Kavar Capital Partners Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.34M | Buy |
23,294
+784
| +3% | +$112K | 0.48% | 58 |
|
|
2025
Q1 | $3.77M | Buy |
22,510
+979
| +5% | +$164K | 0.63% | 47 |
|
|
2024
Q4 | $3.12M | Buy |
21,531
+832
| +4% | +$121K | 0.53% | 51 |
|
|
2024
Q3 | $3.05M | Buy |
20,699
+1,037
| +5% | +$153K | 0.48% | 58 |
|
|
2024
Q2 | $3.08M | Buy |
19,662
+1,044
| +6% | +$163K | 0.55% | 54 |
|
|
2024
Q1 | $2.94M | Sell |
18,618
-4,274
| -19% | -$674K | 0.54% | 53 |
|
|
2023
Q4 | $3.41M | Buy |
22,892
+16,423
| +254% | +$2.45M | 0.38% | 67 |
|
|
2023
Q3 | $1.09M | Buy |
6,469
+1,416
| +28% | +$239K | 0.24% | 82 |
|
|
2023
Q2 | $795K | Buy |
5,053
+500
| +11% | +$78.7K | 0.17% | 90 |
|
|
2023
Q1 | $743K | Sell |
4,553
-294
| -6% | -$48K | 0.16% | 94 |
|
|
2022
Q4 | $870K | Buy |
4,847
+81
| +2% | +$14.5K | 0.2% | 85 |
|
|
2022
Q3 | $685K | Buy |
4,766
+5
| +0.1% | +$719 | 0.17% | 90 |
|
|
2022
Q2 | $689K | Buy |
4,761
+206
| +5% | +$29.8K | 0.16% | 96 |
|
|
2022
Q1 | $742K | Sell |
4,555
-124
| -3% | -$20.2K | 0.16% | 93 |
|
|
2021
Q4 | $549K | Sell |
4,679
-193
| -4% | -$22.6K | 0.11% | 108 |
|
|
2021
Q3 | $494K | Sell |
4,872
-109
| -2% | -$11.1K | 0.11% | 118 |
|
|
2021
Q2 | $522K | Sell |
4,981
-54
| -1% | -$5.66K | 0.13% | 106 |
|
|
2021
Q1 | $528K | Buy |
5,035
+62
| +1% | +$6.5K | 0.14% | 100 |
|
|
2020
Q4 | $420K | Buy |
+4,973
| New | +$420K | 0.12% | 113 |
|
|
2019
Q3 | – | Sell |
-1,320
| Closed | -$164K | – | 204 |
|
|
2019
Q2 | $164K | Buy |
+1,320
| New | +$164K | 0.06% | 134 |
|
|
2018
Q3 | – | Sell |
-1,385
| Closed | -$175K | – | 160 |
|
|
2018
Q2 | $175K | Buy |
1,385
+7
| +0.5% | +$884 | 0.09% | 115 |
|
|
2018
Q1 | $157K | Buy |
+1,378
| New | +$157K | 0.08% | 120 |
|
|
2016
Q1 | – | Sell |
-1,727
| Closed | -$155K | – | 155 |
|
|
2015
Q4 | $155K | Buy |
1,727
+10
| +0.6% | +$898 | 0.1% | 114 |
|
|
2015
Q3 | $135K | Buy |
1,717
+126
| +8% | +$9.91K | 0.1% | 119 |
|
|
2015
Q2 | $153K | Buy |
+1,591
| New | +$153K | 0.1% | 126 |
|
|
2014
Q4 | – | Sell |
-1,766
| Closed | -$211K | – | 124 |
|
|
2014
Q3 | $211K | Sell |
1,766
-92
| -5% | -$11K | 0.18% | 119 |
|
|
2014
Q2 | $243K | Buy |
1,858
+8
| +0.4% | +$1.05K | 0.21% | 118 |
|
|
2014
Q1 | $220K | Sell |
1,850
-17
| -0.9% | -$2.02K | 0.18% | 120 |
|
|
2013
Q4 | $233K | Buy |
+1,867
| New | +$233K | 0.21% | 109 |
|