Haverford Financial Services’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.06M | Sell |
28,387
-44
| -0.2% | -$6.3K | 1.2% | 30 |
|
|
2025
Q1 | $4.76M | Sell |
28,431
-430
| -1% | -$71.9K | 1.47% | 29 |
|
|
2024
Q4 | $4.18M | Sell |
28,861
-27,709
| -49% | -$4.01M | 1.27% | 28 |
|
|
2024
Q3 | $8.33M | Sell |
56,570
-3
| -0% | -$442 | 2.38% | 21 |
|
|
2024
Q2 | $8.85M | Sell |
56,573
-78
| -0.1% | -$12.2K | 2.65% | 17 |
|
|
2024
Q1 | $8.94M | Sell |
56,651
-191
| -0.3% | -$30.1K | 2.57% | 19 |
|
|
2023
Q4 | $8.48M | Buy |
56,842
+169
| +0.3% | +$25.2K | 2.54% | 19 |
|
|
2023
Q3 | $9.56M | Buy |
56,673
+18,557
| +49% | +$3.13M | 3.08% | 15 |
|
|
2023
Q2 | $6M | Buy |
38,116
+637
| +2% | +$100K | 1.79% | 29 |
|
|
2023
Q1 | $6.12M | Buy |
+37,479
| New | +$6.12M | 1.91% | 29 |
|
|
2020
Q1 | – | Sell |
-2,420
| Closed | -$292K | – | 68 |
|
|
2019
Q4 | $292K | Buy |
+2,420
| New | +$292K | 0.09% | 63 |
|
|
2018
Q2 | – | Sell |
-2,209
| Closed | -$252K | – | 80 |
|
|
2018
Q1 | $252K | Sell |
2,209
-126
| -5% | -$14.4K | 0.1% | 78 |
|
|
2017
Q4 | $292K | Buy |
2,335
+85
| +4% | +$10.6K | 0.11% | 75 |
|
|
2017
Q3 | $264K | Hold |
2,250
| – | – | 0.1% | 62 |
|
|
2017
Q2 | $235K | Sell |
2,250
-53
| -2% | -$5.54K | 0.1% | 55 |
|
|
2017
Q1 | $247K | Buy |
2,303
+16
| +0.7% | +$1.72K | 0.1% | 53 |
|
|
2016
Q4 | $269K | Hold |
2,287
| – | – | 0.11% | 52 |
|
|
2016
Q3 | $235K | Sell |
2,287
-21
| -0.9% | -$2.16K | 0.1% | 55 |
|
|
2016
Q2 | $242K | Sell |
2,308
-45
| -2% | -$4.72K | 0.1% | 58 |
|
|
2016
Q1 | $224K | Sell |
2,353
-56,023
| -96% | -$5.33M | 0.09% | 58 |
|
|
2015
Q4 | $5.25M | Sell |
58,376
-4,627
| -7% | -$416K | 2.24% | 28 |
|
|
2015
Q3 | $4.97M | Buy |
63,003
+13,784
| +28% | +$1.09M | 2.29% | 27 |
|
|
2015
Q2 | $4.75M | Sell |
49,219
-2,369
| -5% | -$229K | 2.01% | 27 |
|
|
2015
Q1 | $5.42M | Sell |
51,588
-506
| -1% | -$53.2K | 2.2% | 25 |
|
|
2014
Q4 | $5.84M | Sell |
52,094
-1,215
| -2% | -$136K | 2.39% | 25 |
|
|
2014
Q3 | $6.36M | Buy |
53,309
+672
| +1% | +$80.2K | 2.85% | 23 |
|
|
2014
Q2 | $6.86M | Sell |
52,637
-307
| -0.6% | -$40K | 3.01% | 21 |
|
|
2014
Q1 | $6.29M | Buy |
52,944
+1,555
| +3% | +$185K | 2.87% | 25 |
|
|
2013
Q4 | $6.42M | Buy |
51,389
+2,619
| +5% | +$327K | 3.03% | 22 |
|
|
2013
Q3 | $5.93M | Buy |
48,770
+54
| +0.1% | +$6.56K | 3.26% | 19 |
|
|
2013
Q2 | $5.77M | Buy |
+48,716
| New | +$5.77M | 3.25% | 19 |
|