Guardian Investment 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 | $2.55M | Sell |
17,778
-200
| -1% | -$28.6K | 2.56% | 10 |
|
|
2025
Q1 | $3.01M | Sell |
17,978
-2,950
| -14% | -$494K | 2.53% | 10 |
|
|
2024
Q4 | $3.03M | Buy |
20,928
+650
| +3% | +$94.1K | 2.16% | 11 |
|
|
2024
Q3 | $2.99M | Hold |
20,278
| – | – | 2.57% | 12 |
|
|
2024
Q2 | $3.17M | Sell |
20,278
-950
| -4% | -$149K | 2.27% | 14 |
|
|
2024
Q1 | $3.35M | Sell |
21,228
-575
| -3% | -$90.7K | 2.69% | 11 |
|
|
2023
Q4 | $3.25M | Sell |
21,803
-159
| -0.7% | -$23.7K | 2.74% | 11 |
|
|
2023
Q3 | $3.7M | Hold |
21,962
| – | – | 3.37% | 7 |
|
|
2023
Q2 | $3.46M | Sell |
21,962
-1,268
| -5% | -$200K | 2.94% | 7 |
|
|
2023
Q1 | $2.41M | Buy |
23,230
+1,046
| +5% | +$109K | 1.81% | 23 |
|
|
2022
Q4 | $3.98M | Hold |
22,184
| – | – | 3.76% | 5 |
|
|
2022
Q3 | $3.19M | Buy |
22,184
+2,700
| +14% | +$388K | 3.23% | 6 |
|
|
2022
Q2 | $2.82M | Sell |
19,484
-700
| -3% | -$101K | 2.45% | 13 |
|
|
2022
Q1 | $3.29M | Sell |
20,184
-1,700
| -8% | -$277K | 2.55% | 12 |
|
|
2021
Q4 | $2.57M | Sell |
21,884
-900
| -4% | -$106K | 1.79% | 23 |
|
|
2021
Q3 | $2.31M | Buy |
22,784
+84
| +0.4% | +$8.52K | 1.71% | 22 |
|
|
2021
Q2 | $2.38M | Sell |
22,700
-300
| -1% | -$31.4K | 1.63% | 24 |
|
|
2021
Q1 | $2.41M | Sell |
23,000
-1,000
| -4% | -$105K | 1.71% | 24 |
|
|
2020
Q4 | $2.03M | Sell |
24,000
-1,680
| -7% | -$142K | 1.54% | 25 |
|
|
2020
Q3 | $1.85M | Sell |
25,680
-1,110
| -4% | -$79.9K | 1.61% | 23 |
|
|
2020
Q2 | $2.39M | Sell |
26,790
-1,712
| -6% | -$153K | 2.17% | 17 |
|
|
2020
Q1 | $2.07M | Sell |
28,502
-2,674
| -9% | -$194K | 2.12% | 17 |
|
|
2019
Q4 | $3.76M | Sell |
31,176
-742
| -2% | -$89.4K | 2.99% | 9 |
|
|
2019
Q3 | $3.79M | Sell |
31,918
-93
| -0.3% | -$11K | 3.36% | 8 |
|
|
2019
Q2 | $3.98M | Buy |
32,011
+238
| +0.7% | +$29.6K | 3.46% | 8 |
|
|
2019
Q1 | $3.91M | Sell |
31,773
-893
| -3% | -$110K | 3.39% | 8 |
|
|
2018
Q4 | $3.55M | Buy |
32,666
+510
| +2% | +$55.5K | 3.28% | 7 |
|
|
2018
Q3 | $3.93M | Sell |
32,156
-1,047
| -3% | -$128K | 3.46% | 9 |
|
|
2018
Q2 | $4.2M | Sell |
33,203
-753
| -2% | -$95.2K | 4.01% | 4 |
|
|
2018
Q1 | $3.83M | Sell |
33,956
-934
| -3% | -$105K | 4.08% | 6 |
|
|
2017
Q4 | $4.37M | Sell |
34,890
-72
| -0.2% | -$9.01K | 4.61% | 4 |
|
|
2017
Q3 | $4.11M | Sell |
34,962
-371
| -1% | -$43.6K | 4.54% | 4 |
|
|
2017
Q2 | $3.69M | Sell |
35,333
-3,543
| -9% | -$370K | 4.07% | 6 |
|
|
2017
Q1 | $4.17M | Buy |
38,876
+2,406
| +7% | +$258K | 4.54% | 4 |
|
|
2016
Q4 | $4.29M | Sell |
36,470
-4,461
| -11% | -$525K | 4.95% | 2 |
|
|
2016
Q3 | $4.29M | Hold |
40,931
| – | – | 4.77% | 5 |
|
|
2016
Q2 | $4.29M | Sell |
40,931
-6,769
| -14% | -$709K | 4.77% | 5 |
|
|
2016
Q1 | $4.55M | Sell |
47,700
-1,413
| -3% | -$135K | 5.21% | 3 |
|
|
2015
Q4 | $4.42M | Sell |
49,113
-1,325
| -3% | -$119K | 4.74% | 3 |
|
|
2015
Q3 | $4.46M | Buy |
50,438
+438
| +0.9% | +$38.7K | 4.95% | 4 |
|
|
2015
Q2 | $4.8M | Hold |
50,000
| – | – | 5.36% | 2 |
|
|
2015
Q1 | $5.27M | Hold |
50,000
| – | – | 5.86% | 1 |
|
|
2014
Q4 | $5.61M | Hold |
50,000
| – | – | 5.91% | 1 |
|
|
2014
Q3 | $5.95M | Hold |
50,000
| – | – | 6.88% | 1 |
|
|
2014
Q2 | $6.53M | Hold |
50,000
| – | – | 7.13% | 1 |
|
|
2014
Q1 | $5.95M | Hold |
50,000
| – | – | 6.88% | 1 |
|
|
2013
Q4 | $6.21M | Hold |
50,000
| – | – | 6.89% | 1 |
|
|
2013
Q3 | $6.08M | Sell |
50,000
-502
| -1% | -$61K | 8.27% | 1 |
|
|
2013
Q2 | $6.01M | Buy |
+50,502
| New | +$6.01M | 8.66% | 1 |
|