LVM 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 | $6.99M | Sell |
48,788
-2,815
| -5% | -$403K | 0.72% | 37 |
|
|
2025
Q1 | $8.63M | Sell |
51,603
-9,607
| -16% | -$1.61M | 0.96% | 32 |
|
|
2024
Q4 | $8.87M | Sell |
61,210
-40,568
| -40% | -$5.88M | 0.95% | 30 |
|
|
2024
Q3 | $15.9M | Hold |
101,778
| – | – | 1.81% | 18 |
|
|
2024
Q2 | $15.9M | Buy |
101,778
+5,399
| +6% | +$845K | 1.81% | 18 |
|
|
2024
Q1 | $15.2M | Buy |
96,379
+4,527
| +5% | +$714K | 1.8% | 18 |
|
|
2023
Q4 | $13.7M | Buy |
91,852
+15,264
| +20% | +$2.28M | 1.75% | 19 |
|
|
2023
Q3 | $12.9M | Buy |
76,588
+9,395
| +14% | +$1.58M | 1.82% | 16 |
|
|
2023
Q2 | $10.6M | Buy |
67,193
+8,575
| +15% | +$1.35M | 1.41% | 25 |
|
|
2023
Q1 | $9.56M | Buy |
58,618
+4,060
| +7% | +$662K | 1.33% | 30 |
|
|
2022
Q4 | $9.79M | Buy |
54,558
+10,390
| +24% | +$1.86M | 1.42% | 28 |
|
|
2022
Q3 | $6.35M | Buy |
44,168
+10,318
| +30% | +$1.48M | 0.97% | 37 |
|
|
2022
Q2 | $4.9M | Buy |
33,850
+10,182
| +43% | +$1.47M | 0.71% | 40 |
|
|
2022
Q1 | $3.85M | Buy |
23,668
+1,250
| +6% | +$204K | 0.51% | 45 |
|
|
2021
Q4 | $2.63M | Buy |
22,418
+2,740
| +14% | +$322K | 0.35% | 49 |
|
|
2021
Q3 | $2M | Sell |
19,678
-302
| -2% | -$30.6K | 0.3% | 52 |
|
|
2021
Q2 | $2.09M | Sell |
19,980
-100
| -0.5% | -$10.5K | 0.32% | 50 |
|
|
2021
Q1 | $2.1M | Sell |
20,080
-589
| -3% | -$61.7K | 0.34% | 50 |
|
|
2020
Q4 | $1.75M | Sell |
20,669
-700
| -3% | -$59.1K | 0.29% | 49 |
|
|
2020
Q3 | $1.54M | Sell |
21,369
-620
| -3% | -$44.7K | 0.3% | 47 |
|
|
2020
Q2 | $1.96M | Buy |
21,989
+74
| +0.3% | +$6.6K | 0.4% | 45 |
|
|
2020
Q1 | $1.59M | Sell |
21,915
-290
| -1% | -$21K | 0.39% | 43 |
|
|
2019
Q4 | $2.68M | Sell |
22,205
-2,343
| -10% | -$282K | 0.53% | 41 |
|
|
2019
Q3 | $2.91M | Buy |
24,548
+350
| +1% | +$41.5K | 0.62% | 37 |
|
|
2019
Q2 | $3.01M | Hold |
24,198
| – | – | 0.69% | 36 |
|
|
2019
Q1 | $2.98M | Sell |
24,198
-85
| -0.4% | -$10.5K | 0.68% | 38 |
|
|
2018
Q4 | $2.64M | Sell |
24,283
-2,700
| -10% | -$294K | 0.69% | 37 |
|
|
2018
Q3 | $3.3M | Sell |
26,983
-477
| -2% | -$58.3K | 0.75% | 37 |
|
|
2018
Q2 | $3.47M | Sell |
27,460
-150
| -0.5% | -$19K | 0.84% | 36 |
|
|
2018
Q1 | $3.15M | Sell |
27,610
-150
| -0.5% | -$17.1K | 0.73% | 38 |
|
|
2017
Q4 | $3.48M | Sell |
27,760
-250
| -0.9% | -$31.3K | 0.79% | 37 |
|
|
2017
Q3 | $3.29M | Sell |
28,010
-500
| -2% | -$58.7K | 0.79% | 35 |
|
|
2017
Q2 | $2.97M | Buy |
28,510
+590
| +2% | +$61.5K | 0.76% | 34 |
|
|
2017
Q1 | $3M | Buy |
27,920
+175
| +0.6% | +$18.8K | 0.77% | 36 |
|
|
2016
Q4 | $3.27M | Sell |
27,745
-15,716
| -36% | -$1.85M | 0.9% | 32 |
|
|
2016
Q3 | $5.67M | Buy |
43,461
+13,466
| +45% | +$1.76M | 1.83% | 25 |
|
|
2016
Q2 | $3.14M | Sell |
29,995
-850
| -3% | -$89.1K | 0.91% | 33 |
|
|
2016
Q1 | $2.94M | Sell |
30,845
-365
| -1% | -$34.8K | 0.93% | 31 |
|
|
2015
Q4 | $2.81M | Sell |
31,210
-1,114
| -3% | -$100K | 0.99% | 31 |
|
|
2015
Q3 | $2.55M | Sell |
32,324
-9,050
| -22% | -$714K | 0.92% | 34 |
|
|
2015
Q2 | $3.99M | Sell |
41,374
-1,125
| -3% | -$109K | 1.33% | 30 |
|
|
2015
Q1 | $4.46M | Buy |
42,499
+775
| +2% | +$81.4K | 1.49% | 27 |
|
|
2014
Q4 | $4.68M | Sell |
41,724
-1,665
| -4% | -$187K | 1.56% | 23 |
|
|
2014
Q3 | $5.18M | Sell |
43,389
-72
| -0.2% | -$8.59K | 1.7% | 24 |
|
|
2014
Q2 | $5.67M | Sell |
43,461
-2,370
| -5% | -$309K | 1.83% | 25 |
|
|
2014
Q1 | $5.45M | Buy |
45,831
+852
| +2% | +$101K | 1.9% | 23 |
|
|
2013
Q4 | $5.62M | Sell |
44,979
-163
| -0.4% | -$20.4K | 1.99% | 24 |
|
|
2013
Q3 | $5.49M | Sell |
45,142
-275
| -0.6% | -$33.4K | 2.06% | 23 |
|
|
2013
Q2 | $5.38M | Buy |
+45,417
| New | +$5.38M | 2.14% | 22 |
|