Harfst & Associates’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.11M | Sell |
10,204
-332
| -3% | -$60.5K | 0.38% | 49 |
|
|
2025
Q4 | $1.61M | Sell |
10,536
-473
| -4% | -$72K | 0.29% | 66 |
|
|
2025
Q3 | $1.71M | Buy |
11,009
+97
| +0.9% | +$15K | 0.32% | 60 |
|
|
2025
Q2 | $1.56M | Sell |
10,912
-1,309
| -11% | -$185K | 0.32% | 66 |
|
|
2025
Q1 | $2.04M | Sell |
12,221
-138
| -1% | -$21.6K | 0.47% | 36 |
|
|
2024
Q4 | $1.79M | Buy |
12,359
+8
| +0.1% | +$1.23K | 0.37% | 55 |
|
|
2024
Q3 | $1.82M | Buy |
12,351
+46
| +0.4% | +$6.85K | 0.41% | 56 |
|
|
2024
Q2 | $1.92M | Buy |
12,305
+87
| +0.7% | +$13.9K | 0.45% | 41 |
|
|
2024
Q1 | $1.93M | Buy |
12,218
+1,527
| +14% | +$230K | 0.46% | 43 |
|
|
2023
Q4 | $1.59M | Sell |
10,691
-260
| -2% | -$39.3K | 0.42% | 55 |
|
|
2023
Q3 | $1.85M | Sell |
10,951
-131
| -1% | -$21.2K | 0.52% | 44 |
|
|
2023
Q2 | $1.74M | Sell |
11,082
-455
| -4% | -$72.9K | 0.46% | 57 |
|
|
2023
Q1 | $1.88M | Sell |
11,537
-20
| -0.2% | -$3.35K | 0.54% | 34 |
|
|
2022
Q4 | $2.07M | Sell |
11,557
-41
| -0.4% | -$7.16K | 0.6% | 27 |
|
|
2022
Q3 | $1.67M | Buy |
11,598
+975
| +9% | +$149K | 0.5% | 38 |
|
|
2022
Q2 | $1.54M | Buy |
10,623
+260
| +3% | +$43K | 0.44% | 42 |
|
|
2022
Q1 | $1.69M | Buy |
10,363
+563
| +6% | +$80.7K | 0.39% | 46 |
|
|
2021
Q4 | $1.15M | Buy |
9,800
+346
| +4% | +$39.3K | 0.29% | 60 |
|
|
2021
Q3 | $959K | Sell |
9,454
-1,324
| -12% | -$132K | 0.27% | 67 |
|
|
2021
Q2 | $1.13M | Buy |
10,778
+2,474
| +30% | +$261K | 0.33% | 61 |
|
|
2021
Q1 | $870K | Buy |
8,304
+2,305
| +38% | +$225K | 0.26% | 74 |
|
|
2020
Q4 | $506K | Buy |
5,999
+227
| +4% | +$18.4K | 0.19% | 89 |
|
|
2020
Q3 | $415K | Sell |
5,772
-744
| -11% | -$62.6K | 0.18% | 79 |
|
|
2020
Q2 | $581K | Sell |
6,516
-100
| -2% | -$8.95K | 0.25% | 59 |
|
|
2020
Q1 | $479K | Buy |
6,616
+1,098
| +20% | +$108K | 0.24% | 59 |
|
|
2019
Q4 | $664K | Buy |
5,518
+263
| +5% | +$31K | 0.26% | 57 |
|
|
2019
Q3 | $623K | Buy |
5,255
+161
| +3% | +$19.6K | 0.26% | 54 |
|
|
2019
Q2 | $633K | Buy |
5,094
+434
| +9% | +$52.5K | 0.26% | 55 |
|
|
2019
Q1 | $574K | Buy |
4,660
+644
| +16% | +$76.2K | 0.25% | 54 |
|
|
2018
Q4 | $436K | Buy |
4,016
+339
| +9% | +$39.3K | 0.21% | 59 |
|
|
2018
Q3 | $449K | Buy |
3,677
+192
| +6% | +$23.3K | 0.19% | 51 |
|
|
2018
Q2 | $440K | Buy |
3,485
+16
| +0.5% | +$1.99K | 0.19% | 45 |
|
|
2018
Q1 | $395K | Sell |
3,469
-802
| -19% | -$95.9K | 0.16% | 54 |
|
|
2017
Q4 | $534K | Sell |
4,271
-130
| -3% | -$15.4K | 0.22% | 32 |
|
|
2017
Q3 | $517K | Hold |
4,401
| – | – | 0.22% | 33 |
|
|
2017
Q2 | $459K | Buy |
4,401
+207
| +5% | +$21.9K | 0.19% | 37 |
|
|
2017
Q1 | $450K | Buy |
4,194
+254
| +6% | +$28.5K | 0.19% | 30 |
|
|
2016
Q4 | $463K | Buy |
3,940
+1,368
| +53% | +$149K | 0.23% | 28 |
|
|
2016
Q3 | $264K | Sell |
2,572
-11,410
| -82% | -$1.17M | 0.14% | 58 |
|
|
2016
Q2 | $1.47M | Buy |
13,982
+11,100
| +385% | +$1.12M | 0.59% | 43 |
|
|
2016
Q1 | $274K | Sell |
2,882
-11,367
| -80% | -$994K | 0.18% | 56 |
|
|
2015
Q4 | $1.28M | Hold |
14,249
| – | – | 0.52% | 45 |
|
|
2015
Q3 | $1.12M | Buy |
14,249
+11,699
| +459% | +$985K | 0.49% | 51 |
|
|
2015
Q2 | $246K | Buy |
+2,550
| New | +$268K | 0.14% | 59 |
|
Other funds holding CVX
VCM
VPM
