Hamel Associates’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.74M | Sell |
47,083
-203
| -0.4% | -$29.1K | 2.28% | 15 |
|
|
2025
Q1 | $7.91M | Sell |
47,286
-195
| -0.4% | -$32.6K | 2.69% | 10 |
|
|
2024
Q4 | $6.88M | Buy |
47,481
+85
| +0.2% | +$12.3K | 2.21% | 18 |
|
|
2024
Q3 | $6.98M | Buy |
47,396
+1,068
| +2% | +$157K | 2.13% | 19 |
|
|
2024
Q2 | $7.25M | Buy |
46,328
+737
| +2% | +$115K | 2.28% | 16 |
|
|
2024
Q1 | $7.19M | Buy |
45,591
+1,925
| +4% | +$304K | 2.31% | 19 |
|
|
2023
Q4 | $6.51M | Sell |
43,666
-50
| -0.1% | -$7.46K | 2.3% | 20 |
|
|
2023
Q3 | $7.37M | Sell |
43,716
-90
| -0.2% | -$15.2K | 2.69% | 11 |
|
|
2023
Q2 | $6.89M | Buy |
43,806
+275
| +0.6% | +$43.3K | 2.41% | 13 |
|
|
2023
Q1 | $7.1M | Sell |
43,531
-175
| -0.4% | -$28.6K | 2.46% | 11 |
|
|
2022
Q4 | $7.85M | Sell |
43,706
-85
| -0.2% | -$15.3K | 2.73% | 9 |
|
|
2022
Q3 | $6.29M | Sell |
43,791
-450
| -1% | -$64.7K | 2.49% | 11 |
|
|
2022
Q2 | $6.41M | Sell |
44,241
-60
| -0.1% | -$8.69K | 2.53% | 12 |
|
|
2022
Q1 | $7.21M | Sell |
44,301
-620
| -1% | -$101K | 2.56% | 12 |
|
|
2021
Q4 | $5.27M | Sell |
44,921
-2,672
| -6% | -$314K | 1.89% | 20 |
|
|
2021
Q3 | $4.83M | Sell |
47,593
-225
| -0.5% | -$22.8K | 1.88% | 21 |
|
|
2021
Q2 | $5.01M | Buy |
47,818
+300
| +0.6% | +$31.4K | 1.91% | 19 |
|
|
2021
Q1 | $4.98M | Buy |
47,518
+6,653
| +16% | +$697K | 1.92% | 19 |
|
|
2020
Q4 | $3.45M | Sell |
40,865
-20,330
| -33% | -$1.72M | 1.41% | 28 |
|
|
2020
Q3 | $4.41M | Sell |
61,195
-9,520
| -13% | -$685K | 1.95% | 21 |
|
|
2020
Q2 | $6.31M | Buy |
70,715
+1,571
| +2% | +$140K | 3.04% | 11 |
|
|
2020
Q1 | $5.01M | Buy |
69,144
+8,037
| +13% | +$583K | 2.65% | 15 |
|
|
2019
Q4 | $7.36M | Hold |
61,107
| – | – | 3.03% | 9 |
|
|
2019
Q3 | $7.25M | Buy |
61,107
+675
| +1% | +$80.1K | 3.1% | 7 |
|
|
2019
Q2 | $7.52M | Buy |
60,432
+315
| +0.5% | +$39.2K | 3.3% | 7 |
|
|
2019
Q1 | $7.41M | Sell |
60,117
-70
| -0.1% | -$8.62K | 3.32% | 5 |
|
|
2018
Q4 | $6.55M | Sell |
60,187
-1,125
| -2% | -$122K | 3.26% | 5 |
|
|
2018
Q3 | $7.5M | Buy |
61,312
+655
| +1% | +$80.1K | 3.25% | 4 |
|
|
2018
Q2 | $7.67M | Hold |
60,657
| – | – | 3.52% | 5 |
|
|
2018
Q1 | $6.92K | Sell |
60,657
-310
| -0.5% | -$35 | 0.46% | 6 |
|
|
2017
Q4 | $7.63M | Hold |
60,967
| – | – | 3.61% | 5 |
|
|
2017
Q3 | $7.16M | Hold |
60,967
| – | – | 3.49% | 5 |
|
|
2017
Q2 | $6.36M | Sell |
60,967
-600
| -1% | -$62.6K | 3.2% | 8 |
|
|
2017
Q1 | $6.61M | Sell |
61,567
-3,091
| -5% | -$332K | 3.36% | 8 |
|
|
2016
Q4 | $7.61M | Sell |
64,658
-200
| -0.3% | -$23.5K | 3.92% | 4 |
|
|
2016
Q3 | $6.68M | Sell |
64,858
-4,425
| -6% | -$456K | 3.53% | 7 |
|
|
2016
Q2 | $7.26M | Sell |
69,283
-1,400
| -2% | -$147K | 3.76% | 5 |
|
|
2016
Q1 | $6.74M | Buy |
70,683
+6,889
| +11% | +$657K | 3.58% | 5 |
|
|
2015
Q4 | $5.74M | Buy |
63,794
+427
| +0.7% | +$38.4K | 3.66% | 5 |
|
|
2015
Q3 | $5M | Buy |
63,367
+12,000
| +23% | +$946K | 3.55% | 5 |
|
|
2015
Q2 | $4.96M | Buy |
51,367
+6,205
| +14% | +$599K | 3.26% | 6 |
|
|
2015
Q1 | $4.74M | Sell |
45,162
-125
| -0.3% | -$13.1K | 3.13% | 5 |
|
|
2014
Q4 | $5.08M | Buy |
45,287
+4,125
| +10% | +$463K | 3.3% | 6 |
|
|
2014
Q3 | $4.91M | Hold |
41,162
| – | – | 3.27% | 5 |
|
|
2014
Q2 | $5.37M | Hold |
41,162
| – | – | 3.55% | 3 |
|
|
2014
Q1 | $4.9M | Buy |
41,162
+14,320
| +53% | +$1.7M | 3.39% | 4 |
|
|
2013
Q4 | $3.35M | Buy |
+26,842
| New | +$3.35M | 2.35% | 9 |
|