Liberty One Investment 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 | $4.73M | Buy |
33,016
+2,563
| +8% | +$367K | 0.48% | 62 |
|
2025
Q1 | $5.09M | Buy |
30,453
+2,883
| +10% | +$482K | 0.52% | 47 |
|
2024
Q4 | $3.99M | Buy |
27,570
+2,265
| +9% | +$328K | 0.43% | 62 |
|
2024
Q3 | $3.73M | Buy |
25,305
+1,868
| +8% | +$275K | 0.38% | 66 |
|
2024
Q2 | $3.67M | Buy |
23,437
+3,711
| +19% | +$580K | 0.41% | 61 |
|
2024
Q1 | $3.11M | Buy |
19,726
+1,750
| +10% | +$276K | 0.35% | 62 |
|
2023
Q4 | $2.68M | Buy |
17,976
+1,284
| +8% | +$192K | 0.33% | 61 |
|
2023
Q3 | $2.81M | Buy |
16,692
+924
| +6% | +$156K | 0.41% | 42 |
|
2023
Q2 | $2.48M | Buy |
15,768
+325
| +2% | +$51.1K | 0.32% | 57 |
|
2023
Q1 | $2.52M | Buy |
15,443
+684
| +5% | +$112K | 0.34% | 45 |
|
2022
Q4 | $2.65M | Sell |
14,759
-1,024
| -6% | -$184K | 0.38% | 32 |
|
2022
Q3 | $2.27M | Sell |
15,783
-857
| -5% | -$123K | 0.37% | 36 |
|
2022
Q2 | $1.74M | Sell |
16,640
-1,625
| -9% | -$170K | 0.3% | 57 |
|
2022
Q1 | $2.97M | Sell |
18,265
-185
| -1% | -$30.1K | 0.45% | 32 |
|
2021
Q4 | $2.17M | Buy |
18,450
+1,036
| +6% | +$122K | 0.33% | 48 |
|
2021
Q3 | $1.77M | Buy |
17,414
+774
| +5% | +$78.5K | 0.3% | 58 |
|
2021
Q2 | $1.74M | Buy |
16,640
+987
| +6% | +$103K | 0.29% | 57 |
|
2021
Q1 | $1.64M | Buy |
15,653
+1,382
| +10% | +$145K | 0.29% | 55 |
|
2020
Q4 | $1.21M | Buy |
14,271
+1,915
| +15% | +$162K | 0.23% | 72 |
|
2020
Q3 | $890K | Buy |
12,356
+1,538
| +14% | +$111K | 0.18% | 76 |
|
2020
Q2 | $965K | Sell |
10,818
-385
| -3% | -$34.3K | 0.22% | 66 |
|
2020
Q1 | $812K | Buy |
11,203
+858
| +8% | +$62.2K | 0.21% | 72 |
|
2019
Q4 | $1.25M | Buy |
+10,345
| New | +$1.25M | 0.27% | 51 |
|