Needham 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	$1.18M	Sell	8,250 -500	-6%	-$71.6K	0.09%	120
2025 Q1	$1.46M	Sell	8,750 -250	-3%	-$41.8K	0.14%	110
2024 Q4	$1.3M	Hold	9,000	–	–	0.1%	123
2024 Q3	$1.33M	Hold	9,000	–	–	0.1%	118
2024 Q2	$1.41M	Hold	9,000	–	–	0.12%	121
2024 Q1	$1.42M	Hold	9,000	–	–	0.13%	110
2023 Q4	$1.34M	Hold	9,000	–	–	0.17%	105
2023 Q3	$1.52M	Hold	9,000	–	–	0.26%	81
2023 Q2	$1.42M	Hold	9,000	–	–	0.23%	78
2023 Q1	$1.47M	Hold	9,000	–	–	0.25%	81
2022 Q4	$1.62M	Hold	9,000	–	–	0.29%	73
2022 Q3	$1.29M	Hold	9,000	–	–	0.25%	80
2022 Q2	$1.3M	Hold	9,000	–	–	0.24%	80
2022 Q1	$1.47M	Hold	9,000	–	–	0.21%	82
2021 Q4	$1.06M	Hold	9,000	–	–	0.13%	89
2021 Q3	$913K	Hold	9,000	–	–	0.12%	95
2021 Q2	$943K	Hold	9,000	–	–	0.14%	89
2021 Q1	$943K	Buy	9,000 +5,000	+125%	+$524K	0.13%	93
2020 Q4	$338K	Hold	4,000	–	–	0.06%	104
2020 Q3	$288K	Hold	4,000	–	–	0.06%	102
2020 Q2	$357K	Hold	4,000	–	–	0.08%	87
2020 Q1	$290K	Hold	4,000	–	–	0.08%	97
2019 Q4	$482K	Hold	4,000	–	–	0.13%	82
2019 Q3	$474K	Hold	4,000	–	–	0.15%	67
2019 Q2	$498K	Buy	+4,000	New	+$498K	0.16%	68