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