FCMC
Founders Capital Management (Connecticut)’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92M | Buy |
13,417
+2,084
| +18% | +$298K | 0.33% | 37 |
|
|
2025
Q1 | $1.9M | Hold |
11,333
| – | – | 0.35% | 36 |
|
|
2024
Q4 | $1.64M | Buy |
11,333
+1,143
| +11% | +$166K | 0.29% | 37 |
|
|
2024
Q3 | $1.5M | Buy |
10,190
+8,510
| +507% | +$1.25M | 0.26% | 41 |
|
|
2024
Q2 | $263K | Sell |
1,680
-32
| -2% | -$5.01K | 0.05% | 73 |
|
|
2024
Q1 | $270K | Buy |
1,712
+32
| +2% | +$5.05K | 0.05% | 75 |
|
|
2023
Q4 | $251K | Buy |
1,680
+175
| +12% | +$26.1K | 0.05% | 73 |
|
|
2023
Q3 | $254K | Hold |
1,505
| – | – | 0.06% | 72 |
|
|
2023
Q2 | $237K | Hold |
1,505
| – | – | 0.05% | 73 |
|
|
2023
Q1 | $246K | Hold |
1,505
| – | – | 0.06% | 66 |
|
|
2022
Q4 | $270K | Buy |
1,505
+75
| +5% | +$13.5K | 0.07% | 63 |
|
|
2022
Q3 | $205K | Hold |
1,430
| – | – | 0.06% | 67 |
|
|
2022
Q2 | $207K | Hold |
1,430
| – | – | 0.05% | 67 |
|
|
2022
Q1 | $233K | Buy |
+1,430
| New | +$233K | 0.05% | 66 |
|
|
2020
Q3 | – | Sell |
-5,930
| Closed | -$529K | – | 66 |
|
|
2020
Q2 | $529K | Hold |
5,930
| – | – | 0.18% | 44 |
|
|
2020
Q1 | $430K | Hold |
5,930
| – | – | 0.17% | 43 |
|
|
2019
Q4 | $715K | Hold |
5,930
| – | – | 0.24% | 38 |
|
|
2019
Q3 | $675K | Hold |
5,930
| – | – | 0.24% | 37 |
|
|
2019
Q2 | $738K | Hold |
5,930
| – | – | 0.26% | 36 |
|
|
2019
Q1 | $730K | Sell |
5,930
-18,785
| -76% | -$2.31M | 0.27% | 36 |
|
|
2018
Q4 | $2.69M | Sell |
24,715
-5,675
| -19% | -$617K | 1.15% | 22 |
|
|
2018
Q3 | $3.85M | Sell |
30,390
-24,156
| -44% | -$3.06M | 1.57% | 20 |
|
|
2018
Q2 | $6.9M | Sell |
54,546
-399
| -0.7% | -$50.4K | 3.14% | 14 |
|
|
2018
Q1 | $6.17M | Sell |
54,945
-244
| -0.4% | -$27.4K | 2.83% | 17 |
|
|
2017
Q4 | $6.91M | Sell |
55,189
-352
| -0.6% | -$44.1K | 3.06% | 15 |
|
|
2017
Q3 | $6.53M | Sell |
55,541
-456
| -0.8% | -$53.6K | 3.1% | 15 |
|
|
2017
Q2 | $5.84M | Hold |
55,997
| – | – | 2.91% | 18 |
|
|
2017
Q1 | $6.01M | Buy |
55,997
+405
| +0.7% | +$43.5K | 3.07% | 16 |
|
|
2016
Q4 | $6.54M | Sell |
55,592
-591
| -1% | -$69.6K | 3.54% | 10 |
|
|
2016
Q3 | $5.78M | Sell |
56,183
-1,520
| -3% | -$156K | 3.23% | 16 |
|
|
2016
Q2 | $6.05M | Sell |
57,703
-115
| -0.2% | -$12.1K | 3.4% | 14 |
|
|
2016
Q1 | $5.52M | Buy |
57,818
+1,065
| +2% | +$102K | 3.21% | 14 |
|
|
2015
Q4 | $5.11M | Buy |
56,753
+1,837
| +3% | +$165K | 3.07% | 16 |
|
|
2015
Q3 | $4.33M | Buy |
54,916
+796
| +1% | +$62.8K | 2.8% | 19 |
|
|
2015
Q2 | $5.22M | Buy |
54,120
+1,462
| +3% | +$141K | 3.13% | 17 |
|
|
2015
Q1 | $5.53M | Buy |
52,658
+1,395
| +3% | +$146K | 3.3% | 15 |
|
|
2014
Q4 | $5.75M | Buy |
51,263
+4,174
| +9% | +$468K | 3.52% | 10 |
|
|
2014
Q3 | $5.62M | Buy |
47,089
+2,656
| +6% | +$317K | 3.59% | 10 |
|
|
2014
Q2 | $5.8M | Buy |
44,433
+4,419
| +11% | +$577K | 3.84% | 9 |
|
|
2014
Q1 | $4.76M | Buy |
40,014
+1,607
| +4% | +$191K | 3.81% | 10 |
|
|
2013
Q4 | $4.8M | Buy |
+38,407
| New | +$4.8M | 4.05% | 8 |
|