ISB
Iowa State Bank’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.12M | Sell |
42,740
-103
| -0.2% | -$14.7K | 1.22% | 27 |
|
|
2025
Q1 | $7.17M | Sell |
42,843
-1,275
| -3% | -$213K | 1.52% | 19 |
|
|
2024
Q4 | $6.39M | Sell |
44,118
-814
| -2% | -$118K | 1.33% | 25 |
|
|
2024
Q3 | $6.62M | Sell |
44,932
-4,388
| -9% | -$646K | 1.36% | 26 |
|
|
2024
Q2 | $7.71M | Sell |
49,320
-413
| -0.8% | -$64.6K | 1.7% | 17 |
|
|
2024
Q1 | $7.84M | Buy |
49,733
+485
| +1% | +$76.5K | 1.74% | 17 |
|
|
2023
Q4 | $7.35M | Buy |
49,248
+409
| +0.8% | +$61K | 1.76% | 16 |
|
|
2023
Q3 | $8.24M | Sell |
48,839
-5,031
| -9% | -$848K | 2.14% | 11 |
|
|
2023
Q2 | $8.48M | Sell |
53,870
-2,308
| -4% | -$363K | 2.13% | 10 |
|
|
2023
Q1 | $9.17M | Sell |
56,178
-2,433
| -4% | -$397K | 2.3% | 10 |
|
|
2022
Q4 | $10.5M | Sell |
58,611
-543
| -0.9% | -$97.5K | 2.64% | 7 |
|
|
2022
Q3 | $8.5M | Sell |
59,154
-506
| -0.8% | -$72.7K | 2.42% | 8 |
|
|
2022
Q2 | $8.64M | Sell |
59,660
-498
| -0.8% | -$72.1K | 2.29% | 10 |
|
|
2022
Q1 | $9.8M | Buy |
60,158
+977
| +2% | +$159K | 2.27% | 9 |
|
|
2021
Q4 | $6.95M | Buy |
59,181
+2,906
| +5% | +$341K | 1.63% | 16 |
|
|
2021
Q3 | $5.71M | Buy |
56,275
+1,949
| +4% | +$198K | 1.6% | 20 |
|
|
2021
Q2 | $5.69M | Sell |
54,326
-216
| -0.4% | -$22.6K | 1.6% | 17 |
|
|
2021
Q1 | $5.72M | Buy |
54,542
+17,875
| +49% | +$1.87M | 1.72% | 18 |
|
|
2020
Q4 | $3.1M | Buy |
36,667
+575
| +2% | +$48.6K | 1.03% | 34 |
|
|
2020
Q3 | $2.6M | Buy |
36,092
+3,399
| +10% | +$245K | 1.01% | 33 |
|
|
2020
Q2 | $2.92M | Sell |
32,693
-2,223
| -6% | -$198K | 1.27% | 31 |
|
|
2020
Q1 | $2.53M | Sell |
34,916
-1,553
| -4% | -$113K | 1.19% | 32 |
|
|
2019
Q4 | $4.4M | Sell |
36,469
-3,904
| -10% | -$470K | 1.56% | 23 |
|
|
2019
Q3 | $4.79M | Buy |
40,373
+286
| +0.7% | +$33.9K | 1.82% | 19 |
|
|
2019
Q2 | $4.99M | Buy |
40,087
+766
| +2% | +$95.3K | 2.22% | 15 |
|
|
2019
Q1 | $4.84M | Buy |
39,321
+245
| +0.6% | +$30.2K | 2.22% | 14 |
|
|
2018
Q4 | $4.25M | Sell |
39,076
-707
| -2% | -$76.9K | 2.15% | 16 |
|
|
2018
Q3 | $4.87M | Sell |
39,783
-15
| -0% | -$1.83K | 2.17% | 20 |
|
|
2018
Q2 | $5.03M | Sell |
39,798
-137
| -0.3% | -$17.3K | 2.4% | 12 |
|
|
2018
Q1 | $4.55M | Sell |
39,935
-1,086
| -3% | -$124K | 2.22% | 16 |
|
|
2017
Q4 | $5.14M | Buy |
41,021
+405
| +1% | +$50.7K | 2.31% | 15 |
|
|
2017
Q3 | $4.77M | Buy |
40,616
+76
| +0.2% | +$8.93K | 2.25% | 17 |
|
|
2017
Q2 | $4.23M | Buy |
40,540
+2,962
| +8% | +$309K | 2.03% | 22 |
|
|
2017
Q1 | $4.04M | Buy |
37,578
+912
| +2% | +$97.9K | 1.98% | 23 |
|
|
2016
Q4 | $4.32M | Buy |
36,666
+1,456
| +4% | +$171K | 2.21% | 21 |
|
|
2016
Q3 | $3.62M | Buy |
35,210
+1,190
| +3% | +$122K | 1.94% | 24 |
|
|
2016
Q2 | $3.57M | Buy |
34,020
+1,250
| +4% | +$131K | 1.93% | 26 |
|
|
2016
Q1 | $3.13M | Buy |
32,770
+880
| +3% | +$83.9K | 1.76% | 27 |
|
|
2015
Q4 | $2.87M | Buy |
31,890
+625
| +2% | +$56.2K | 1.7% | 27 |
|
|
2015
Q3 | $2.47M | Sell |
31,265
-2,251
| -7% | -$178K | 1.69% | 26 |
|
|
2015
Q2 | $3.23M | Buy |
33,516
+976
| +3% | +$94.1K | 2.04% | 25 |
|
|
2015
Q1 | $3.42M | Buy |
32,540
+1,505
| +5% | +$158K | 2.17% | 22 |
|
|
2014
Q4 | $3.48M | Buy |
31,035
+2,125
| +7% | +$238K | 2.2% | 21 |
|
|
2014
Q3 | $3.45M | Buy |
28,910
+1,110
| +4% | +$132K | 2.31% | 18 |
|
|
2014
Q2 | $3.63M | Sell |
27,800
-212
| -0.8% | -$27.7K | 2.45% | 11 |
|
|
2014
Q1 | $3.33M | Buy |
28,012
+892
| +3% | +$106K | 2.37% | 15 |
|
|
2013
Q4 | $3.39M | Buy |
27,120
+1,051
| +4% | +$131K | 2.49% | 10 |
|
|
2013
Q3 | $3.17M | Buy |
26,069
+1,305
| +5% | +$159K | 2.48% | 11 |
|
|
2013
Q2 | $2.93M | Buy |
+24,764
| New | +$2.93M | 2.42% | 11 |
|