Girard Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.84M | Sell |
11,792
-346
| -3% | -$54.1K | 0.17% | 98 |
|
|
2024
Q1 | $1.91M | Buy |
12,138
+2,520
| +26% | +$398K | 0.18% | 106 |
|
|
2023
Q4 | $1.43M | Sell |
9,618
-335
| -3% | -$50K | 0.15% | 125 |
|
|
2023
Q3 | $1.68M | Buy |
9,953
+2,968
| +42% | +$500K | 0.19% | 110 |
|
|
2023
Q2 | $1.1M | Buy |
6,985
+406
| +6% | +$63.9K | 0.12% | 134 |
|
|
2023
Q1 | $1.07M | Sell |
6,579
-881
| -12% | -$144K | 0.12% | 134 |
|
|
2022
Q4 | $1.34M | Buy |
7,460
+1,963
| +36% | +$352K | 0.15% | 130 |
|
|
2022
Q3 | $789K | Sell |
5,497
-1,161
| -17% | -$167K | 0.1% | 141 |
|
|
2022
Q2 | $964K | Sell |
6,658
-6
| -0.1% | -$869 | 0.12% | 126 |
|
|
2022
Q1 | $1.09M | Sell |
6,664
-2,035
| -23% | -$331K | 0.12% | 127 |
|
|
2021
Q4 | $1.02M | Buy |
8,699
+454
| +6% | +$53.2K | 0.11% | 132 |
|
|
2021
Q3 | $836K | Sell |
8,245
-72
| -0.9% | -$7.3K | 0.11% | 131 |
|
|
2021
Q2 | $871K | Sell |
8,317
-224
| -3% | -$23.5K | 0.11% | 126 |
|
|
2021
Q1 | $895K | Sell |
8,541
-1,252
| -13% | -$131K | 0.13% | 113 |
|
|
2020
Q4 | $827K | Buy |
9,793
+2,484
| +34% | +$210K | 0.13% | 118 |
|
|
2020
Q3 | $526K | Sell |
7,309
-2,404
| -25% | -$173K | 0.09% | 139 |
|
|
2020
Q2 | $866K | Sell |
9,713
-12,228
| -56% | -$1.09M | 0.16% | 116 |
|
|
2020
Q1 | $1.59M | Buy |
21,941
+291
| +1% | +$21.1K | 0.32% | 81 |
|
|
2019
Q4 | $2.61M | Sell |
21,650
-613
| -3% | -$73.9K | 0.43% | 67 |
|
|
2019
Q3 | $2.64M | Sell |
22,263
-5,027
| -18% | -$596K | 0.49% | 66 |
|
|
2019
Q2 | $3.4M | Buy |
27,290
+915
| +3% | +$114K | 0.6% | 55 |
|
|
2019
Q1 | $3.25M | Buy |
26,375
+129
| +0.5% | +$15.9K | 0.61% | 55 |
|
|
2018
Q4 | $2.86M | Buy |
26,246
+127
| +0.5% | +$13.8K | 0.6% | 53 |
|
|
2018
Q3 | $3.19M | Sell |
26,119
-943
| -3% | -$115K | 0.57% | 52 |
|
|
2018
Q2 | $3.42M | Buy |
27,062
+375
| +1% | +$47.4K | 0.65% | 48 |
|
|
2018
Q1 | $3.04M | Sell |
26,687
-1,674
| -6% | -$191K | 0.71% | 42 |
|
|
2017
Q4 | $3.55M | Sell |
28,361
-480
| -2% | -$60.1K | 0.68% | 47 |
|
|
2017
Q3 | $3.39M | Sell |
28,841
-283
| -1% | -$33.3K | 0.7% | 49 |
|
|
2017
Q2 | $3.04M | Buy |
29,124
+316
| +1% | +$33K | 0.66% | 52 |
|
|
2017
Q1 | $3.09M | Sell |
28,808
-2
| -0% | -$215 | 0.75% | 45 |
|
|
2016
Q4 | $3.39M | Buy |
28,810
+389
| +1% | +$45.8K | 0.98% | 33 |
|
|
2016
Q3 | $2.93M | Sell |
28,421
-199
| -0.7% | -$20.5K | 0.97% | 33 |
|
|
2016
Q2 | $3M | Sell |
28,620
-733
| -2% | -$76.8K | 1.14% | 22 |
|
|
2016
Q1 | $2.8M | Buy |
29,353
+394
| +1% | +$37.6K | 1.22% | 21 |
|
|
2015
Q4 | $2.61M | Sell |
28,959
-2,159
| -7% | -$194K | 1.26% | 23 |
|
|
2015
Q3 | $2.46M | Sell |
31,118
-708
| -2% | -$55.9K | 1.39% | 18 |
|
|
2015
Q2 | $3.07M | Buy |
31,826
+1,516
| +5% | +$146K | 1.72% | 9 |
|
|
2015
Q1 | $3.18M | Buy |
30,310
+1,160
| +4% | +$122K | 1.89% | 10 |
|
|
2014
Q4 | $3.27M | Sell |
29,150
-952
| -3% | -$107K | 2.05% | 8 |
|
|
2014
Q3 | $3.59M | Sell |
30,102
-803
| -3% | -$95.8K | 2.4% | 5 |
|
|
2014
Q2 | $4.04M | Buy |
30,905
+875
| +3% | +$114K | 2.79% | 4 |
|
|
2014
Q1 | $3.57M | Buy |
30,030
+3,179
| +12% | +$378K | 2.53% | 5 |
|
|
2013
Q4 | $3.35M | Buy |
+26,851
| New | +$3.35M | 2.66% | 4 |
|