Greenwood Gearhart’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $635K | Sell |
4,438
-10
| -0.2% | -$1.43K | 0.04% | 72 |
|
2025
Q1 | $744K | Sell |
4,448
-1,395
| -24% | -$233K | 0.05% | 68 |
|
2024
Q4 | $846K | Buy |
5,843
+698
| +14% | +$101K | 0.06% | 74 |
|
2024
Q3 | $758K | Hold |
5,145
| – | – | 0.06% | 60 |
|
2024
Q2 | $805K | Sell |
5,145
-200
| -4% | -$31.3K | 0.08% | 60 |
|
2024
Q1 | $843K | Buy |
5,345
+616
| +13% | +$97.2K | 0.08% | 57 |
|
2023
Q4 | $705K | Buy |
4,729
+25
| +0.5% | +$3.73K | 0.08% | 59 |
|
2023
Q3 | $793K | Hold |
4,704
| – | – | 0.09% | 64 |
|
2023
Q2 | $740K | Hold |
4,704
| – | – | 0.09% | 64 |
|
2023
Q1 | $768K | Sell |
4,704
-73
| -2% | -$11.9K | 0.1% | 64 |
|
2022
Q4 | $857K | Hold |
4,777
| – | – | 0.12% | 65 |
|
2022
Q3 | $686K | Buy |
4,777
+10
| +0.2% | +$1.44K | 0.11% | 63 |
|
2022
Q2 | $690K | Buy |
4,767
+52
| +1% | +$7.53K | 0.11% | 64 |
|
2022
Q1 | $768K | Sell |
4,715
-108
| -2% | -$17.6K | 0.11% | 65 |
|
2021
Q4 | $566K | Sell |
4,823
-23
| -0.5% | -$2.7K | 0.08% | 68 |
|
2021
Q3 | $492K | Buy |
+4,846
| New | +$492K | 0.08% | 68 |
|
2020
Q2 | – | Sell |
-31,456
| Closed | -$2.28M | – | 65 |
|
2020
Q1 | $2.28M | Sell |
31,456
-632
| -2% | -$45.8K | 0.74% | 47 |
|
2019
Q4 | $3.87M | Buy |
32,088
+1,575
| +5% | +$190K | 1% | 43 |
|
2019
Q3 | $3.62M | Sell |
30,513
-29,529
| -49% | -$3.5M | 1% | 43 |
|
2019
Q2 | $7.47M | Sell |
60,042
-17,470
| -23% | -$2.17M | 2% | 19 |
|
2019
Q1 | $9.55M | Sell |
77,512
-795
| -1% | -$97.9K | 2.8% | 4 |
|
2018
Q4 | $8.52M | Buy |
78,307
+2,720
| +4% | +$296K | 2.84% | 5 |
|
2018
Q3 | $9.24M | Buy |
75,587
+6,150
| +9% | +$752K | 2.59% | 9 |
|
2018
Q2 | $8.78M | Buy |
69,437
+774
| +1% | +$97.9K | 2.62% | 5 |
|
2018
Q1 | $7.83M | Buy |
68,663
+4,070
| +6% | +$464K | 2.39% | 10 |
|
2017
Q4 | $8.09M | Buy |
64,593
+4,097
| +7% | +$513K | 2.58% | 6 |
|
2017
Q3 | $7.11M | Buy |
60,496
+2,827
| +5% | +$332K | 2.56% | 7 |
|
2017
Q2 | $6.02M | Buy |
57,669
+253
| +0.4% | +$26.4K | 2.3% | 18 |
|
2017
Q1 | $6.17M | Buy |
57,416
+2,780
| +5% | +$299K | 2.31% | 15 |
|
2016
Q4 | $6.43M | Sell |
54,636
-376
| -0.7% | -$44.3K | 2.62% | 6 |
|
2016
Q3 | $5.66M | Sell |
55,012
-1,072
| -2% | -$110K | 2.33% | 9 |
|
2016
Q2 | $5.88M | Buy |
56,084
+487
| +0.9% | +$51.1K | 2.49% | 8 |
|
2016
Q1 | $5.3M | Buy |
55,597
+3,464
| +7% | +$330K | 2.28% | 17 |
|
2015
Q4 | $4.69M | Sell |
52,133
-953
| -2% | -$85.7K | 2.1% | 26 |
|
2015
Q3 | $4.19M | Buy |
53,086
+4,524
| +9% | +$357K | 1.99% | 29 |
|
2015
Q2 | $4.69M | Buy |
48,562
+835
| +2% | +$80.6K | 2.09% | 23 |
|
2015
Q1 | $5.01M | Buy |
47,727
+330
| +0.7% | +$34.6K | 2.18% | 20 |
|
2014
Q4 | $5.32M | Buy |
47,397
+2,840
| +6% | +$319K | 2.38% | 17 |
|
2014
Q3 | $5.32M | Buy |
44,557
+1,733
| +4% | +$207K | 2.44% | 12 |
|
2014
Q2 | $5.59M | Buy |
42,824
+4,124
| +11% | +$538K | 2.72% | 9 |
|
2014
Q1 | $4.6M | Buy |
38,700
+1,100
| +3% | +$131K | 2.28% | 15 |
|
2013
Q4 | $4.7M | Buy |
37,600
+433
| +1% | +$54.1K | 2.44% | 10 |
|
2013
Q3 | $4.52M | Buy |
37,167
+479
| +1% | +$58.2K | 2.63% | 8 |
|
2013
Q2 | $4.34M | Buy |
+36,688
| New | +$4.34M | 2.67% | 9 |
|