Grandview 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 | $2.26M | Sell |
15,763
-34
| -0.2% | -$4.87K | 0.72% | 30 |
|
|
2025
Q1 | $2.64M | Buy |
15,797
+539
| +4% | +$90.2K | 1% | 24 |
|
|
2024
Q4 | $2.21M | Buy |
+15,258
| New | +$2.21M | 0.81% | 29 |
|
|
2024
Q2 | – | Sell |
-14,728
| Closed | -$2.32M | – | 66 |
|
|
2024
Q1 | $2.32M | Sell |
14,728
-71
| -0.5% | -$11.2K | 1.05% | 20 |
|
|
2023
Q4 | $2.21M | Sell |
14,799
-137
| -0.9% | -$20.4K | 1.16% | 22 |
|
|
2023
Q3 | $2.52M | Buy |
+14,936
| New | +$2.52M | 1.45% | 15 |
|
|
2023
Q2 | – | Sell |
-15,297
| Closed | -$2.5M | – | 73 |
|
|
2023
Q1 | $2.5M | Sell |
15,297
-648
| -4% | -$106K | 1.47% | 13 |
|
|
2022
Q4 | $2.86M | Sell |
15,945
-675
| -4% | -$121K | 1.78% | 11 |
|
|
2022
Q3 | $2.39M | Sell |
16,620
-369
| -2% | -$53K | 1.52% | 14 |
|
|
2022
Q2 | $2.46M | Sell |
16,989
-1,487
| -8% | -$215K | 1.38% | 16 |
|
|
2022
Q1 | $3.01M | Buy |
18,476
+1,593
| +9% | +$259K | 1.27% | 17 |
|
|
2021
Q4 | $1.98M | Buy |
+16,883
| New | +$1.98M | 0.8% | 36 |
|
|
2021
Q3 | – | Sell |
-8,748
| Closed | -$916K | – | 77 |
|
|
2021
Q2 | $916K | Buy |
8,748
+2,359
| +37% | +$247K | 0.5% | 52 |
|
|
2021
Q1 | $669K | Buy |
6,389
+3,440
| +117% | +$360K | 0.36% | 67 |
|
|
2020
Q4 | $249K | Buy |
2,949
+112
| +4% | +$9.46K | 0.16% | 103 |
|
|
2020
Q3 | $204K | Sell |
2,837
-346
| -11% | -$24.9K | 0.17% | 90 |
|
|
2020
Q2 | $284K | Buy |
+3,183
| New | +$284K | 0.25% | 80 |
|
|
2020
Q1 | – | Sell |
-2,012
| Closed | -$244K | – | 29 |
|
|
2019
Q4 | $244K | Sell |
2,012
-935
| -32% | -$113K | 0.23% | 81 |
|
|
2019
Q3 | $342K | Sell |
2,947
-78
| -3% | -$9.05K | 0.31% | 80 |
|
|
2019
Q2 | $376K | Buy |
3,025
+835
| +38% | +$104K | 0.35% | 72 |
|
|
2019
Q1 | $270K | Buy |
2,190
+35
| +2% | +$4.32K | 0.25% | 82 |
|
|
2018
Q4 | $234K | Buy |
+2,155
| New | +$234K | 0.25% | 82 |
|