Liberty Capital Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $350K | Buy |
2,444
+128
| +6% | +$18.3K | 0.07% | 131 |
|
|
2025
Q1 | $387K | Buy |
2,316
+612
| +36% | +$102K | 0.09% | 120 |
|
|
2024
Q4 | $247K | Sell |
1,704
-76
| -4% | -$11K | 0.05% | 144 |
|
|
2024
Q3 | $262K | Sell |
1,780
-279
| -14% | -$41.1K | 0.06% | 139 |
|
|
2024
Q2 | $322K | Buy |
2,059
+356
| +21% | +$55.7K | 0.08% | 126 |
|
|
2024
Q1 | $269K | Buy |
1,703
+43
| +3% | +$6.78K | 0.07% | 133 |
|
|
2023
Q4 | $248K | Buy |
1,660
+28
| +2% | +$4.18K | 0.07% | 138 |
|
|
2023
Q3 | $275K | Buy |
1,632
+37
| +2% | +$6.24K | 0.08% | 126 |
|
|
2023
Q2 | $251K | Hold |
1,595
| – | – | 0.08% | 130 |
|
|
2023
Q1 | $260K | Sell |
1,595
-30
| -2% | -$4.9K | 0.09% | 116 |
|
|
2022
Q4 | $292K | Hold |
1,625
| – | – | 0.1% | 115 |
|
|
2022
Q3 | $233K | Hold |
1,625
| – | – | 0.09% | 117 |
|
|
2022
Q2 | $235K | Sell |
1,625
-15
| -0.9% | -$2.17K | 0.08% | 118 |
|
|
2022
Q1 | $267K | Buy |
+1,640
| New | +$267K | 0.08% | 118 |
|
|
2020
Q1 | – | Sell |
-12,399
| Closed | -$1.49M | – | 111 |
|
|
2019
Q4 | $1.49M | Sell |
12,399
-124
| -1% | -$14.9K | 0.61% | 48 |
|
|
2019
Q3 | $1.49M | Sell |
12,523
-597
| -5% | -$70.8K | 0.65% | 47 |
|
|
2019
Q2 | $1.63M | Sell |
13,120
-70
| -0.5% | -$8.71K | 0.73% | 47 |
|
|
2019
Q1 | $1.63M | Buy |
13,190
+1,516
| +13% | +$187K | 0.82% | 44 |
|
|
2018
Q4 | $1.27M | Sell |
11,674
-236
| -2% | -$25.7K | 0.78% | 42 |
|
|
2018
Q3 | $1.46M | Sell |
11,910
-395
| -3% | -$48.3K | 0.76% | 46 |
|
|
2018
Q2 | $1.56M | Buy |
12,305
+310
| +3% | +$39.2K | 0.91% | 38 |
|
|
2018
Q1 | $1.37M | Sell |
11,995
-370
| -3% | -$42.2K | 0.83% | 41 |
|
|
2017
Q4 | $1.65M | Sell |
12,365
-55
| -0.4% | -$7.35K | 0.87% | 42 |
|
|
2017
Q3 | $1.47M | Sell |
12,420
-50
| -0.4% | -$5.93K | 0.81% | 41 |
|
|
2017
Q2 | $1.29M | Sell |
12,470
-1,526
| -11% | -$157K | 0.78% | 44 |
|
|
2017
Q1 | $1.5M | Hold |
13,996
| – | – | 0.9% | 41 |
|
|
2016
Q4 | $1.62M | Sell |
13,996
-120
| -0.9% | -$13.9K | 1.05% | 40 |
|
|
2016
Q3 | $1.43M | Sell |
14,116
-495
| -3% | -$50.1K | 0.93% | 44 |
|
|
2016
Q2 | $1.53M | Sell |
14,611
-433
| -3% | -$45.4K | 1.03% | 39 |
|
|
2016
Q1 | $1.44M | Sell |
15,044
-771
| -5% | -$73.5K | 1.08% | 40 |
|
|
2015
Q4 | $1.42M | Sell |
15,815
-3,555
| -18% | -$320K | 1.07% | 40 |
|
|
2015
Q3 | $1.53M | Sell |
19,370
-1,489
| -7% | -$117K | 1.2% | 36 |
|
|
2015
Q2 | $2.01M | Sell |
20,859
-335
| -2% | -$32.3K | 1.35% | 28 |
|
|
2015
Q1 | $2.23M | Sell |
21,194
-150
| -0.7% | -$15.7K | 1.49% | 25 |
|
|
2014
Q4 | $2.39M | Sell |
21,344
-158
| -0.7% | -$17.7K | 1.66% | 21 |
|
|
2014
Q3 | $2.57M | Sell |
21,502
-150
| -0.7% | -$17.9K | 1.86% | 17 |
|
|
2014
Q2 | $2.83M | Sell |
21,652
-1,031
| -5% | -$135K | 2% | 13 |
|
|
2014
Q1 | $2.7M | Sell |
22,683
-170
| -0.7% | -$20.2K | 1.98% | 15 |
|
|
2013
Q4 | $2.86M | Sell |
22,853
-494
| -2% | -$61.7K | 2.04% | 13 |
|
|
2013
Q3 | $2.84M | Buy |
23,347
+300
| +1% | +$36.5K | 2.25% | 12 |
|
|
2013
Q2 | $2.73M | Buy |
+23,047
| New | +$2.73M | 2.35% | 8 |
|