Investment House LLC’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,383
| Closed | -$231K | – | 220 |
|
|
2025
Q1 | $231K | Hold |
1,383
| – | – | 0.01% | 206 |
|
|
2024
Q4 | $200K | Hold |
1,383
| – | – | 0.01% | 196 |
|
|
2024
Q3 | $204K | Buy |
+1,383
| New | +$204K | 0.01% | 203 |
|
|
2024
Q2 | – | Sell |
-12,912
| Closed | -$2.04M | – | 210 |
|
|
2024
Q1 | $2.04M | Buy |
+12,912
| New | +$2.04M | 0.12% | 101 |
|
|
2021
Q1 | – | Sell |
-5,421
| Closed | -$458K | – | 199 |
|
|
2020
Q4 | $458K | Sell |
5,421
-250
| -4% | -$21.1K | 0.03% | 160 |
|
|
2020
Q3 | $408K | Hold |
5,671
| – | – | 0.03% | 154 |
|
|
2020
Q2 | $506K | Buy |
+5,671
| New | +$506K | 0.04% | 134 |
|
|
2020
Q1 | – | Sell |
-2,000
| Closed | -$241K | – | 175 |
|
|
2019
Q4 | $241K | Hold |
2,000
| – | – | 0.02% | 197 |
|
|
2019
Q3 | $237K | Hold |
2,000
| – | – | 0.02% | 182 |
|
|
2019
Q2 | $249K | Hold |
2,000
| – | – | 0.03% | 175 |
|
|
2019
Q1 | $246K | Hold |
2,000
| – | – | 0.03% | 170 |
|
|
2018
Q4 | $218K | Buy |
2,000
+200
| +11% | +$21.8K | 0.03% | 160 |
|
|
2018
Q3 | $220K | Hold |
1,800
| – | – | 0.02% | 179 |
|
|
2018
Q2 | $228K | Hold |
1,800
| – | – | 0.03% | 184 |
|
|
2018
Q1 | $205K | Buy |
1,800
+100
| +6% | +$11.4K | 0.03% | 177 |
|
|
2017
Q4 | $213K | Buy |
+1,700
| New | +$213K | 0.03% | 188 |
|
|
2017
Q1 | – | Sell |
-1,775
| Closed | -$209K | – | 188 |
|
|
2016
Q4 | $209K | Buy |
+1,775
| New | +$209K | 0.03% | 176 |
|