Horan Securities’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $651K | Buy |
4,544
+370
| +9% | +$52.2K | 0.23% | 58 |
|
|
2025
Q1 | $698K | Buy |
4,174
+15
| +0.4% | +$2.35K | 0.26% | 42 |
|
|
2024
Q4 | $602K | Sell |
4,159
-151
| -4% | -$23.1K | 0.23% | 52 |
|
|
2024
Q3 | $635K | Sell |
4,310
-163
| -4% | -$24.3K | 0.24% | 48 |
|
|
2024
Q2 | $700K | Buy |
4,473
+1,363
| +44% | +$217K | 0.3% | 35 |
|
|
2024
Q1 | $491K | Sell |
3,110
-82
| -3% | -$12.4K | 0.23% | 44 |
|
|
2023
Q4 | $476K | Buy |
3,192
+18
| +0.6% | +$2.72K | 0.24% | 45 |
|
|
2023
Q3 | $535K | Sell |
3,174
-25
| -0.8% | -$4.04K | 0.28% | 33 |
|
|
2023
Q2 | $503K | Buy |
3,199
+1,727
| +117% | +$277K | 0.21% | 52 |
|
|
2023
Q1 | $240K | Buy |
1,472
+9
| +0.6% | +$1.51K | 0.12% | 87 |
|
|
2022
Q4 | $263K | Buy |
1,463
+497
| +51% | +$86.7K | 0.15% | 73 |
|
|
2022
Q3 | $139K | Buy |
966
+750
| +347% | +$114K | 0.09% | 124 |
|
|
2022
Q2 | $30K | Sell |
216
-44
| -17% | -$7.27K | 0.02% | 225 |
|
|
2022
Q1 | $42K | Sell |
260
-54
| -17% | -$7.74K | 0.02% | 187 |
|
|
2021
Q4 | $37K | Buy |
+314
| New | +$35.7K | 0.02% | 197 |
|
|
2021
Q2 | $31K | Buy |
296
+196
| +196% | +$20.7K | 0.02% | 202 |
|
|
2021
Q1 | $11K | Sell |
100
-79
| -44% | -$7.71K | 0.01% | 254 |
|
|
2020
Q4 | $15K | Buy |
179
+122
| +214% | +$9.88K | 0.01% | 218 |
|
|
2020
Q3 | $4K | Buy |
57
+15
| +36% | +$1.26K | ﹤0.01% | 273 |
|
|
2020
Q2 | $4K | Buy |
42
+30
| +250% | +$2.69K | ﹤0.01% | 254 |
|
|
2020
Q1 | $1K | Buy |
+12
| New | +$1.19K | ﹤0.01% | 222 |
|
|
2019
Q3 | – | Sell |
-74
| Closed | -$9K | – | 257 |
|
|
2019
Q2 | $9K | Buy |
+74
| New | +$8.95K | 0.01% | 179 |
|
|
2019
Q1 | – | Sell |
-190
| Closed | -$21K | – | 232 |
|
|
2018
Q4 | $21K | Hold |
190
| – | – | 0.02% | 103 |
|
|
2018
Q3 | $22K | Hold |
190
| – | – | 0.02% | 89 |
|
|
2018
Q2 | $23K | Hold |
190
| – | – | 0.02% | 89 |
|
|
2018
Q1 | $23K | Buy |
190
+50
| +36% | +$5.98K | 0.02% | 77 |
|
|
2017
Q4 | $19K | Hold |
140
| – | – | 0.02% | 87 |
|
|
2017
Q3 | $17K | Buy |
+140
| New | +$15.3K | 0.02% | 81 |
|
Other funds holding CVX
