FAM
Formidable Asset Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.29M | Sell |
25,622
-63
| -0.2% | -$10.5K | 0.72% | 27 |
|
|
2025
Q1 | $4.3M | Buy |
25,685
+264
| +1% | +$44.2K | 0.72% | 27 |
|
|
2024
Q4 | $3.68M | Sell |
25,421
-1,511
| -6% | -$219K | 0.6% | 30 |
|
|
2024
Q3 | $3.97M | Sell |
26,932
-463
| -2% | -$68.2K | 0.63% | 28 |
|
|
2024
Q2 | $4.29M | Buy |
27,395
+991
| +4% | +$155K | 0.69% | 27 |
|
|
2024
Q1 | $4.16M | Buy |
26,404
+11,347
| +75% | +$1.79M | 0.68% | 26 |
|
|
2023
Q4 | $22.5M | Sell |
15,057
-347
| -2% | -$518K | 4.66% | 5 |
|
|
2023
Q3 | $2.6M | Sell |
15,404
-21
| -0.1% | -$3.54K | 0.58% | 25 |
|
|
2023
Q2 | $2.43M | Buy |
15,425
+505
| +3% | +$79.5K | 0.53% | 28 |
|
|
2023
Q1 | $2.53M | Sell |
14,920
-1,649
| -10% | -$279K | 0.53% | 26 |
|
|
2022
Q4 | $2.97M | Buy |
16,569
+1,146
| +7% | +$206K | 0.67% | 21 |
|
|
2022
Q3 | $2.7M | Sell |
15,423
-96
| -0.6% | -$16.8K | 0.63% | 23 |
|
|
2022
Q2 | $2.25M | Sell |
15,519
-1,007
| -6% | -$146K | 0.51% | 30 |
|
|
2022
Q1 | $2.69M | Sell |
16,526
-467
| -3% | -$76K | 0.52% | 33 |
|
|
2021
Q4 | $2.05M | Sell |
16,993
-41
| -0.2% | -$4.95K | 0.39% | 48 |
|
|
2021
Q3 | $1.73M | Sell |
17,034
-6,858
| -29% | -$696K | 0.32% | 55 |
|
|
2021
Q2 | $2.35M | Buy |
23,892
+7,639
| +47% | +$753K | 0.51% | 38 |
|
|
2021
Q1 | $1.72M | Sell |
16,253
-1,410
| -8% | -$149K | 0.37% | 55 |
|
|
2020
Q4 | $1.5M | Sell |
17,663
-562
| -3% | -$47.6K | 0.35% | 62 |
|
|
2020
Q3 | $1.3M | Sell |
18,225
-2,180
| -11% | -$155K | 0.38% | 58 |
|
|
2020
Q2 | $1.81M | Buy |
20,405
+1,585
| +8% | +$141K | 0.54% | 40 |
|
|
2020
Q1 | $1.36M | Buy |
18,820
+1,167
| +7% | +$84.5K | 0.54% | 40 |
|
|
2019
Q4 | $2.02M | Buy |
17,653
+15,387
| +679% | +$1.76M | 0.64% | 26 |
|
|
2019
Q3 | $269K | Sell |
2,266
-15,067
| -87% | -$1.79M | 0.25% | 68 |
|
|
2019
Q2 | $2.14M | Buy |
+17,333
| New | +$2.14M | 0.73% | 24 |
|
|
2019
Q1 | – | Sell |
-15,344
| Closed | -$1.67M | – | 198 |
|
|
2018
Q4 | $1.67M | Sell |
15,344
-219
| -1% | -$23.8K | 0.88% | 27 |
|
|
2018
Q3 | $1.95M | Sell |
15,563
-44
| -0.3% | -$5.51K | 0.77% | 26 |
|
|
2018
Q2 | $1.97M | Sell |
15,607
-280
| -2% | -$35.4K | 0.85% | 26 |
|
|
2018
Q1 | $1.81M | Sell |
15,887
-47
| -0.3% | -$5.36K | 0.91% | 21 |
|
|
2017
Q4 | $2M | Sell |
15,934
-575
| -3% | -$72K | 0.92% | 21 |
|
|
2017
Q3 | $1.94M | Buy |
16,509
+61
| +0.4% | +$7.17K | 0.82% | 17 |
|
|
2017
Q2 | $1.72M | Sell |
16,448
-1,040
| -6% | -$109K | 0.85% | 16 |
|
|
2017
Q1 | $1.87M | Buy |
17,488
+280
| +2% | +$29.9K | 0.81% | 17 |
|
|
2016
Q4 | $2.03M | Sell |
17,208
-287
| -2% | -$33.8K | 1.02% | 15 |
|
|
2016
Q3 | $1.8M | Buy |
17,495
+75
| +0.4% | +$7.72K | 0.9% | 17 |
|
|
2016
Q2 | $1.84M | Buy |
17,420
+1,213
| +7% | +$128K | 1.02% | 16 |
|
|
2016
Q1 | $1.65M | Sell |
16,207
-1,528
| -9% | -$155K | 1.16% | 13 |
|
|
2015
Q4 | $1.53M | Buy |
17,735
+164
| +0.9% | +$14.1K | 1.06% | 17 |
|
|
2015
Q3 | $1.39M | Buy |
17,571
+1,422
| +9% | +$112K | 0.93% | 18 |
|
|
2015
Q2 | $1.56M | Sell |
16,149
-369
| -2% | -$35.6K | 0.99% | 17 |
|
|
2015
Q1 | $1.78M | Sell |
16,518
-154
| -0.9% | -$16.6K | 1.17% | 15 |
|
|
2014
Q4 | $1.87M | Buy |
16,672
+1,935
| +13% | +$217K | 1.28% | 13 |
|
|
2014
Q3 | $1.72M | Sell |
14,737
-38
| -0.3% | -$4.44K | 1.14% | 18 |
|
|
2014
Q2 | $1.93M | Hold |
14,775
| – | – | 1.17% | 18 |
|
|
2014
Q1 | $1.86M | Buy |
14,775
+90
| +0.6% | +$11.3K | 1.3% | 17 |
|
|
2013
Q4 | $1.65M | Sell |
14,685
-570
| -4% | -$63.9K | 1.11% | 19 |
|
|
2013
Q3 | $1.84M | Buy |
+15,255
| New | +$1.84M | 1.59% | 14 |
|