Mark Sheptoff Financial Planning’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $117K | Buy |
818
+73
| +10% | +$10.5K | 0.06% | 112 |
|
|
2025
Q1 | $125K | Hold |
745
| – | – | 0.07% | 105 |
|
|
2024
Q4 | $108K | Hold |
745
| – | – | 0.06% | 116 |
|
|
2024
Q3 | $110K | Hold |
745
| – | – | 0.06% | 117 |
|
|
2024
Q2 | $117K | Buy |
745
+45
| +6% | +$7.04K | 0.07% | 121 |
|
|
2024
Q1 | $110K | Sell |
700
-100
| -13% | -$15.8K | 0.06% | 123 |
|
|
2023
Q4 | $119K | Hold |
800
| – | – | 0.07% | 115 |
|
|
2023
Q3 | $135K | Hold |
800
| – | – | 0.09% | 101 |
|
|
2023
Q2 | $126K | Buy |
800
+200
| +33% | +$31.5K | 0.07% | 107 |
|
|
2023
Q1 | $97.9K | Hold |
600
| – | – | 0.06% | 115 |
|
|
2022
Q4 | $108K | Hold |
600
| – | – | 0.06% | 108 |
|
|
2022
Q3 | $86K | Hold |
600
| – | – | 0.05% | 115 |
|
|
2022
Q2 | $87K | Hold |
600
| – | – | 0.05% | 126 |
|
|
2022
Q1 | $98K | Sell |
600
-70
| -10% | -$11.4K | 0.05% | 136 |
|
|
2021
Q4 | $79K | Hold |
670
| – | – | 0.04% | 149 |
|
|
2021
Q3 | $68K | Hold |
670
| – | – | 0.04% | 154 |
|
|
2021
Q2 | $70K | Sell |
670
-230
| -26% | -$24K | 0.04% | 158 |
|
|
2021
Q1 | $94K | Buy |
900
+300
| +50% | +$31.3K | 0.05% | 130 |
|
|
2020
Q4 | $51K | Buy |
600
+50
| +9% | +$4.25K | 0.03% | 157 |
|
|
2020
Q3 | $40K | Sell |
550
-7,208
| -93% | -$524K | 0.02% | 156 |
|
|
2020
Q2 | $692K | Buy |
7,758
+3,556
| +85% | +$317K | 0.45% | 41 |
|
|
2020
Q1 | $304K | Buy |
4,202
+4,052
| +2,701% | +$293K | 0.23% | 63 |
|
|
2019
Q4 | $18K | Buy |
+150
| New | +$18K | 0.01% | 229 |
|
|
2018
Q4 | – | Sell |
-1,128
| Closed | -$138K | – | 332 |
|
|
2018
Q3 | $138K | Buy |
1,128
+778
| +222% | +$95.2K | 0.09% | 114 |
|
|
2018
Q2 | $44K | Hold |
350
| – | – | 0.03% | 167 |
|
|
2018
Q1 | $40K | Hold |
350
| – | – | 0.03% | 175 |
|
|
2017
Q4 | $44K | Hold |
350
| – | – | 0.03% | 177 |
|
|
2017
Q3 | $41K | Hold |
350
| – | – | 0.03% | 186 |
|
|
2017
Q2 | $37K | Sell |
350
-601
| -63% | -$63.5K | 0.03% | 190 |
|
|
2017
Q1 | $102K | Buy |
951
+1
| +0.1% | +$107 | 0.07% | 140 |
|
|
2016
Q4 | $112K | Hold |
950
| – | – | 0.08% | 133 |
|
|
2016
Q3 | $98K | Sell |
950
-44
| -4% | -$4.54K | 0.07% | 130 |
|
|
2016
Q2 | $104K | Sell |
994
-56
| -5% | -$5.86K | 0.08% | 124 |
|
|
2016
Q1 | $100K | Hold |
1,050
| – | – | 0.08% | 123 |
|
|
2015
Q4 | $94K | Buy |
1,050
+600
| +133% | +$53.7K | 0.08% | 137 |
|
|
2015
Q3 | $35K | Sell |
450
-2,737
| -86% | -$213K | 0.03% | 181 |
|
|
2015
Q2 | $307K | Sell |
3,187
-623
| -16% | -$60K | 0.25% | 80 |
|
|
2015
Q1 | $400K | Buy |
3,810
+1,204
| +46% | +$126K | 0.33% | 69 |
|
|
2014
Q4 | $292K | Sell |
2,606
-3,215
| -55% | -$360K | 0.26% | 84 |
|
|
2014
Q3 | $695K | Buy |
5,821
+4
| +0.1% | +$478 | 0.61% | 46 |
|
|
2014
Q2 | $759K | Sell |
5,817
-597
| -9% | -$77.9K | 0.65% | 47 |
|
|
2014
Q1 | $763K | Buy |
+6,414
| New | +$763K | 0.68% | 45 |
|