Investment Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Sell |
7,655
-769
| -9% | -$110K | 0.41% | 59 |
|
|
2025
Q1 | $1.41M | Buy |
8,424
+32
| +0.4% | +$5.35K | 0.58% | 51 |
|
|
2024
Q4 | $1.22M | Buy |
8,392
+375
| +5% | +$54.3K | 0.5% | 55 |
|
|
2024
Q3 | $1.18M | Sell |
8,017
-133
| -2% | -$19.6K | 0.49% | 56 |
|
|
2024
Q2 | $1.27M | Buy |
8,150
+223
| +3% | +$34.9K | 0.57% | 50 |
|
|
2024
Q1 | $1.25M | Sell |
7,927
-197
| -2% | -$31.1K | 0.57% | 50 |
|
|
2023
Q4 | $1.21M | Buy |
8,124
+68
| +0.8% | +$10.1K | 0.6% | 48 |
|
|
2023
Q3 | $1.36M | Buy |
8,056
+20
| +0.2% | +$3.37K | 0.71% | 41 |
|
|
2023
Q2 | $1.26M | Sell |
8,036
-559
| -7% | -$88K | 0.66% | 42 |
|
|
2023
Q1 | $1.4M | Buy |
8,595
+19
| +0.2% | +$3.1K | 0.74% | 38 |
|
|
2022
Q4 | $1.54M | Sell |
8,576
-13,434
| -61% | -$2.41M | 0.81% | 37 |
|
|
2022
Q3 | $3.16M | Buy |
22,010
+13,458
| +157% | +$1.93M | 0.94% | 23 |
|
|
2022
Q2 | $1.24M | Buy |
8,552
+16
| +0.2% | +$2.32K | 0.6% | 44 |
|
|
2022
Q1 | $1.39M | Buy |
8,536
+5
| +0.1% | +$814 | 0.59% | 44 |
|
|
2021
Q4 | $1M | Buy |
8,531
+275
| +3% | +$32.3K | 0.41% | 56 |
|
|
2021
Q3 | $838K | Buy |
8,256
+1,269
| +18% | +$129K | 0.38% | 61 |
|
|
2021
Q2 | $732K | Buy |
6,987
+377
| +6% | +$39.5K | 0.33% | 67 |
|
|
2021
Q1 | $693K | Sell |
6,610
-361
| -5% | -$37.8K | 0.34% | 68 |
|
|
2020
Q4 | $589K | Buy |
6,971
+1,534
| +28% | +$130K | 0.31% | 70 |
|
|
2020
Q3 | $391K | Sell |
5,437
-12
| -0.2% | -$863 | 0.23% | 79 |
|
|
2020
Q2 | $486K | Buy |
5,449
+31
| +0.6% | +$2.77K | 0.29% | 77 |
|
|
2020
Q1 | $393K | Buy |
5,418
+82
| +2% | +$5.95K | 0.28% | 77 |
|
|
2019
Q4 | $643K | Buy |
5,336
+6
| +0.1% | +$723 | 0.43% | 63 |
|
|
2019
Q3 | $632K | Sell |
5,330
-1,101
| -17% | -$131K | 0.46% | 62 |
|
|
2019
Q2 | $800K | Buy |
6,431
+98
| +2% | +$12.2K | 0.57% | 55 |
|
|
2019
Q1 | $780K | Sell |
6,333
-95
| -1% | -$11.7K | 0.56% | 56 |
|
|
2018
Q4 | $699K | Buy |
+6,428
| New | +$699K | 0.59% | 55 |
|
|
2018
Q3 | – | Sell |
-5,978
| Closed | -$756K | – | 136 |
|
|
2018
Q2 | $756K | Sell |
5,978
-1,588
| -21% | -$201K | 0.56% | 52 |
|
|
2018
Q1 | $863K | Buy |
7,566
+10
| +0.1% | +$1.14K | 0.64% | 52 |
|
|
2017
Q4 | $946K | Buy |
7,556
+1,560
| +26% | +$195K | 0.7% | 47 |
|
|
2017
Q3 | $704K | Sell |
5,996
-495
| -8% | -$58.1K | 0.6% | 55 |
|
|
2017
Q2 | $677K | Buy |
6,491
+1,020
| +19% | +$106K | 0.62% | 56 |
|
|
2017
Q1 | $587K | Sell |
5,471
-985
| -15% | -$106K | 0.57% | 62 |
|
|
2016
Q4 | $760K | Sell |
6,456
-12,422
| -66% | -$1.46M | 0.74% | 50 |
|
|
2016
Q3 | $1.94M | Buy |
18,878
+12,127
| +180% | +$1.25M | 1.1% | 31 |
|
|
2016
Q2 | $708K | Sell |
6,751
-11,322
| -63% | -$1.19M | 0.71% | 55 |
|
|
2016
Q1 | $1.63M | Buy |
18,073
+11,389
| +170% | +$1.02M | 1.06% | 28 |
|
|
2015
Q4 | $603K | Sell |
6,684
-537
| -7% | -$48.4K | 0.73% | 56 |
|
|
2015
Q3 | $570K | Sell |
7,221
-359
| -5% | -$28.3K | 0.75% | 55 |
|
|
2015
Q2 | $730K | Buy |
7,580
+12
| +0.2% | +$1.16K | 0.88% | 49 |
|
|
2015
Q1 | $791K | Sell |
7,568
-268
| -3% | -$28K | 0.87% | 42 |
|
|
2014
Q4 | $877K | Buy |
+7,836
| New | +$877K | 1.01% | 35 |
|