Marietta Investment Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.05M | Hold |
14,346
| – | – | 0.45% | 55 |
|
|
2025
Q1 | $2.4M | Sell |
14,346
-185
| -1% | -$30.9K | 0.58% | 49 |
|
|
2024
Q4 | $2.1M | Sell |
14,531
-440
| -3% | -$63.7K | 0.46% | 52 |
|
|
2024
Q3 | $2.2M | Hold |
14,971
| – | – | 0.47% | 55 |
|
|
2024
Q2 | $2.34M | Hold |
14,971
| – | – | 0.51% | 51 |
|
|
2024
Q1 | $2.36M | Sell |
14,971
-200
| -1% | -$31.5K | 0.52% | 51 |
|
|
2023
Q4 | $2.26M | Hold |
15,171
| – | – | 0.56% | 51 |
|
|
2023
Q3 | $2.56M | Sell |
15,171
-445
| -3% | -$75K | 0.72% | 40 |
|
|
2023
Q2 | $2.46M | Buy |
15,616
+70
| +0.5% | +$11K | 0.64% | 43 |
|
|
2023
Q1 | $2.54M | Sell |
15,546
-42
| -0.3% | -$6.85K | 0.71% | 38 |
|
|
2022
Q4 | $2.8M | Buy |
15,588
+55
| +0.4% | +$9.87K | 0.79% | 34 |
|
|
2022
Q3 | $2.85M | Hold |
15,533
| – | – | 0.85% | 33 |
|
|
2022
Q2 | $2.25M | Buy |
15,533
+52
| +0.3% | +$7.53K | 0.67% | 40 |
|
|
2022
Q1 | $2.52M | Hold |
15,481
| – | – | 0.58% | 46 |
|
|
2021
Q4 | $1.82M | Hold |
15,481
| – | – | 0.38% | 62 |
|
|
2021
Q3 | $1.57M | Sell |
15,481
-302
| -2% | -$30.6K | 0.36% | 65 |
|
|
2021
Q2 | $1.65M | Buy |
15,783
+252
| +2% | +$26.4K | 0.38% | 61 |
|
|
2021
Q1 | $1.63M | Buy |
15,531
+1,040
| +7% | +$109K | 0.4% | 59 |
|
|
2020
Q4 | $1.22M | Buy |
14,491
+1,300
| +10% | +$110K | 0.31% | 67 |
|
|
2020
Q3 | $950K | Sell |
13,191
-146
| -1% | -$10.5K | 0.29% | 67 |
|
|
2020
Q2 | $1.19M | Sell |
13,337
-65
| -0.5% | -$5.8K | 0.4% | 55 |
|
|
2020
Q1 | $971K | Sell |
13,402
-7,065
| -35% | -$512K | 0.42% | 54 |
|
|
2019
Q4 | $2.47M | Buy |
20,467
+3,680
| +22% | +$443K | 0.81% | 35 |
|
|
2019
Q3 | $1.99M | Buy |
16,787
+450
| +3% | +$53.4K | 0.68% | 34 |
|
|
2019
Q2 | $2.03M | Sell |
16,337
-3,203
| -16% | -$399K | 0.67% | 39 |
|
|
2019
Q1 | $2.41M | Sell |
19,540
-1,258
| -6% | -$155K | 0.76% | 45 |
|
|
2018
Q4 | $2.26M | Sell |
20,798
-10,375
| -33% | -$1.13M | 0.87% | 39 |
|
|
2018
Q3 | $3.81M | Sell |
31,173
-23,482
| -43% | -$2.87M | 1.13% | 33 |
|
|
2018
Q2 | $6.91M | Buy |
54,655
+26,494
| +94% | +$3.35M | 2.15% | 15 |
|
|
2018
Q1 | $3.21M | Sell |
28,161
-1,180
| -4% | -$135K | 0.96% | 33 |
|
|
2017
Q4 | $3.67M | Sell |
29,341
-619
| -2% | -$77.5K | 1.04% | 33 |
|
|
2017
Q3 | $3.52M | Sell |
29,960
-98
| -0.3% | -$11.5K | 1.05% | 34 |
|
|
2017
Q2 | $3.14M | Sell |
30,058
-394
| -1% | -$41.1K | 1.01% | 33 |
|
|
2017
Q1 | $3.27M | Buy |
30,452
+2,124
| +7% | +$228K | 1.09% | 31 |
|
|
2016
Q4 | $3.33M | Buy |
28,328
+4,116
| +17% | +$484K | 1.17% | 32 |
|
|
2016
Q3 | $2.49M | Buy |
24,212
+420
| +2% | +$43.2K | 0.81% | 35 |
|
|
2016
Q2 | $2.49M | Buy |
23,792
+4,610
| +24% | +$483K | 0.89% | 35 |
|
|
2016
Q1 | $1.83M | Hold |
19,182
| – | – | 0.76% | 38 |
|
|
2015
Q4 | $1.73M | Sell |
19,182
-110
| -0.6% | -$9.9K | 0.7% | 40 |
|
|
2015
Q3 | $1.82M | Buy |
19,292
+5,505
| +40% | +$520K | 0.71% | 41 |
|
|
2015
Q2 | $1.33M | Hold |
13,787
| – | – | 0.52% | 46 |
|
|
2015
Q1 | $1.45M | Sell |
13,787
-490
| -3% | -$51.4K | 0.57% | 44 |
|
|
2014
Q4 | $1.6M | Sell |
14,277
-1,080
| -7% | -$121K | 0.64% | 42 |
|
|
2014
Q3 | $1.83M | Buy |
15,357
+1,000
| +7% | +$119K | 0.81% | 40 |
|
|
2014
Q2 | $1.87M | Sell |
14,357
-370
| -3% | -$48.3K | 0.78% | 43 |
|
|
2014
Q1 | $1.75M | Sell |
14,727
-1,728
| -11% | -$205K | 0.68% | 46 |
|
|
2013
Q4 | $2.06M | Sell |
16,455
-250
| -1% | -$31.2K | 0.75% | 40 |
|
|
2013
Q3 | $2.03M | Hold |
16,705
| – | – | 0.81% | 39 |
|
|
2013
Q2 | $1.98M | Buy |
+16,705
| New | +$1.98M | 0.85% | 44 |
|