Gryphon Financial Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.38M | Buy |
16,592
+1,558
| +10% | +$223K | 0.31% | 51 |
|
|
2025
Q1 | $2.52M | Buy |
15,034
+376
| +3% | +$62.9K | 0.36% | 41 |
|
|
2024
Q4 | $2.12M | Sell |
14,658
-45
| -0.3% | -$6.52K | 0.3% | 50 |
|
|
2024
Q3 | $2.17M | Buy |
14,703
+763
| +5% | +$112K | 0.29% | 48 |
|
|
2024
Q2 | $2.18M | Buy |
13,940
+108
| +0.8% | +$16.9K | 0.33% | 42 |
|
|
2024
Q1 | $2.18M | Buy |
13,832
+2,428
| +21% | +$383K | 0.36% | 41 |
|
|
2023
Q4 | $1.65M | Buy |
11,404
+4,047
| +55% | +$585K | 0.29% | 52 |
|
|
2023
Q3 | $1.24M | Buy |
7,357
+762
| +12% | +$128K | 0.29% | 48 |
|
|
2023
Q2 | $1.04M | Sell |
6,595
-684
| -9% | -$108K | 0.22% | 55 |
|
|
2023
Q1 | $1.19M | Sell |
7,279
-287
| -4% | -$46.8K | 0.27% | 48 |
|
|
2022
Q4 | $1.36M | Buy |
7,566
+195
| +3% | +$35K | 0.32% | 43 |
|
|
2022
Q3 | $1.06M | Buy |
7,371
+372
| +5% | +$53.4K | 0.27% | 49 |
|
|
2022
Q2 | $1.01M | Buy |
6,999
+698
| +11% | +$101K | 0.25% | 49 |
|
|
2022
Q1 | $1.03M | Sell |
6,301
-35
| -0.6% | -$5.7K | 0.21% | 52 |
|
|
2021
Q4 | $744K | Buy |
6,336
+1,180
| +23% | +$139K | 0.14% | 87 |
|
|
2021
Q3 | $523K | Buy |
5,156
+500
| +11% | +$50.7K | 0.12% | 99 |
|
|
2021
Q2 | $470K | Sell |
4,656
-344
| -7% | -$34.7K | 0.11% | 100 |
|
|
2021
Q1 | $524K | Buy |
5,000
+1,636
| +49% | +$171K | 0.12% | 90 |
|
|
2020
Q4 | $285K | Buy |
+3,364
| New | +$285K | 0.07% | 127 |
|
|
2020
Q2 | – | Sell |
-3,857
| Closed | -$280K | – | 140 |
|
|
2020
Q1 | $280K | Sell |
3,857
-1,086
| -22% | -$78.8K | 0.1% | 108 |
|
|
2019
Q4 | $596K | Buy |
4,943
+114
| +2% | +$13.7K | 0.15% | 74 |
|
|
2019
Q3 | $573K | Sell |
4,829
-89
| -2% | -$10.6K | 0.17% | 70 |
|
|
2019
Q2 | $612K | Buy |
4,918
+295
| +6% | +$36.7K | 0.18% | 66 |
|
|
2019
Q1 | $570K | Buy |
4,623
+1,580
| +52% | +$195K | 0.17% | 67 |
|
|
2018
Q4 | $331K | Sell |
3,043
-1,353
| -31% | -$147K | 0.08% | 147 |
|
|
2018
Q3 | $538K | Buy |
4,396
+1,797
| +69% | +$220K | 0.16% | 74 |
|
|
2018
Q2 | $328K | Buy |
2,599
+14
| +0.5% | +$1.77K | 0.15% | 52 |
|
|
2018
Q1 | $295K | Sell |
2,585
-637
| -20% | -$72.7K | 0.15% | 59 |
|
|
2017
Q4 | $403K | Buy |
+3,222
| New | +$403K | 0.23% | 44 |
|