Kelly Lawrence W & Associates’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.91M | Hold |
20,300
| – | – | 0.76% | 29 |
|
|
2025
Q1 | $3.4M | Hold |
20,300
| – | – | 0.82% | 28 |
|
|
2024
Q4 | $2.94M | Sell |
20,300
-894
| -4% | -$129K | 0.69% | 31 |
|
|
2024
Q3 | $3.12M | Sell |
21,194
-400
| -2% | -$58.9K | 0.7% | 32 |
|
|
2024
Q2 | $3.38M | Buy |
21,594
+1,400
| +7% | +$219K | 0.77% | 31 |
|
|
2024
Q1 | $3.19M | Hold |
20,194
| – | – | 0.72% | 32 |
|
|
2023
Q4 | $3.01M | Sell |
20,194
-1,063
| -5% | -$159K | 0.72% | 31 |
|
|
2023
Q3 | $3.58M | Buy |
21,257
+124
| +0.6% | +$20.9K | 0.96% | 31 |
|
|
2023
Q2 | $3.25M | Sell |
21,133
-1,419
| -6% | -$218K | 0.84% | 31 |
|
|
2023
Q1 | $3.68M | Buy |
22,552
+35
| +0.2% | +$5.71K | 1% | 29 |
|
|
2022
Q4 | $4.04M | Hold |
22,517
| – | – | 1.15% | 27 |
|
|
2022
Q3 | $3.24M | Sell |
22,517
-624
| -3% | -$89.7K | 0.9% | 28 |
|
|
2022
Q2 | $3.35M | Sell |
23,141
-1,065
| -4% | -$154K | 0.92% | 30 |
|
|
2022
Q1 | $3.94M | Sell |
24,206
-1,783
| -7% | -$290K | 0.84% | 31 |
|
|
2021
Q4 | $3.05M | Sell |
25,989
-58
| -0.2% | -$6.8K | 0.6% | 36 |
|
|
2021
Q3 | $2.64M | Hold |
26,047
| – | – | 0.56% | 36 |
|
|
2021
Q2 | $2.73M | Sell |
26,047
-1,451
| -5% | -$152K | 0.59% | 35 |
|
|
2021
Q1 | $2.88M | Buy |
27,498
+19,927
| +263% | +$2.09M | 0.68% | 34 |
|
|
2020
Q4 | $640K | Sell |
7,571
-24,429
| -76% | -$2.07M | 0.25% | 40 |
|
|
2020
Q3 | $2.3M | Hold |
32,000
| – | – | 0.69% | 28 |
|
|
2020
Q2 | $2.86M | Sell |
32,000
-12,703
| -28% | -$1.13M | 0.59% | 30 |
|
|
2020
Q1 | $3.24M | Sell |
44,703
-6,340
| -12% | -$459K | 0.79% | 31 |
|
|
2019
Q4 | $6.15M | Sell |
51,043
-1,084
| -2% | -$131K | 0.96% | 33 |
|
|
2019
Q3 | $6.18M | Sell |
52,127
-1,500
| -3% | -$178K | 1.03% | 33 |
|
|
2019
Q2 | $6.67M | Sell |
53,627
-1,120
| -2% | -$139K | 1.14% | 31 |
|
|
2019
Q1 | $6.74M | Sell |
54,747
-3,550
| -6% | -$437K | 1.22% | 29 |
|
|
2018
Q4 | $6.34M | Sell |
58,297
-10,003
| -15% | -$1.09M | 1.37% | 26 |
|
|
2018
Q3 | $8.35M | Sell |
68,300
-346
| -0.5% | -$42.3K | 1.37% | 31 |
|
|
2018
Q2 | $8.68M | Sell |
68,646
-250
| -0.4% | -$31.6K | 1.6% | 28 |
|
|
2018
Q1 | $7.86M | Sell |
68,896
-1,000
| -1% | -$114K | 1.49% | 27 |
|
|
2017
Q4 | $8.75M | Buy |
69,896
+55
| +0.1% | +$6.89K | 1.61% | 25 |
|
|
2017
Q3 | $8.21M | Sell |
69,841
-125
| -0.2% | -$14.7K | 1.56% | 25 |
|
|
2017
Q2 | $7.3M | Sell |
69,966
-2,240
| -3% | -$234K | 1.44% | 29 |
|
|
2017
Q1 | $7.75M | Sell |
72,206
-1,303
| -2% | -$140K | 1.6% | 27 |
|
|
2016
Q4 | $8.65M | Sell |
73,509
-1,055
| -1% | -$124K | 1.92% | 25 |
|
|
2016
Q3 | $7.67M | Sell |
74,564
-313
| -0.4% | -$32.2K | 1.64% | 30 |
|
|
2016
Q2 | $7.85M | Buy |
74,877
+270
| +0.4% | +$28.3K | 1.81% | 28 |
|
|
2016
Q1 | $7.12M | Sell |
74,607
-10
| -0% | -$954 | 1.78% | 26 |
|
|
2015
Q4 | $6.71M | Sell |
74,617
-12,150
| -14% | -$1.09M | 1.52% | 29 |
|
|
2015
Q3 | $6.84M | Buy |
86,767
+10,375
| +14% | +$818K | 1.59% | 30 |
|
|
2015
Q2 | $7.37M | Buy |
76,392
+12,200
| +19% | +$1.18M | 1.47% | 32 |
|
|
2015
Q1 | $6.74M | Sell |
64,192
-31,718
| -33% | -$3.33M | 1.45% | 31 |
|
|
2014
Q4 | $10.8M | Buy |
95,910
+1,534
| +2% | +$172K | 2.24% | 24 |
|
|
2014
Q3 | $11.3M | Hold |
94,376
| – | – | 2.4% | 19 |
|
|
2014
Q2 | $12.3M | Buy |
94,376
+32,125
| +52% | +$4.19M | 2.63% | 16 |
|
|
2014
Q1 | $7.4M | Sell |
62,251
-1,130
| -2% | -$134K | 1.7% | 31 |
|
|
2013
Q4 | $7.92M | Sell |
63,381
-3,270
| -5% | -$408K | 1.76% | 31 |
|
|
2013
Q3 | $8.1M | Buy |
66,651
+1,088
| +2% | +$132K | 1.91% | 29 |
|
|
2013
Q2 | $7.76M | Buy |
+65,563
| New | +$7.76M | 1.97% | 26 |
|