Independent Investors Inc’s Chevron CVX Stock Holding History

Independent Investors Inc’s Portfolio CVX Stock Details CVX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$979K	Sell	6,840 -150	-2%	-$21.5K	0.21%	47
2025 Q1	$1.17M	Buy	6,990 +800	+13%	+$134K	0.25%	41
2024 Q4	$897K	Hold	6,190	–	–	0.18%	46
2024 Q3	$912K	Hold	6,190	–	–	0.18%	46
2024 Q2	$968K	Buy	6,190 +240	+4%	+$37.5K	0.21%	42
2024 Q1	$939K	Buy	5,950 +180	+3%	+$28.4K	0.22%	44
2023 Q4	$861K	Hold	5,770	–	–	0.2%	40
2023 Q3	$973K	Hold	5,770	–	–	0.25%	39
2023 Q2	$908K	Hold	5,770	–	–	0.21%	40
2023 Q1	$941K	Hold	5,770	–	–	0.23%	44
2022 Q4	$1.04M	Sell	5,770 -600	-9%	-$108K	0.29%	40
2022 Q3	$915K	Hold	6,370	–	–	0.26%	43
2022 Q2	$922K	Hold	6,370	–	–	0.25%	46
2022 Q1	$1.04M	Hold	6,370	–	–	0.23%	47
2021 Q4	$748K	Hold	6,370	–	–	0.16%	55
2021 Q3	$646K	Buy	6,370 +350	+6%	+$35.5K	0.16%	56
2021 Q2	$631K	Hold	6,020	–	–	0.16%	58
2021 Q1	$631K	Hold	6,020	–	–	0.17%	58
2020 Q4	$508K	Sell	6,020 -500	-8%	-$42.2K	0.13%	60
2020 Q3	$469K	Hold	6,520	–	–	0.14%	58
2020 Q2	$581K	Hold	6,520	–	–	0.2%	53
2020 Q1	$472K	Hold	6,520	–	–	0.2%	58
2019 Q4	$785K	Sell	6,520 -80	-1%	-$9.63K	0.26%	57
2019 Q3	$782K	Sell	6,600 -700	-10%	-$82.9K	0.29%	53
2019 Q2	$908K	Hold	7,300	–	–	0.35%	51
2019 Q1	$899K	Hold	7,300	–	–	0.35%	51
2018 Q4	$794K	Buy	7,300 +1,900	+35%	+$207K	0.34%	51
2018 Q3	$660K	Hold	5,400	–	–	0.23%	62
2018 Q2	$682K	Hold	5,400	–	–	0.27%	61
2018 Q1	$615K	Hold	5,400	–	–	0.25%	65
2017 Q4	$676K	Buy	5,400 +600	+13%	+$75.1K	0.26%	64
2017 Q3	$564K	Hold	4,800	–	–	0.23%	67
2017 Q2	$500K	Hold	4,800	–	–	0.22%	68
2017 Q1	$515K	Hold	4,800	–	–	0.22%	66
2016 Q4	$564K	Buy	4,800 +350	+8%	+$41.1K	0.26%	65
2016 Q3	$457K	Buy	4,450 +150	+3%	+$15.4K	0.21%	72
2016 Q2	$450K	Hold	4,300	–	–	0.22%	70
2016 Q1	$410K	Hold	4,300	–	–	0.2%	70
2015 Q4	$386K	Sell	4,300 -400	-9%	-$35.9K	0.19%	71
2015 Q3	$370K	Buy	4,700 +150	+3%	+$11.8K	0.18%	76
2015 Q2	$438K	Hold	4,550	–	–	0.2%	74
2015 Q1	$477K	Sell	4,550 -1,500	-25%	-$157K	0.22%	70
2014 Q4	$678K	Buy	6,050 +400	+7%	+$44.8K	0.3%	62
2014 Q3	$674K	Hold	5,650	–	–	0.3%	63
2014 Q2	$737K	Hold	5,650	–	–	0.33%	61
2014 Q1	$671K	Hold	5,650	–	–	0.32%	61
2013 Q4	$705K	Hold	5,650	–	–	0.34%	61
2013 Q3	$686K	Sell	5,650 -300	-5%	-$36.4K	0.36%	61
2013 Q2	$704K	Buy	+5,950	New	+$704K	0.39%	59