Nancy E. Dempze’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 | Buy |
12,071
+146
| +1% | +$20.9K | 1% | 32 |
|
|
2025
Q1 | $1.99M | Buy |
11,925
+2,570
| +27% | +$430K | 1.2% | 30 |
|
|
2024
Q4 | $1.35M | Buy |
9,355
+258
| +3% | +$37.4K | 0.78% | 40 |
|
|
2024
Q3 | $1.34M | Sell |
9,097
-135
| -1% | -$19.9K | 0.75% | 42 |
|
|
2024
Q2 | $1.44M | Buy |
9,232
+3,415
| +59% | +$534K | 0.99% | 31 |
|
|
2024
Q1 | $918K | Buy |
5,817
+805
| +16% | +$127K | 0.7% | 36 |
|
|
2023
Q4 | $748K | Buy |
5,012
+395
| +9% | +$58.9K | 0.63% | 38 |
|
|
2023
Q3 | $779K | Buy |
4,617
+300
| +7% | +$50.6K | 0.7% | 35 |
|
|
2023
Q2 | $679K | Buy |
4,317
+769
| +22% | +$121K | 0.58% | 40 |
|
|
2023
Q1 | $579K | Sell |
3,548
-285
| -7% | -$46.5K | 0.53% | 43 |
|
|
2022
Q4 | $688K | Buy |
3,833
+103
| +3% | +$18.5K | 0.67% | 40 |
|
|
2022
Q3 | $535K | Sell |
3,730
-75
| -2% | -$10.8K | 0.57% | 45 |
|
|
2022
Q2 | $552K | Sell |
3,805
-1,256
| -25% | -$182K | 0.55% | 45 |
|
|
2022
Q1 | $824K | Sell |
5,061
-119
| -2% | -$19.4K | 0.6% | 44 |
|
|
2021
Q4 | $608K | Buy |
5,180
+206
| +4% | +$24.2K | 0.41% | 53 |
|
|
2021
Q3 | $505K | Hold |
4,974
| – | – | 0.4% | 52 |
|
|
2021
Q2 | $520K | Sell |
4,974
-6
| -0.1% | -$627 | 0.44% | 45 |
|
|
2021
Q1 | $523K | Buy |
4,980
+100
| +2% | +$10.5K | 0.46% | 43 |
|
|
2020
Q4 | $412K | Sell |
4,880
-2,595
| -35% | -$219K | 0.38% | 49 |
|
|
2020
Q3 | $539K | Buy |
7,475
+2,325
| +45% | +$168K | 0.55% | 42 |
|
|
2020
Q2 | $460K | Buy |
5,150
+1,325
| +35% | +$118K | 0.51% | 41 |
|
|
2020
Q1 | $277K | Buy |
3,825
+265
| +7% | +$19.2K | 0.37% | 53 |
|
|
2019
Q4 | $429K | Buy |
3,560
+275
| +8% | +$33.1K | 0.47% | 42 |
|
|
2019
Q3 | $389K | Buy |
3,285
+1,265
| +63% | +$150K | 0.47% | 46 |
|
|
2019
Q2 | $251K | Buy |
2,020
+130
| +7% | +$16.2K | 0.29% | 57 |
|
|
2019
Q1 | $232K | Buy |
+1,890
| New | +$232K | 0.27% | 65 |
|
|
2016
Q3 | – | Sell |
-3,455
| Closed | -$362K | – | 79 |
|
|
2016
Q2 | $362K | Sell |
3,455
-400
| -10% | -$41.9K | 0.64% | 50 |
|
|
2016
Q1 | $368K | Hold |
3,855
| – | – | 0.65% | 51 |
|
|
2015
Q4 | $347K | Buy |
+3,855
| New | +$347K | 0.67% | 54 |
|