HeadInvest LLC’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 | $5.56M | Buy |
26,859
+358
| +1% | +$65.3K | 1.14% | 28 |
|
|
2025
Q4 | $4.04M | Sell |
26,501
-545
| -2% | -$83K | 0.8% | 39 |
|
|
2025
Q3 | $4.2M | Sell |
27,046
-790
| -3% | -$122K | 0.87% | 38 |
|
|
2025
Q2 | $3.99M | Sell |
27,836
-5,266
| -16% | -$742K | 0.85% | 37 |
|
|
2025
Q1 | $5.54M | Buy |
33,102
+94
| +0.3% | +$14.7K | 1.08% | 31 |
|
|
2024
Q4 | $4.78M | Buy |
33,008
+1,277
| +4% | +$195K | 0.9% | 35 |
|
|
2024
Q3 | $4.67M | Buy |
31,731
+1,581
| +5% | +$235K | 0.86% | 38 |
|
|
2024
Q2 | $4.72M | Buy |
30,150
+2,454
| +9% | +$391K | 0.93% | 35 |
|
|
2024
Q1 | $4.37M | Sell |
27,696
-9
| -0% | -$1.36K | 0.85% | 39 |
|
|
2023
Q4 | $4.13M | Sell |
27,705
-124
| -0.4% | -$18.8K | 0.86% | 39 |
|
|
2023
Q3 | $4.63M | Buy |
27,829
+402
| +1% | +$64.9K | 1.01% | 31 |
|
|
2023
Q2 | $4.5M | Sell |
27,427
-402
| -1% | -$64.4K | 0.97% | 34 |
|
|
2023
Q1 | $4.54M | Sell |
27,829
-513
| -2% | -$86K | 1% | 34 |
|
|
2022
Q4 | $5.09M | Sell |
28,342
-208
| -0.7% | -$36.3K | 1.14% | 27 |
|
|
2022
Q3 | $4.1M | Buy |
28,550
+242
| +0.9% | +$36.9K | 0.98% | 32 |
|
|
2022
Q2 | $4.1M | Sell |
28,308
-337
| -1% | -$55.7K | 0.91% | 36 |
|
|
2022
Q1 | $4.66M | Sell |
28,645
-228
| -0.8% | -$32.7K | 0.89% | 39 |
|
|
2021
Q4 | $3.39M | Sell |
28,873
-138
| -0.5% | -$15.7K | 0.6% | 44 |
|
|
2021
Q3 | $2.94M | Buy |
29,011
+430
| +2% | +$42.9K | 0.56% | 47 |
|
|
2021
Q2 | $2.99M | Buy |
28,581
+598
| +2% | +$63.1K | 0.57% | 47 |
|
|
2021
Q1 | $2.93M | Sell |
27,983
-460
| -2% | -$44.9K | 0.6% | 46 |
|
|
2020
Q4 | $2.4M | Buy |
28,443
+10,125
| +55% | +$820K | 0.51% | 51 |
|
|
2020
Q3 | $1.32M | Buy |
18,318
+1,985
| +12% | +$167K | 0.38% | 55 |
|
|
2020
Q2 | $1.46M | Buy |
16,333
+1,689
| +12% | +$151K | 0.46% | 50 |
|
|
2020
Q1 | $1.06M | Buy |
14,644
+1,139
| +8% | +$113K | 0.4% | 53 |
|
|
2019
Q4 | $1.63M | Buy |
13,505
+210
| +2% | +$24.7K | 0.47% | 49 |
|
|
2019
Q3 | $1.58M | Buy |
13,295
+586
| +5% | +$71.2K | 0.48% | 47 |
|
|
2019
Q2 | $1.58M | Buy |
12,709
+255
| +2% | +$30.8K | 0.45% | 52 |
|
|
2019
Q1 | $1.53M | Sell |
12,454
-12,499
| -50% | -$1.48M | 0.43% | 53 |
|
|
2018
Q4 | $2.71M | Buy |
24,953
+12,876
| +107% | +$1.49M | 0.43% | 53 |
|
|
2018
Q3 | $1.48M | Sell |
12,077
-539
| -4% | -$65.4K | 0.43% | 53 |
|
|
2018
Q2 | $1.59M | Sell |
12,616
-61
| -0.5% | -$7.57K | 0.49% | 50 |
|
|
2018
Q1 | $1.45M | Sell |
12,677
-200
| -2% | -$23.9K | 0.46% | 49 |
|
|
2017
Q4 | $1.61M | Hold |
12,877
| – | – | 0.5% | 49 |
|
|
2017
Q3 | $1.49M | Hold |
12,877
| – | – | 0.47% | 51 |
|
|
2017
Q2 | $1.34M | Sell |
12,877
-281
| -2% | -$29.8K | 0.44% | 53 |
|
|
2017
Q1 | $1.41M | Buy |
13,158
+67
| +0.5% | +$7.51K | 0.47% | 53 |
|
|
2016
Q4 | $1.54M | Buy |
13,091
+250
| +2% | +$27.2K | 0.57% | 50 |
|
|
2016
Q3 | $1.33M | Buy |
12,841
+2,000
| +18% | +$204K | 0.47% | 54 |
|
|
2016
Q2 | $1.14M | Hold |
10,841
| – | – | 0.43% | 53 |
|
|
2016
Q1 | $1.03M | Buy |
10,841
+350
| +3% | +$30.6K | 0.4% | 53 |
|
|
2015
Q4 | $944K | Sell |
10,491
-1,228
| -10% | -$111K | 0.38% | 54 |
|
|
2015
Q3 | $924K | Sell |
11,719
-183
| -2% | -$15.4K | 0.37% | 54 |
|
|
2015
Q2 | $1.15M | Sell |
11,902
-696
| -6% | -$73.1K | 0.43% | 51 |
|
|
2015
Q1 | $1.32M | Sell |
12,598
-118
| -0.9% | -$12.6K | 0.47% | 51 |
|
|
2014
Q4 | $1.43M | Buy |
12,716
+2
| +0% | +$227 | 0.57% | 46 |
|
|
2014
Q3 | $1.52M | Sell |
12,714
-34
| -0.3% | -$4.34K | 0.61% | 44 |
|
|
2014
Q2 | $1.66M | Buy |
12,748
+544
| +4% | +$67.7K | 0.67% | 42 |
|
|
2014
Q1 | $1.45M | Sell |
12,204
-2,740
| -18% | -$319K | 0.62% | 42 |
|
|
2013
Q4 | $1.87M | Sell |
14,944
-1,648
| -10% | -$199K | 0.79% | 41 |
|
|
2013
Q3 | $2.02M | Sell |
16,592
-1,399
| -8% | -$172K | 0.88% | 40 |
|
|
2013
Q2 | $2.13M | Buy |
+17,991
| New | +$2.17M | 0.94% | 40 |
|
Other funds holding CVX
VCM
VPM
