Meridian Investment Counsel’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.98M | Buy |
55,754
+429
| +0.8% | +$61.4K | 2.17% | 4 |
|
|
2025
Q1 | $9.26M | Buy |
55,325
+10
| +0% | +$1.67K | 2.72% | 4 |
|
|
2024
Q4 | $8.01M | Sell |
55,315
-100
| -0.2% | -$14.5K | 2.39% | 5 |
|
|
2024
Q3 | $8.16M | Buy |
55,415
+8
| +0% | +$1.18K | 2.47% | 5 |
|
|
2024
Q2 | $8.67M | Sell |
55,407
-50
| -0.1% | -$7.82K | 2.74% | 5 |
|
|
2024
Q1 | $8.75M | Sell |
55,457
-8,061
| -13% | -$1.27M | 2.91% | 4 |
|
|
2023
Q4 | $9.47M | Buy |
63,518
+650
| +1% | +$97K | 3.25% | 5 |
|
|
2023
Q3 | $10.6M | Sell |
62,868
-118
| -0.2% | -$19.9K | 3.97% | 2 |
|
|
2023
Q2 | $9.91M | Buy |
62,986
+2,992
| +5% | +$471K | 3.53% | 5 |
|
|
2023
Q1 | $9.79M | Hold |
59,994
| – | – | 3.72% | 3 |
|
|
2022
Q4 | $10.8M | Sell |
59,994
-961
| -2% | -$172K | 4.3% | 1 |
|
|
2022
Q3 | $8.76M | Buy |
60,955
+175
| +0.3% | +$25.1K | 3.9% | 1 |
|
|
2022
Q2 | $8.8M | Hold |
60,780
| – | – | 3.62% | 1 |
|
|
2022
Q1 | $9.9M | Sell |
60,780
-164
| -0.3% | -$26.7K | 3.44% | 4 |
|
|
2021
Q4 | $7.15M | Hold |
60,944
| – | – | 2.38% | 6 |
|
|
2021
Q3 | $6.18M | Sell |
60,944
-20
| -0% | -$2.03K | 2.24% | 7 |
|
|
2021
Q2 | $6.39M | Buy |
60,964
+192
| +0.3% | +$20.1K | 2.25% | 7 |
|
|
2021
Q1 | $6.37M | Hold |
60,772
| – | – | 2.46% | 6 |
|
|
2020
Q4 | $5.13M | Buy |
60,772
+1,803
| +3% | +$152K | 2.17% | 7 |
|
|
2020
Q3 | $4.25M | Buy |
58,969
+950
| +2% | +$68.4K | 2.06% | 11 |
|
|
2020
Q2 | $5.18M | Buy |
58,019
+260
| +0.5% | +$23.2K | 2.64% | 7 |
|
|
2020
Q1 | $4.19M | Buy |
57,759
+2,307
| +4% | +$167K | 2.72% | 5 |
|
|
2019
Q4 | $6.68M | Hold |
55,452
| – | – | 3.3% | 3 |
|
|
2019
Q3 | $6.58M | Hold |
55,452
| – | – | 3.59% | 2 |
|
|
2019
Q2 | $6.9M | Buy |
55,452
+33
| +0.1% | +$4.11K | 3.81% | 2 |
|
|
2019
Q1 | $6.83M | Hold |
55,419
| – | – | 3.99% | 1 |
|
|
2018
Q4 | $6.03M | Sell |
55,419
-100
| -0.2% | -$10.9K | 3.96% | 1 |
|
|
2018
Q3 | $6.79M | Hold |
55,519
| – | – | 3.71% | 1 |
|
|
2018
Q2 | $7.02M | Hold |
55,519
| – | – | 3.96% | 1 |
|
|
2018
Q1 | $6.33M | Sell |
55,519
-10
| -0% | -$1.14K | 3.59% | 1 |
|
|
2017
Q4 | $6.95M | Hold |
55,529
| – | – | 3.76% | 1 |
|
|
2017
Q3 | $6.53M | Hold |
55,529
| – | – | 3.78% | 1 |
|
|
2017
Q2 | $5.79M | Buy |
55,529
+85
| +0.2% | +$8.87K | 3.46% | 1 |
|
|
2017
Q1 | $5.95M | Sell |
55,444
-2,089
| -4% | -$224K | 3.65% | 1 |
|
|
2016
Q4 | $6.77M | Buy |
57,533
+3,000
| +6% | +$353K | 4.52% | 1 |
|
|
2016
Q3 | $5.61M | Sell |
54,533
-3,000
| -5% | -$309K | 3.77% | 1 |
|
|
2016
Q2 | $6.03M | Hold |
57,533
| – | – | 4.1% | 1 |
|
|
2016
Q1 | $5.49M | Sell |
57,533
-95
| -0.2% | -$9.06K | 3.84% | 1 |
|
|
2015
Q4 | $5.18M | Buy |
57,628
+210
| +0.4% | +$18.9K | 3.81% | 1 |
|
|
2015
Q3 | $4.53M | Hold |
57,418
| – | – | 3.71% | 1 |
|
|
2015
Q2 | $5.54M | Hold |
57,418
| – | – | 3.97% | 1 |
|
|
2015
Q1 | $6.03M | Buy |
57,418
+180
| +0.3% | +$18.9K | 4.18% | 1 |
|
|
2014
Q4 | $6.42M | Hold |
57,238
| – | – | 4.65% | 1 |
|
|
2014
Q3 | $6.83M | Hold |
57,238
| – | – | 5.1% | 1 |
|
|
2014
Q2 | $7.47M | Sell |
57,238
-2,680
| -4% | -$350K | 5.76% | 1 |
|
|
2014
Q1 | $7.13M | Sell |
59,918
-180
| -0.3% | -$21.4K | 6.06% | 1 |
|
|
2013
Q4 | $7.51M | Buy |
+60,098
| New | +$7.51M | 6.37% | 1 |
|