Marshall & Sullivan’s Chevron CVX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$110K	Buy	+769	New	+$110K	0.05%	53
2023 Q1	–	Sell	-1,100	Closed	-$197K	–	43
2022 Q4	$197K	Buy	+1,100	New	+$197K	0.12%	39
2022 Q3	–	Sell	-600	Closed	-$86K	–	44
2022 Q2	$86K	Buy	+600	New	+$86K	0.05%	47
2021 Q1	–	Sell	-68	Closed	-$800	–	41
2020 Q4	$800	Sell	68 -732	-92%	-$8.61K	0.08%	49
2020 Q3	$58K	Buy	800 +400	+100%	+$29K	0.04%	47
2020 Q2	$36K	Buy	+400	New	+$36K	0.03%	43
2019 Q2	–	Sell	-1,754	Closed	-$216K	–	42
2019 Q1	$216K	Buy	+1,754	New	+$216K	0.16%	40
2018 Q4	–	Sell	-1,754	Closed	-$214K	–	41
2018 Q3	$214K	Hold	1,754	–	–	0.16%	45
2018 Q2	$222K	Sell	1,754 -71	-4%	-$8.98K	0.21%	42
2018 Q1	$208K	Hold	1,825	–	–	0.17%	44
2017 Q4	$228K	Sell	1,825 -160	-8%	-$20K	0.18%	42
2017 Q3	$230K	Hold	1,985	–	–	0.21%	40
2017 Q2	$207K	Hold	1,985	–	–	0.18%	41
2017 Q1	$213K	Buy	1,985 +160	+9%	+$17.2K	0.18%	42
2016 Q4	$214K	Hold	1,825	–	–	0.26%	38
2016 Q3	$187K	Hold	1,825	–	–	0.24%	38
2016 Q2	$191K	Hold	1,825	–	–	0.25%	37
2016 Q1	$174K	Buy	1,825 +71	+4%	+$6.77K	0.22%	37
2015 Q4	$157K	Hold	1,754	–	–	0.21%	38
2015 Q3	$161K	Sell	1,754 -225	-11%	-$20.7K	0.21%	38
2015 Q2	$191K	Sell	1,979 -75	-4%	-$7.24K	0.26%	36
2015 Q1	$215K	Hold	2,054	–	–	0.28%	37
2014 Q4	$230K	Sell	2,054 -5	-0.2%	-$560	0.29%	37
2014 Q3	$245K	Buy	2,059 +800	+64%	+$95.2K	0.34%	35
2014 Q2	$164K	Buy	+1,259	New	+$164K	0.27%	37