Mendel Money Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73M | Sell |
12,098
-53
| -0.4% | -$7.59K | 0.77% | 38 |
|
|
2025
Q1 | $2.03M | Sell |
12,151
-66
| -0.5% | -$11K | 0.96% | 37 |
|
|
2024
Q4 | $1.77M | Sell |
12,217
-225
| -2% | -$32.6K | 0.79% | 39 |
|
|
2024
Q3 | $1.83M | Sell |
12,442
-221
| -2% | -$32.5K | 0.79% | 38 |
|
|
2024
Q2 | $1.98M | Sell |
12,663
-328
| -3% | -$51.3K | 0.93% | 35 |
|
|
2024
Q1 | $2.05M | Sell |
12,991
-120
| -0.9% | -$18.9K | 0.95% | 35 |
|
|
2023
Q4 | $1.96M | Buy |
13,111
+682
| +5% | +$102K | 0.94% | 34 |
|
|
2023
Q3 | $2.1M | Sell |
12,429
-511
| -4% | -$86.2K | 1.12% | 30 |
|
|
2023
Q2 | $2.04M | Sell |
12,940
-1,522
| -11% | -$239K | 1.05% | 33 |
|
|
2023
Q1 | $2.36M | Sell |
14,462
-234
| -2% | -$38.2K | 1.27% | 28 |
|
|
2022
Q4 | $2.64M | Sell |
14,696
-171
| -1% | -$30.7K | 1.5% | 25 |
|
|
2022
Q3 | $2.14M | Buy |
14,867
+1,300
| +10% | +$187K | 1.33% | 27 |
|
|
2022
Q2 | $1.96M | Sell |
13,567
-3,617
| -21% | -$524K | 1.17% | 30 |
|
|
2022
Q1 | $2.8M | Buy |
17,184
+5,690
| +50% | +$926K | 1.37% | 29 |
|
|
2021
Q4 | $1.35M | Sell |
11,494
-1,958
| -15% | -$230K | 0.78% | 31 |
|
|
2021
Q3 | $1.37M | Sell |
13,452
-674
| -5% | -$68.4K | 0.85% | 31 |
|
|
2021
Q2 | $1.48M | Sell |
14,126
-1,259
| -8% | -$132K | 0.93% | 31 |
|
|
2021
Q1 | $1.61M | Sell |
15,385
-778
| -5% | -$81.5K | 1.05% | 30 |
|
|
2020
Q4 | $1.37M | Buy |
16,163
+21
| +0.1% | +$1.77K | 0.96% | 28 |
|
|
2020
Q3 | $1.16M | Buy |
16,142
+762
| +5% | +$54.9K | 0.91% | 28 |
|
|
2020
Q2 | $1.37M | Buy |
+15,380
| New | +$1.37M | 1.21% | 26 |
|
|
2019
Q4 | $2.43M | Sell |
20,195
-290
| -1% | -$35K | 2.11% | 23 |
|
|
2019
Q3 | $2.43M | Buy |
20,485
+783
| +4% | +$92.9K | 2.25% | 21 |
|
|
2019
Q2 | $2.45M | Buy |
+19,702
| New | +$2.45M | 2.35% | 20 |
|
|
2018
Q3 | $2.5M | Buy |
+20,473
| New | +$2.5M | 2.43% | 18 |
|
|
2017
Q4 | $2.75M | Buy |
+21,944
| New | +$2.75M | 2.64% | 20 |
|
|
2015
Q2 | $2.75M | Sell |
28,512
-75
| -0.3% | -$7.24K | 2.56% | 19 |
|
|
2015
Q1 | $3M | Buy |
28,587
+480
| +2% | +$50.4K | 2.79% | 17 |
|
|
2014
Q4 | $3.15M | Buy |
28,107
+6,515
| +30% | +$731K | 2.96% | 18 |
|
|
2014
Q3 | $2.58M | Buy |
+21,592
| New | +$2.58M | 2.52% | 21 |
|