Founders Capital Management (Texas)’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.08M | Buy |
35,470
+242
| +0.7% | +$34.7K | 3.04% | 13 |
|
2025
Q1 | $5.89M | Buy |
35,228
+676
| +2% | +$113K | 3.81% | 9 |
|
2024
Q4 | $5M | Sell |
34,552
-2,450
| -7% | -$355K | 3.17% | 14 |
|
2024
Q3 | $5.45M | Buy |
37,002
+177
| +0.5% | +$26.1K | 3.32% | 14 |
|
2024
Q2 | $5.76M | Buy |
36,825
+484
| +1% | +$75.7K | 3.73% | 8 |
|
2024
Q1 | $5.73M | Buy |
36,341
+44
| +0.1% | +$6.94K | 3.87% | 9 |
|
2023
Q4 | $5.41M | Sell |
36,297
-287
| -0.8% | -$42.8K | 3.93% | 6 |
|
2023
Q3 | $6.17M | Buy |
36,584
+1,172
| +3% | +$198K | 4.71% | 5 |
|
2023
Q2 | $5.57M | Sell |
35,412
-299
| -0.8% | -$47K | 4.05% | 5 |
|
2023
Q1 | $5.83M | Buy |
35,711
+137
| +0.4% | +$22.4K | 4.46% | 5 |
|
2022
Q4 | $6.39M | Buy |
35,574
+50
| +0.1% | +$8.97K | 4.8% | 3 |
|
2022
Q3 | $5.1M | Buy |
35,524
+785
| +2% | +$113K | 4.17% | 4 |
|
2022
Q2 | $5.03M | Sell |
34,739
-1,232
| -3% | -$178K | 3.96% | 6 |
|
2022
Q1 | $4.22M | Hold |
35,971
| – | – | 2.71% | 10 |
|
2021
Q4 | $4.22M | Sell |
35,971
-163
| -0.5% | -$19.1K | 2.71% | 10 |
|
2021
Q3 | $3.67M | Sell |
36,134
-2,343
| -6% | -$238K | 2.51% | 13 |
|
2021
Q2 | $4.03M | Buy |
38,477
+396
| +1% | +$41.5K | 2.63% | 9 |
|
2021
Q1 | $3.99M | Buy |
38,081
+565
| +2% | +$59.2K | 2.84% | 10 |
|
2020
Q4 | $3.17M | Buy |
+37,516
| New | +$3.17M | 2.24% | 18 |
|
2020
Q1 | $2.52M | Buy |
34,782
+1,470
| +4% | +$107K | 2.61% | 14 |
|
2019
Q4 | $4.01M | Buy |
33,312
+5,470
| +20% | +$659K | 3.04% | 11 |
|
2019
Q3 | $3.3M | Buy |
27,842
+280
| +1% | +$33.2K | 2.64% | 15 |
|
2019
Q2 | $3.43M | Sell |
27,562
-80
| -0.3% | -$9.96K | 3.03% | 11 |
|
2019
Q1 | $3.41M | Buy |
27,642
+9
| +0% | +$1.11K | 3.19% | 12 |
|
2018
Q4 | $3.01M | Sell |
27,633
-630
| -2% | -$68.5K | 3.21% | 10 |
|
2018
Q3 | $3.46M | Sell |
28,263
-50
| -0.2% | -$6.11K | 2.85% | 11 |
|
2018
Q2 | $3.58M | Sell |
28,313
-1,526
| -5% | -$193K | 3.14% | 9 |
|
2018
Q1 | $3.4M | Buy |
29,839
+1,005
| +3% | +$115K | 2.87% | 6 |
|
2017
Q4 | $3.61M | Hold |
28,834
| – | – | 2.99% | 6 |
|
2017
Q3 | $3.39M | Buy |
28,834
+875
| +3% | +$103K | 2.81% | 5 |
|
2017
Q2 | $2.92M | Buy |
27,959
+817
| +3% | +$85.2K | 2.58% | 8 |
|
2017
Q1 | $2.91M | Buy |
+27,142
| New | +$2.91M | 2.62% | 8 |
|