Godshalk Welsh Capital Management’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.49M Sell
10,375
-63
-0.6% -$9.02K 0.92% 32
2025
Q1
$1.75M Sell
10,438
-150
-1% -$25.1K 1.14% 26
2024
Q4
$1.53M Sell
10,588
-200
-2% -$29K 0.99% 29
2024
Q3
$1.59M Sell
10,788
-400
-4% -$58.9K 1% 30
2024
Q2
$1.75M Sell
11,188
-100
-0.9% -$15.6K 1.17% 26
2024
Q1
$1.78M Buy
11,288
+100
+0.9% +$15.8K 1.2% 27
2023
Q4
$1.67M Sell
11,188
-700
-6% -$104K 1.2% 26
2023
Q3
$2M Sell
11,888
-600
-5% -$101K 1.51% 19
2023
Q2
$1.96M Sell
12,488
-200
-2% -$31.5K 1.35% 22
2023
Q1
$2.07M Sell
12,688
-200
-2% -$32.6K 1.46% 19
2022
Q4
$2.31M Sell
12,888
-550
-4% -$98.7K 1.69% 12
2022
Q3
$1.93M Buy
13,438
+325
+2% +$46.7K 1.43% 22
2022
Q2
$1.9M Sell
13,113
-75
-0.6% -$10.9K 1.36% 26
2022
Q1
$2.15M Sell
13,188
-100
-0.8% -$16.3K 1.32% 24
2021
Q4
$1.56M Sell
13,288
-422
-3% -$49.5K 0.89% 42
2021
Q3
$1.39M Sell
13,710
-100
-0.7% -$10.1K 0.87% 43
2021
Q2
$1.37M Hold
13,810
0.85% 40
2021
Q1
$1.45M Sell
13,810
-225
-2% -$23.6K 1.01% 37
2020
Q4
$1.19M Buy
14,035
+125
+0.9% +$10.6K 0.87% 39
2020
Q3
$1M Buy
13,910
+675
+5% +$48.6K 0.85% 43
2020
Q2
$1.18M Buy
13,235
+425
+3% +$37.9K 1.11% 31
2020
Q1
$928K Sell
12,810
-390
-3% -$28.3K 1.01% 35
2019
Q4
$1.59M Sell
13,200
-75
-0.6% -$9.04K 1.31% 23
2019
Q3
$1.57M Buy
13,275
+125
+1% +$14.8K 1.39% 22
2019
Q2
$1.64M Buy
13,150
+300
+2% +$37.3K 1.51% 21
2019
Q1
$1.58M Buy
12,850
+100
+0.8% +$12.3K 1.52% 20
2018
Q4
$1.39M Buy
12,750
+250
+2% +$27.2K 1.55% 21
2018
Q3
$1.53M Sell
12,500
-100
-0.8% -$12.2K 1.49% 21
2018
Q2
$1.59M Buy
12,600
+100
+0.8% +$12.6K 1.67% 17
2018
Q1
$1.43M Sell
12,500
-100
-0.8% -$11.4K 1.54% 19
2017
Q4
$1.58M Sell
12,600
-300
-2% -$37.5K 1.6% 17
2017
Q3
$1.52M Sell
12,900
-275
-2% -$32.3K 1.52% 16
2017
Q2
$1.38M Sell
13,175
-225
-2% -$23.5K 1.36% 21
2017
Q1
$1.44M Buy
13,400
+50
+0.4% +$5.37K 1.41% 19
2016
Q4
$1.57M Sell
13,350
-250
-2% -$29.4K 1.61% 16
2016
Q3
$1.4M Buy
13,600
+128
+1% +$13.2K 1.45% 18
2016
Q2
$1.41M Sell
13,472
-350
-3% -$36.7K 1.49% 18
2016
Q1
$1.32M Buy
13,822
+225
+2% +$21.5K 1.37% 20
2015
Q4
$1.22M Buy
13,597
+400
+3% +$36K 1.28% 20
2015
Q3
$1.04M Buy
13,197
+100
+0.8% +$7.89K 1.14% 26
2015
Q2
$1.26M Sell
13,097
-500
-4% -$48.2K 1.28% 19
2015
Q1
$1.43M Hold
13,597
1.46% 16
2014
Q4
$1.53M Buy
+13,597
New +$1.53M 1.39% 11