Middleton & 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 | $2.25M | Sell |
15,728
-2,240
| -12% | -$321K | 0.25% | 69 |
|
|
2025
Q1 | $3.01M | Sell |
17,968
-3,014
| -14% | -$504K | 0.35% | 63 |
|
|
2024
Q4 | $3.04M | Buy |
20,982
+148
| +0.7% | +$21.4K | 0.34% | 63 |
|
|
2024
Q3 | $3.07M | Sell |
20,834
-90
| -0.4% | -$13.3K | 0.34% | 64 |
|
|
2024
Q2 | $3.27M | Buy |
20,924
+212
| +1% | +$33.2K | 0.38% | 60 |
|
|
2024
Q1 | $3.27M | Hold |
20,712
| – | – | 0.38% | 61 |
|
|
2023
Q4 | $3.09M | Sell |
20,712
-1,835
| -8% | -$274K | 0.39% | 60 |
|
|
2023
Q3 | $3.8M | Buy |
22,547
+755
| +3% | +$127K | 0.53% | 55 |
|
|
2023
Q2 | $3.43M | Buy |
21,792
+1,895
| +10% | +$298K | 0.45% | 60 |
|
|
2023
Q1 | $3.25M | Sell |
19,897
-110
| -0.5% | -$17.9K | 0.47% | 58 |
|
|
2022
Q4 | $3.59M | Sell |
20,007
-225
| -1% | -$40.4K | 0.53% | 58 |
|
|
2022
Q3 | $2.91M | Buy |
20,232
+100
| +0.5% | +$14.4K | 0.44% | 61 |
|
|
2022
Q2 | $2.92M | Sell |
20,132
-520
| -3% | -$75.3K | 0.37% | 66 |
|
|
2022
Q1 | $3.36M | Buy |
20,652
+85
| +0.4% | +$13.8K | 0.36% | 66 |
|
|
2021
Q4 | $2.41M | Sell |
20,567
-672
| -3% | -$78.9K | 0.24% | 76 |
|
|
2021
Q3 | $2.16M | Sell |
21,239
-3,115
| -13% | -$316K | 0.23% | 77 |
|
|
2021
Q2 | $2.55M | Sell |
24,354
-3,890
| -14% | -$407K | 0.28% | 73 |
|
|
2021
Q1 | $2.96M | Buy |
28,244
+652
| +2% | +$68.3K | 0.33% | 70 |
|
|
2020
Q4 | $2.33M | Sell |
27,592
-4,734
| -15% | -$400K | 0.28% | 73 |
|
|
2020
Q3 | $2.33M | Sell |
32,326
-975
| -3% | -$70.2K | 0.31% | 70 |
|
|
2020
Q2 | $2.97M | Sell |
33,301
-590
| -2% | -$52.6K | 0.43% | 58 |
|
|
2020
Q1 | $2.46M | Sell |
33,891
-1,336
| -4% | -$96.8K | 0.43% | 58 |
|
|
2019
Q4 | $4.25M | Sell |
35,227
-1,356
| -4% | -$163K | 0.6% | 54 |
|
|
2019
Q3 | $4.34M | Sell |
36,583
-709
| -2% | -$84.1K | 0.67% | 52 |
|
|
2019
Q2 | $4.64M | Sell |
37,292
-1,940
| -5% | -$241K | 0.72% | 52 |
|
|
2019
Q1 | $4.83M | Sell |
39,232
-25
| -0.1% | -$3.08K | 0.77% | 48 |
|
|
2018
Q4 | $4.27M | Sell |
39,257
-1,665
| -4% | -$181K | 0.79% | 46 |
|
|
2018
Q3 | $5M | Buy |
40,922
+1,309
| +3% | +$160K | 0.78% | 46 |
|
|
2018
Q2 | $5.01M | Buy |
39,613
+1,748
| +5% | +$221K | 0.86% | 43 |
|
|
2018
Q1 | $4.32M | Sell |
37,865
-2,245
| -6% | -$256K | 0.77% | 47 |
|
|
2017
Q4 | $5.02M | Sell |
40,110
-1,710
| -4% | -$214K | 0.84% | 47 |
|
|
2017
Q3 | $4.91M | Buy |
41,820
+3,217
| +8% | +$378K | 0.89% | 42 |
|
|
2017
Q2 | $4.03M | Sell |
38,603
-450
| -1% | -$46.9K | 0.86% | 44 |
|
|
2017
Q1 | $4.19M | Buy |
39,053
+2,795
| +8% | +$300K | 0.92% | 41 |
|
|
2016
Q4 | $4.27M | Buy |
36,258
+13,100
| +57% | +$1.54M | 0.96% | 36 |
|
|
2016
Q3 | $2.38M | Sell |
23,158
-6,005
| -21% | -$618K | 0.53% | 58 |
|
|
2016
Q2 | $3.06M | Sell |
29,163
-2,278
| -7% | -$239K | 0.7% | 46 |
|
|
2016
Q1 | $3M | Sell |
31,441
-9,825
| -24% | -$937K | 0.7% | 44 |
|
|
2015
Q4 | $3.71M | Sell |
41,266
-2,274
| -5% | -$205K | 0.83% | 44 |
|
|
2015
Q3 | $3.44M | Sell |
43,540
-12,918
| -23% | -$1.02M | 0.81% | 44 |
|
|
2015
Q2 | $5.45M | Sell |
56,458
-1,249
| -2% | -$120K | 1.18% | 36 |
|
|
2015
Q1 | $6.06M | Sell |
57,707
-51
| -0.1% | -$5.35K | 1.32% | 29 |
|
|
2014
Q4 | $6.48M | Sell |
57,758
-382
| -0.7% | -$42.9K | 1.45% | 23 |
|
|
2014
Q3 | $6.94M | Buy |
58,140
+525
| +0.9% | +$62.6K | 1.63% | 20 |
|
|
2014
Q2 | $7.52M | Buy |
57,615
+2,861
| +5% | +$373K | 1.71% | 19 |
|
|
2014
Q1 | $6.51M | Sell |
54,754
-7,577
| -12% | -$901K | 1.52% | 22 |
|
|
2013
Q4 | $7.79M | Sell |
62,331
-70
| -0.1% | -$8.74K | 2.04% | 18 |
|
|
2013
Q3 | $7.58M | Buy |
62,401
+375
| +0.6% | +$45.6K | 1.99% | 12 |
|
|
2013
Q2 | $7.34M | Buy |
+62,026
| New | +$7.34M | 2.15% | 7 |
|