Lederer & Associates Investment Counsel’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Buy |
8,243
+5
| +0.1% | +$716 | 0.78% | 42 |
|
|
2025
Q1 | $1.38M | Buy |
8,238
+170
| +2% | +$28.4K | 1.01% | 34 |
|
|
2024
Q4 | $1.17M | Buy |
8,068
+3
| +0% | +$435 | 0.82% | 42 |
|
|
2024
Q3 | $1.19M | Hold |
8,065
| – | – | 0.84% | 42 |
|
|
2024
Q2 | $1.26M | Sell |
8,065
-496
| -6% | -$77.6K | 0.91% | 38 |
|
|
2024
Q1 | $1.35M | Sell |
8,561
-900
| -10% | -$142K | 0.94% | 38 |
|
|
2023
Q4 | $1.41M | Buy |
9,461
+4,507
| +91% | +$672K | 1.04% | 33 |
|
|
2023
Q3 | $835K | Buy |
4,954
+464
| +10% | +$78.2K | 0.66% | 56 |
|
|
2023
Q2 | $707K | Buy |
4,490
+277
| +7% | +$43.6K | 0.53% | 60 |
|
|
2023
Q1 | $687K | Buy |
4,213
+413
| +11% | +$67.3K | 0.53% | 64 |
|
|
2022
Q4 | $682K | Buy |
+3,800
| New | +$682K | 0.56% | 63 |
|
|
2020
Q1 | – | Sell |
-19,170
| Closed | -$2.31M | – | 86 |
|
|
2019
Q4 | $2.31M | Buy |
19,170
+9,435
| +97% | +$1.14M | 2.01% | 15 |
|
|
2019
Q3 | $1.16M | Sell |
9,735
-9,305
| -49% | -$1.1M | 1.1% | 41 |
|
|
2019
Q2 | $2.37M | Sell |
19,040
-165
| -0.9% | -$20.5K | 2.18% | 10 |
|
|
2019
Q1 | $2.37M | Buy |
19,205
+445
| +2% | +$54.8K | 2.2% | 11 |
|
|
2018
Q4 | $2.04M | Buy |
18,760
+210
| +1% | +$22.8K | 2.18% | 12 |
|
|
2018
Q3 | $2.27M | Buy |
18,550
+295
| +2% | +$36.1K | 1.92% | 15 |
|
|
2018
Q2 | $2.31M | Sell |
18,255
-435
| -2% | -$55K | 2.08% | 10 |
|
|
2018
Q1 | $2.13M | Sell |
18,690
-170
| -0.9% | -$19.4K | 1.92% | 15 |
|
|
2017
Q4 | $2.36M | Buy |
18,860
+130
| +0.7% | +$16.3K | 2.11% | 13 |
|
|
2017
Q3 | $2.2M | Sell |
18,730
-95
| -0.5% | -$11.2K | 2.1% | 12 |
|
|
2017
Q2 | $1.96M | Buy |
18,825
+1,175
| +7% | +$123K | 1.89% | 20 |
|
|
2017
Q1 | $1.9M | Sell |
17,650
-35
| -0.2% | -$3.76K | 1.78% | 20 |
|
|
2016
Q4 | $2.08M | Buy |
+17,685
| New | +$2.08M | 2.07% | 11 |
|
|
2015
Q3 | $1.25M | Sell |
15,787
-355
| -2% | -$28K | 1.39% | 38 |
|
|
2015
Q2 | $1.56M | Buy |
16,142
+425
| +3% | +$41K | 1.6% | 37 |
|
|
2015
Q1 | $1.65M | Buy |
15,717
+430
| +3% | +$45.1K | 1.61% | 38 |
|
|
2014
Q4 | $1.72M | Buy |
+15,287
| New | +$1.72M | 1.7% | 32 |
|