First United Bank & Trust’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.82M | Sell |
12,689
-439
| -3% | -$62.9K | 0.63% | 46 |
|
2025
Q1 | $2.2M | Sell |
13,128
-2,607
| -17% | -$436K | 0.82% | 37 |
|
2024
Q4 | $2.28M | Buy |
15,735
+2,075
| +15% | +$301K | 0.83% | 36 |
|
2024
Q3 | $2.01M | Sell |
13,660
-1,237
| -8% | -$182K | 0.72% | 44 |
|
2024
Q2 | $2.33M | Buy |
14,897
+32
| +0.2% | +$5.01K | 0.87% | 36 |
|
2024
Q1 | $2.34M | Buy |
14,865
+150
| +1% | +$23.7K | 0.87% | 38 |
|
2023
Q4 | $2.19M | Sell |
14,715
-900
| -6% | -$134K | 0.88% | 36 |
|
2023
Q3 | $2.63M | Sell |
15,615
-60
| -0.4% | -$10.1K | 1.22% | 25 |
|
2023
Q2 | $2.47M | Sell |
15,675
-665
| -4% | -$105K | 1.1% | 28 |
|
2023
Q1 | $2.67M | Buy |
16,340
+209
| +1% | +$34.1K | 1.25% | 21 |
|
2022
Q4 | $2.9M | Sell |
16,131
-678
| -4% | -$122K | 1.41% | 19 |
|
2022
Q3 | $2.42M | Sell |
16,809
-250
| -1% | -$35.9K | 1.21% | 24 |
|
2022
Q2 | $2.47M | Sell |
17,059
-505
| -3% | -$73.1K | 1.14% | 24 |
|
2022
Q1 | $2.86M | Sell |
17,564
-407
| -2% | -$66.3K | 1.12% | 24 |
|
2021
Q4 | $2.11M | Sell |
17,971
-2
| -0% | -$235 | 0.78% | 40 |
|
2021
Q3 | $1.82M | Sell |
17,973
-59
| -0.3% | -$5.98K | 0.74% | 43 |
|
2021
Q2 | $1.89M | Sell |
18,032
-774
| -4% | -$81.1K | 0.79% | 43 |
|
2021
Q1 | $1.97M | Buy |
18,806
+2,023
| +12% | +$212K | 0.84% | 40 |
|
2020
Q4 | $1.42M | Sell |
16,783
-1,867
| -10% | -$158K | 0.68% | 52 |
|
2020
Q3 | $1.34M | Buy |
18,650
+652
| +4% | +$47K | 0.75% | 46 |
|
2020
Q2 | $1.61M | Sell |
17,998
-802
| -4% | -$71.6K | 0.95% | 40 |
|
2020
Q1 | $1.36M | Buy |
18,800
+375
| +2% | +$27.2K | 0.97% | 37 |
|
2019
Q4 | $2.22M | Sell |
18,425
-280
| -1% | -$33.7K | 1.28% | 20 |
|
2019
Q3 | $2.22M | Sell |
18,705
-1,543
| -8% | -$183K | 1.39% | 17 |
|
2019
Q2 | $2.52M | Sell |
20,248
-22
| -0.1% | -$2.74K | 1.49% | 18 |
|
2019
Q1 | $2.5M | Sell |
20,270
-73
| -0.4% | -$8.99K | 1.54% | 17 |
|
2018
Q4 | $2.21M | Buy |
20,343
+592
| +3% | +$64.4K | 1.55% | 19 |
|
2018
Q3 | $2.42M | Buy |
19,751
+281
| +1% | +$34.4K | 1.51% | 18 |
|
2018
Q2 | $2.46M | Sell |
19,470
-142
| -0.7% | -$17.9K | 1.63% | 15 |
|
2018
Q1 | $2.24M | Sell |
19,612
-30
| -0.2% | -$3.42K | 1.47% | 19 |
|
2017
Q4 | $2.46M | Buy |
19,642
+65
| +0.3% | +$8.14K | 1.6% | 17 |
|
2017
Q3 | $2.3M | Sell |
19,577
-135
| -0.7% | -$15.9K | 1.54% | 19 |
|
2017
Q2 | $2.06M | Buy |
19,712
+265
| +1% | +$27.6K | 1.39% | 23 |
|
2017
Q1 | $2.09M | Buy |
19,447
+472
| +2% | +$50.7K | 1.46% | 21 |
|
2016
Q4 | $2.23M | Sell |
18,975
-125
| -0.7% | -$14.7K | 1.68% | 16 |
|
2016
Q3 | $1.97M | Buy |
19,100
+402
| +2% | +$41.4K | 1.63% | 20 |
|
2016
Q2 | $1.96M | Buy |
18,698
+667
| +4% | +$69.9K | 1.7% | 21 |
|
2016
Q1 | $1.72M | Buy |
18,031
+687
| +4% | +$65.5K | 1.58% | 22 |
|
2015
Q4 | $1.56M | Buy |
17,344
+353
| +2% | +$31.8K | 1.41% | 23 |
|
2015
Q3 | $1.34M | Sell |
16,991
-4,788
| -22% | -$378K | 1.31% | 27 |
|
2015
Q2 | $2.1M | Buy |
21,779
+1,990
| +10% | +$192K | 1.92% | 12 |
|
2015
Q1 | $2.08M | Buy |
19,789
+4,146
| +27% | +$435K | 1.88% | 13 |
|
2014
Q4 | $1.76M | Sell |
15,643
-461
| -3% | -$51.7K | 1.69% | 20 |
|
2014
Q3 | $1.92M | Buy |
16,104
+725
| +5% | +$86.5K | 1.96% | 14 |
|
2014
Q2 | $2.01M | Sell |
15,379
-78
| -0.5% | -$10.2K | 2.09% | 10 |
|
2014
Q1 | $1.84M | Sell |
15,457
-309
| -2% | -$36.7K | 1.98% | 11 |
|
2013
Q4 | $1.97M | Sell |
15,766
-90
| -0.6% | -$11.2K | 2.18% | 9 |
|
2013
Q3 | $1.93M | Buy |
15,856
+1,180
| +8% | +$143K | 2.33% | 8 |
|
2013
Q2 | $1.74M | Buy |
+14,676
| New | +$1.74M | 2.33% | 9 |
|