Moseley Investment 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 | $1.61M | Sell |
11,255
-48
| -0.4% | -$6.87K | 0.56% | 46 |
|
2025
Q1 | $1.89M | Buy |
11,303
+626
| +6% | +$105K | 0.74% | 38 |
|
2024
Q4 | $1.55M | Buy |
10,677
+3
| +0% | +$435 | 0.6% | 42 |
|
2024
Q3 | $1.57M | Sell |
10,674
-122
| -1% | -$18K | 0.63% | 40 |
|
2024
Q2 | $1.69M | Buy |
10,796
+142
| +1% | +$22.2K | 0.78% | 33 |
|
2024
Q1 | $1.68M | Sell |
10,654
-534
| -5% | -$84.2K | 0.83% | 32 |
|
2023
Q4 | $1.67M | Buy |
11,188
+1,806
| +19% | +$269K | 0.93% | 26 |
|
2023
Q3 | $1.58M | Buy |
9,382
+281
| +3% | +$47.4K | 0.95% | 25 |
|
2023
Q2 | $1.43M | Buy |
9,101
+792
| +10% | +$125K | 0.84% | 29 |
|
2023
Q1 | $1.36M | Buy |
8,309
+506
| +6% | +$82.6K | 0.88% | 30 |
|
2022
Q4 | $1.4M | Buy |
7,803
+190
| +2% | +$34.1K | 1% | 28 |
|
2022
Q3 | $1.09M | Sell |
7,613
-318
| -4% | -$45.7K | 0.8% | 35 |
|
2022
Q2 | $1.15M | Buy |
7,931
+449
| +6% | +$65K | 0.8% | 36 |
|
2022
Q1 | $1.22M | Sell |
7,482
-1,039
| -12% | -$169K | 0.66% | 43 |
|
2021
Q4 | $1M | Buy |
8,521
+746
| +10% | +$87.5K | 0.45% | 63 |
|
2021
Q3 | $811K | Sell |
7,775
-198
| -2% | -$20.7K | 0.41% | 76 |
|
2021
Q2 | $835K | Buy |
7,973
+410
| +5% | +$42.9K | 0.41% | 73 |
|
2021
Q1 | $792K | Sell |
7,563
-85
| -1% | -$8.9K | 0.44% | 68 |
|
2020
Q4 | $646K | Buy |
7,648
+920
| +14% | +$77.7K | 0.38% | 75 |
|
2020
Q3 | $484K | Sell |
6,728
-2,015
| -23% | -$145K | 0.34% | 74 |
|
2020
Q2 | $780K | Buy |
8,743
+264
| +3% | +$23.6K | 0.65% | 48 |
|
2020
Q1 | $614K | Buy |
8,479
+1,531
| +22% | +$111K | 0.72% | 46 |
|
2019
Q4 | $837K | Sell |
6,948
-190
| -3% | -$22.9K | 0.82% | 43 |
|
2019
Q3 | $847K | Sell |
7,138
-3,651
| -34% | -$433K | 0.89% | 37 |
|
2019
Q2 | $1.34M | Buy |
10,789
+630
| +6% | +$78.4K | 1.25% | 22 |
|
2019
Q1 | $1.25M | Buy |
+10,159
| New | +$1.25M | 1.3% | 18 |
|