K | 0.35% | 85 |
|
|
2014
Q2 | $891K | Sell |
6,823
-141
| -2% | -$18.4K | 0.4% | 78 |
|
|
2014
Q1 | $828K | Buy |
6,964
+1,081
| +18% | +$129K | 0.41% | 71 |
|
|
2013
Q4 | $735K | Sell |
5,883
-10,195
| -63% | -$1.27M | 0.41% | 73 |
|
|
2013
Q3 | $1.95M | Buy |
16,078
+685
| +4% | +$83.1K | 1.18% | 16 |
|
|
2013
Q2 | $1.82M | Buy |
+15,393
| New | +$1.82M | 1.06% | 20 |
|