Harvey Investment Company’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.6M | Hold |
11,152
| – | – | 0.18% | 61 |
|
|
2025
Q1 | $1.87M | Hold |
11,152
| – | – | 0.21% | 54 |
|
|
2024
Q4 | $1.62M | Sell |
11,152
-150
| -1% | -$21.7K | 0.19% | 59 |
|
|
2024
Q3 | $1.66M | Sell |
11,302
-140
| -1% | -$20.6K | 0.19% | 59 |
|
|
2024
Q2 | $1.79M | Hold |
11,442
| – | – | 0.21% | 52 |
|
|
2024
Q1 | $1.81M | Hold |
11,442
| – | – | 0.2% | 52 |
|
|
2023
Q4 | $1.71M | Hold |
11,442
| – | – | 0.21% | 52 |
|
|
2023
Q3 | $1.93M | Hold |
11,442
| – | – | 0.25% | 51 |
|
|
2023
Q2 | $1.8M | Hold |
11,442
| – | – | 0.24% | 53 |
|
|
2023
Q1 | $1.87M | Sell |
11,442
-590
| -5% | -$96.3K | 0.23% | 51 |
|
|
2022
Q4 | $2.16M | Sell |
12,032
-676
| -5% | -$121K | 0.28% | 50 |
|
|
2022
Q3 | $1.83M | Hold |
12,708
| – | – | 0.26% | 52 |
|
|
2022
Q2 | $1.84M | Sell |
12,708
-788
| -6% | -$114K | 0.26% | 51 |
|
|
2022
Q1 | $2.2M | Hold |
13,496
| – | – | 0.27% | 51 |
|
|
2021
Q4 | $1.58M | Hold |
13,496
| – | – | 0.18% | 59 |
|
|
2021
Q3 | $1.37M | Sell |
13,496
-300
| -2% | -$30.4K | 0.18% | 58 |
|
|
2021
Q2 | $1.45M | Hold |
13,796
| – | – | 0.19% | 57 |
|
|
2021
Q1 | $1.45M | Sell |
13,796
-697
| -5% | -$73.1K | 0.21% | 55 |
|
|
2020
Q4 | $1.22M | Sell |
14,493
-535
| -4% | -$45.2K | 0.17% | 57 |
|
|
2020
Q3 | $1.08M | Sell |
15,028
-1,390
| -8% | -$100K | 0.17% | 58 |
|
|
2020
Q2 | $1.47M | Buy |
16,418
+250
| +2% | +$22.3K | 0.25% | 53 |
|
|
2020
Q1 | $1.17M | Sell |
16,168
-915
| -5% | -$66.3K | 0.23% | 54 |
|
|
2019
Q4 | $2.06M | Buy |
17,083
+254
| +2% | +$30.6K | 0.32% | 48 |
|
|
2019
Q3 | $2M | Buy |
16,829
+309
| +2% | +$36.6K | 0.33% | 47 |
|
|
2019
Q2 | $2.06M | Buy |
16,520
+878
| +6% | +$109K | 0.35% | 45 |
|
|
2019
Q1 | $1.93M | Buy |
15,642
+90
| +0.6% | +$11.1K | 0.33% | 46 |
|
|
2018
Q4 | $1.69M | Buy |
15,552
+1,700
| +12% | +$185K | 0.33% | 49 |
|
|
2018
Q3 | $1.69M | Buy |
13,852
+496
| +4% | +$60.7K | 0.29% | 46 |
|
|
2018
Q2 | $1.69M | Sell |
13,356
-588
| -4% | -$74.4K | 0.31% | 50 |
|
|
2018
Q1 | $1.59M | Sell |
13,944
-3,605
| -21% | -$411K | 0.29% | 50 |
|
|
2017
Q4 | $2.2M | Hold |
17,549
| – | – | 0.4% | 44 |
|
|
2017
Q3 | $2.06M | Buy |
17,549
+405
| +2% | +$47.6K | 0.41% | 42 |
|
|
2017
Q2 | $1.79M | Hold |
17,144
| – | – | 0.36% | 45 |
|
|
2017
Q1 | $1.84M | Buy |
17,144
+148
| +0.9% | +$15.9K | 0.38% | 45 |
|
|
2016
Q4 | $2M | Hold |
16,996
| – | – | 0.42% | 45 |
|
|
2016
Q3 | $1.75M | Buy |
16,996
+1,000
| +6% | +$103K | 0.37% | 46 |
|
|
2016
Q2 | $1.68M | Sell |
15,996
-250
| -2% | -$26.2K | 0.37% | 47 |
|
|
2016
Q1 | $1.55M | Buy |
16,246
+482
| +3% | +$46K | 0.34% | 46 |
|
|
2015
Q4 | $1.42M | Sell |
15,764
-967
| -6% | -$87K | 0.32% | 49 |
|
|
2015
Q3 | $1.32M | Sell |
16,731
-1,540
| -8% | -$121K | 0.32% | 51 |
|
|
2015
Q2 | $1.76M | Buy |
18,271
+500
| +3% | +$48.2K | 0.41% | 47 |
|
|
2015
Q1 | $1.87M | Hold |
17,771
| – | – | 0.44% | 46 |
|
|
2014
Q4 | $1.99M | Hold |
17,771
| – | – | 0.46% | 42 |
|
|
2014
Q3 | $2.12M | Hold |
17,771
| – | – | 0.54% | 40 |
|
|
2014
Q2 | $2.32M | Hold |
17,771
| – | – | 0.58% | 42 |
|
|
2014
Q1 | $2.11M | Buy |
17,771
+3,024
| +21% | +$360K | 0.55% | 42 |
|
|
2013
Q4 | $1.84M | Sell |
14,747
-1,020
| -6% | -$127K | 0.49% | 46 |
|
|
2013
Q3 | $1.92M | Sell |
15,767
-352
| -2% | -$42.8K | 0.54% | 43 |
|
|
2013
Q2 | $1.91M | Buy |
+16,119
| New | +$1.91M | 0.57% | 42 |
|