Michael J. Puzo’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.62M | Sell |
46,264
-1,757
| -4% | -$252K | 1.89% | 26 |
|
|
2025
Q1 | $8.03M | Buy |
48,021
+616
| +1% | +$103K | 2.3% | 22 |
|
|
2024
Q4 | $6.87M | Sell |
47,405
-3,098
| -6% | -$449K | 1.92% | 26 |
|
|
2024
Q3 | $7.44M | Buy |
50,503
+662
| +1% | +$97.5K | 1.94% | 26 |
|
|
2024
Q2 | $7.8M | Sell |
49,841
-638
| -1% | -$99.8K | 2.16% | 24 |
|
|
2024
Q1 | $7.96M | Buy |
50,479
+3,853
| +8% | +$608K | 2.21% | 23 |
|
|
2023
Q4 | $6.95M | Buy |
46,626
+1,565
| +3% | +$233K | 2.21% | 25 |
|
|
2023
Q3 | $7.6M | Buy |
45,061
+1,406
| +3% | +$237K | 2.58% | 18 |
|
|
2023
Q2 | $6.87M | Buy |
43,655
+12
| +0% | +$1.89K | 2.17% | 21 |
|
|
2023
Q1 | $7.12M | Sell |
43,643
-1,477
| -3% | -$241K | 2.38% | 19 |
|
|
2022
Q4 | $8.1M | Sell |
45,120
-55
| -0.1% | -$9.87K | 2.92% | 14 |
|
|
2022
Q3 | $6.49M | Sell |
45,175
-180
| -0.4% | -$25.9K | 2.47% | 16 |
|
|
2022
Q2 | $6.57M | Sell |
45,355
-330
| -0.7% | -$47.8K | 2.33% | 17 |
|
|
2022
Q1 | $7.44M | Sell |
45,685
-110
| -0.2% | -$17.9K | 2.24% | 20 |
|
|
2021
Q4 | $5.38M | Buy |
45,795
+420
| +0.9% | +$49.3K | 1.52% | 30 |
|
|
2021
Q3 | $4.6M | Buy |
45,375
+1,550
| +4% | +$157K | 1.46% | 30 |
|
|
2021
Q2 | $4.59M | Sell |
43,825
-130
| -0.3% | -$13.6K | 1.43% | 31 |
|
|
2021
Q1 | $4.61M | Buy |
43,955
+644
| +1% | +$67.5K | 1.47% | 30 |
|
|
2020
Q4 | $3.66M | Sell |
43,311
-5,120
| -11% | -$432K | 1.19% | 34 |
|
|
2020
Q3 | $3.49M | Buy |
48,431
+4,560
| +10% | +$328K | 1.24% | 32 |
|
|
2020
Q2 | $3.92M | Sell |
43,871
-158
| -0.4% | -$14.1K | 1.46% | 31 |
|
|
2020
Q1 | $3.19M | Buy |
44,029
+4,593
| +12% | +$333K | 1.4% | 30 |
|
|
2019
Q4 | $4.75M | Buy |
39,436
+2,085
| +6% | +$251K | 1.7% | 26 |
|
|
2019
Q3 | $4.43M | Buy |
37,351
+6,129
| +20% | +$727K | 1.67% | 25 |
|
|
2019
Q2 | $3.88M | Buy |
31,222
+1,890
| +6% | +$235K | 1.44% | 27 |
|
|
2019
Q1 | $3.61M | Buy |
29,332
+2,030
| +7% | +$250K | 1.41% | 27 |
|
|
2018
Q4 | $2.97M | Buy |
27,302
+2,245
| +9% | +$244K | 1.32% | 28 |
|
|
2018
Q3 | $3.06M | Buy |
25,057
+475
| +2% | +$58.1K | 1.16% | 30 |
|
|
2018
Q2 | $3.11M | Sell |
24,582
-440
| -2% | -$55.6K | 1.32% | 28 |
|
|
2018
Q1 | $2.85M | Buy |
25,022
+1,900
| +8% | +$217K | 1.21% | 31 |
|
|
2017
Q4 | $2.9M | Buy |
23,122
+316
| +1% | +$39.6K | 1.19% | 30 |
|
|
2017
Q3 | $2.68M | Hold |
22,806
| – | – | 1.39% | 27 |
|
|
2017
Q2 | $2.38M | Sell |
22,806
-976
| -4% | -$102K | 1.28% | 29 |
|
|
2017
Q1 | $2.55M | Sell |
23,782
-400
| -2% | -$43K | 1.42% | 28 |
|
|
2016
Q4 | $2.85M | Sell |
24,182
-2,717
| -10% | -$320K | 1.65% | 21 |
|
|
2016
Q3 | $2.77M | Buy |
26,899
+7,299
| +37% | +$751K | 1.6% | 22 |
|
|
2016
Q2 | $2.06M | Sell |
19,600
-350
| -2% | -$36.7K | 1.36% | 28 |
|
|
2016
Q1 | $1.9M | Buy |
19,950
+494
| +3% | +$47.1K | 1.26% | 29 |
|
|
2015
Q4 | $1.75M | Sell |
19,456
-11,430
| -37% | -$1.03M | 1.22% | 30 |
|
|
2015
Q3 | $2.44M | Sell |
30,886
-5,395
| -15% | -$426K | 1.73% | 21 |
|
|
2015
Q2 | $3.5M | Buy |
36,281
+195
| +0.5% | +$18.8K | 2.26% | 16 |
|
|
2015
Q1 | $3.79M | Buy |
36,086
+1,010
| +3% | +$106K | 2.42% | 14 |
|
|
2014
Q4 | $3.94M | Sell |
35,076
-2,180
| -6% | -$245K | 2.58% | 13 |
|
|
2014
Q3 | $4.45M | Sell |
37,256
-63
| -0.2% | -$7.52K | 3.05% | 10 |
|
|
2014
Q2 | $4.87M | Buy |
37,319
+1,549
| +4% | +$202K | 3.38% | 8 |
|
|
2014
Q1 | $4.25M | Buy |
35,770
+1,016
| +3% | +$121K | 3.06% | 10 |
|
|
2013
Q4 | $4.34M | Buy |
34,754
+1,410
| +4% | +$176K | 3.17% | 10 |
|
|
2013
Q3 | $4.05M | Buy |
33,344
+1,692
| +5% | +$206K | 3.39% | 8 |
|
|
2013
Q2 | $3.75M | Buy |
+31,652
| New | +$3.75M | 3.29% | 9 |
|