McDaniel Terry & Co’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.84M | Buy |
12,838
+4
| +0% | +$573 | 0.15% | 44 |
|
|
2025
Q1 | $2.15M | Buy |
12,834
+4
| +0% | +$669 | 0.19% | 43 |
|
|
2024
Q4 | $1.86M | Buy |
12,830
+4
| +0% | +$579 | 0.15% | 42 |
|
|
2024
Q3 | $1.89M | Buy |
12,826
+304
| +2% | +$44.8K | 0.16% | 43 |
|
|
2024
Q2 | $1.96M | Sell |
12,522
-644
| -5% | -$101K | 0.17% | 41 |
|
|
2024
Q1 | $2.08M | Buy |
13,166
+175
| +1% | +$27.6K | 0.18% | 41 |
|
|
2023
Q4 | $1.94M | Buy |
12,991
+108
| +0.8% | +$16.1K | 0.19% | 41 |
|
|
2023
Q3 | $2.17M | Buy |
12,883
+3,567
| +38% | +$601K | 0.23% | 40 |
|
|
2023
Q2 | $1.47M | Buy |
9,316
+371
| +4% | +$58.4K | 0.15% | 43 |
|
|
2023
Q1 | $1.46M | Buy |
8,945
+40
| +0.4% | +$6.52K | 0.16% | 41 |
|
|
2022
Q4 | $1.6M | Buy |
8,905
+7
| +0.1% | +$1.26K | 0.19% | 38 |
|
|
2022
Q3 | $1.28M | Buy |
8,898
+7
| +0.1% | +$1.01K | 0.17% | 40 |
|
|
2022
Q2 | $1.29M | Sell |
8,891
-348
| -4% | -$50.4K | 0.16% | 39 |
|
|
2022
Q1 | $1.5M | Sell |
9,239
-971
| -10% | -$158K | 0.16% | 40 |
|
|
2021
Q4 | $1.2M | Buy |
10,210
+911
| +10% | +$107K | 0.12% | 45 |
|
|
2021
Q3 | $943K | Buy |
9,299
+9
| +0.1% | +$913 | 0.11% | 43 |
|
|
2021
Q2 | $973K | Buy |
9,290
+9
| +0.1% | +$943 | 0.11% | 43 |
|
|
2021
Q1 | $973K | Buy |
9,281
+8
| +0.1% | +$839 | 0.12% | 41 |
|
|
2020
Q4 | $783K | Buy |
9,273
+1,374
| +17% | +$116K | 0.1% | 44 |
|
|
2020
Q3 | $569K | Buy |
7,899
+11
| +0.1% | +$792 | 0.08% | 49 |
|
|
2020
Q2 | $704K | Sell |
7,888
-17,928
| -69% | -$1.6M | 0.11% | 44 |
|
|
2020
Q1 | $1.87M | Buy |
25,816
+1,294
| +5% | +$93.8K | 0.34% | 29 |
|
|
2019
Q4 | $2.96M | Sell |
24,522
-1,221
| -5% | -$147K | 0.44% | 29 |
|
|
2019
Q3 | $3.05M | Buy |
25,743
+3,765
| +17% | +$447K | 0.49% | 29 |
|
|
2019
Q2 | $2.74M | Buy |
21,978
+3
| +0% | +$373 | 0.45% | 29 |
|
|
2019
Q1 | $2.71M | Buy |
21,975
+69
| +0.3% | +$8.5K | 0.46% | 29 |
|
|
2018
Q4 | $2.38M | Buy |
21,906
+4
| +0% | +$435 | 0.46% | 29 |
|
|
2018
Q3 | $2.68M | Buy |
21,902
+3
| +0% | +$367 | 0.45% | 29 |
|
|
2018
Q2 | $2.77M | Buy |
21,899
+5
| +0% | +$632 | 0.51% | 29 |
|
|
2018
Q1 | $2.5M | Buy |
21,894
+3
| +0% | +$342 | 0.46% | 28 |
|
|
2017
Q4 | $2.74M | Sell |
21,891
-1,647
| -7% | -$206K | 0.48% | 28 |
|
|
2017
Q3 | $2.77M | Sell |
23,538
-130
| -0.5% | -$15.3K | 0.52% | 28 |
|
|
2017
Q2 | $2.47M | Buy |
23,668
+8
| +0% | +$835 | 0.48% | 29 |
|
|
2017
Q1 | $2.54M | Sell |
23,660
-48
| -0.2% | -$5.15K | 0.5% | 28 |
|
|
2016
Q4 | $2.79M | Sell |
23,708
-87
| -0.4% | -$10.2K | 0.58% | 28 |
|
|
2016
Q3 | $2.45M | Buy |
23,795
+1,540
| +7% | +$158K | 0.52% | 27 |
|
|
2016
Q2 | $2.33M | Buy |
22,255
+57
| +0.3% | +$5.98K | 0.52% | 27 |
|
|
2016
Q1 | $2.12M | Sell |
22,198
-187
| -0.8% | -$17.8K | 0.5% | 27 |
|
|
2015
Q4 | $2.01M | Buy |
22,385
+209
| +0.9% | +$18.8K | 0.53% | 27 |
|
|
2015
Q3 | $1.75M | Buy |
22,176
+1,027
| +5% | +$81K | 0.49% | 26 |
|
|
2015
Q2 | $2.04M | Buy |
21,149
+66
| +0.3% | +$6.37K | 0.51% | 27 |
|
|
2015
Q1 | $2.21M | Buy |
21,083
+153
| +0.7% | +$16.1K | 0.54% | 27 |
|
|
2014
Q4 | $2.35M | Sell |
20,930
-119
| -0.6% | -$13.4K | 0.55% | 27 |
|
|
2014
Q3 | $2.51M | Sell |
21,049
-89
| -0.4% | -$10.6K | 0.6% | 27 |
|
|
2014
Q2 | $2.76M | Buy |
21,138
+130
| +0.6% | +$17K | 0.66% | 27 |
|
|
2014
Q1 | $2.5M | Hold |
21,008
| – | – | 0.63% | 28 |
|
|
2013
Q4 | $2.62M | Sell |
21,008
-58
| -0.3% | -$7.24K | 0.66% | 27 |
|
|
2013
Q3 | $2.56M | Buy |
21,066
+158
| +0.8% | +$19.2K | 0.7% | 29 |
|
|
2013
Q2 | $2.47M | Buy |
+20,908
| New | +$2.47M | 0.73% | 29 |
|