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 |
|