Means Investment Company’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.26M | Buy |
43,747
+1,862
| +4% | +$267K | 0.59% | 26 |
|
|
2025
Q1 | $7.01M | Sell |
41,885
-12,880
| -24% | -$2.15M | 0.74% | 23 |
|
|
2024
Q4 | $7.93M | Buy |
54,765
+92
| +0.2% | +$13.3K | 0.83% | 24 |
|
|
2024
Q3 | $8.05M | Sell |
54,673
-433
| -0.8% | -$63.8K | 0.89% | 22 |
|
|
2024
Q2 | $8.62M | Sell |
55,106
-4,654
| -8% | -$728K | 1.03% | 19 |
|
|
2024
Q1 | $9.43M | Sell |
59,760
-5,268
| -8% | -$831K | 1.22% | 17 |
|
|
2023
Q4 | $9.7M | Buy |
65,028
+59
| +0.1% | +$8.8K | 1.4% | 16 |
|
|
2023
Q3 | $11M | Sell |
64,969
-2,636
| -4% | -$444K | 1.79% | 13 |
|
|
2023
Q2 | $10.6M | Sell |
67,605
-376
| -0.6% | -$59.2K | 1.68% | 14 |
|
|
2023
Q1 | $11.1M | Sell |
67,981
-1,314
| -2% | -$214K | 1.95% | 12 |
|
|
2022
Q4 | $12.4M | Buy |
69,295
+1,589
| +2% | +$285K | 2.49% | 8 |
|
|
2022
Q3 | $9.73M | Buy |
67,706
+497
| +0.7% | +$71.4K | 2.11% | 9 |
|
|
2022
Q2 | $9.73M | Buy |
67,209
+810
| +1% | +$117K | 2.06% | 10 |
|
|
2022
Q1 | $10.8M | Buy |
66,399
+2,990
| +5% | +$487K | 1.96% | 10 |
|
|
2021
Q4 | $7.44M | Buy |
63,409
+2,608
| +4% | +$306K | 1.31% | 15 |
|
|
2021
Q3 | $6.17M | Buy |
60,801
+2,544
| +4% | +$258K | 1.22% | 17 |
|
|
2021
Q2 | $6.1M | Buy |
58,257
+3,591
| +7% | +$376K | 1.22% | 18 |
|
|
2021
Q1 | $5.73M | Buy |
54,666
+1,164
| +2% | +$122K | 1.3% | 18 |
|
|
2020
Q4 | $4.92M | Buy |
53,502
+599
| +1% | +$55.1K | 1.12% | 17 |
|
|
2020
Q3 | $3.76M | Buy |
52,903
+4,211
| +9% | +$300K | 1.03% | 19 |
|
|
2020
Q2 | $4.36M | Buy |
48,692
+2,491
| +5% | +$223K | 1.37% | 13 |
|
|
2020
Q1 | $3.9M | Buy |
46,201
+20,111
| +77% | +$1.7M | 1.51% | 12 |
|
|
2019
Q4 | $3.02M | Sell |
26,090
-271
| -1% | -$31.3K | 1.01% | 23 |
|
|
2019
Q3 | $3.21M | Sell |
26,361
-158
| -0.6% | -$19.2K | 1.21% | 18 |
|
|
2019
Q2 | $3.27M | Sell |
26,519
-519
| -2% | -$64K | 1.34% | 15 |
|
|
2019
Q1 | $3.33M | Buy |
27,038
+2,580
| +11% | +$318K | 1.46% | 14 |
|
|
2018
Q4 | $2.66M | Buy |
+24,458
| New | +$2.66M | 1.47% | 17 |
|