Gould Asset 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 | $297K | Sell |
2,071
-11
| -0.5% | -$1.58K | 0.06% | 136 |
|
|
2025
Q1 | $348K | Buy |
2,082
+294
| +16% | +$49.2K | 0.07% | 120 |
|
|
2024
Q4 | $259K | Hold |
1,788
| – | – | 0.05% | 138 |
|
|
2024
Q3 | $263K | Buy |
+1,788
| New | +$263K | 0.06% | 138 |
|
|
2021
Q3 | – | Sell |
-2,200
| Closed | -$230K | – | 141 |
|
|
2021
Q2 | $230K | Hold |
2,200
| – | – | 0.07% | 134 |
|
|
2021
Q1 | $231K | Buy |
+2,200
| New | +$231K | 0.07% | 132 |
|
|
2020
Q1 | – | Sell |
-2,117
| Closed | -$255K | – | 131 |
|
|
2019
Q4 | $255K | Sell |
2,117
-500
| -19% | -$60.2K | 0.08% | 117 |
|
|
2019
Q3 | $310K | Buy |
2,617
+559
| +27% | +$66.2K | 0.11% | 104 |
|
|
2019
Q2 | $256K | Buy |
+2,058
| New | +$256K | 0.09% | 115 |
|
|
2019
Q1 | – | Sell |
-2,058
| Closed | -$224K | – | 137 |
|
|
2018
Q4 | $224K | Hold |
2,058
| – | – | 0.09% | 112 |
|
|
2018
Q3 | $252K | Buy |
2,058
+250
| +14% | +$30.6K | 0.1% | 116 |
|
|
2018
Q2 | $229K | Sell |
1,808
-97
| -5% | -$12.3K | 0.1% | 117 |
|
|
2018
Q1 | $217K | Sell |
1,905
-403
| -17% | -$45.9K | 0.1% | 129 |
|
|
2017
Q4 | $289K | Buy |
2,308
+307
| +15% | +$38.4K | 0.13% | 94 |
|
|
2017
Q3 | $235K | Buy |
+2,001
| New | +$235K | 0.11% | 119 |
|
|
2017
Q2 | – | Sell |
-2,526
| Closed | -$271K | – | 127 |
|
|
2017
Q1 | $271K | Buy |
2,526
+378
| +18% | +$40.6K | 0.14% | 90 |
|
|
2016
Q4 | $253K | Buy |
+2,148
| New | +$253K | 0.13% | 91 |
|
|
2014
Q4 | – | Sell |
-1,753
| Closed | -$209K | – | 108 |
|
|
2014
Q3 | $209K | Sell |
1,753
-500
| -22% | -$59.6K | 0.1% | 98 |
|
|
2014
Q2 | $294K | Hold |
2,253
| – | – | 0.14% | 75 |
|
|
2014
Q1 | $268K | Buy |
+2,253
| New | +$268K | 0.14% | 77 |
|