NCM
Nelson Capital Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.26M | Buy |
29,776
+113
| +0.4% | +$16.2K | 0.56% | 33 |
|
|
2025
Q1 | $4.96M | Sell |
29,663
-595
| -2% | -$99.5K | 0.86% | 29 |
|
|
2024
Q4 | $4.38M | Sell |
30,258
-1,184
| -4% | -$171K | 0.72% | 31 |
|
|
2024
Q3 | $4.63M | Sell |
31,442
-3,561
| -10% | -$524K | 0.78% | 34 |
|
|
2024
Q2 | $5.48M | Sell |
35,003
-2,328
| -6% | -$364K | 0.97% | 26 |
|
|
2024
Q1 | $5.89M | Buy |
37,331
+3,104
| +9% | +$490K | 1.13% | 24 |
|
|
2023
Q4 | $5.11M | Sell |
34,227
-1,218
| -3% | -$182K | 1.14% | 27 |
|
|
2023
Q3 | $5.98M | Sell |
35,445
-201
| -0.6% | -$33.9K | 1.47% | 20 |
|
|
2023
Q2 | $5.61M | Sell |
35,646
-875
| -2% | -$138K | 1.45% | 18 |
|
|
2023
Q1 | $5.96M | Sell |
36,521
-5,181
| -12% | -$845K | 1.69% | 18 |
|
|
2022
Q4 | $7.49M | Buy |
41,702
+617
| +2% | +$111K | 2.2% | 12 |
|
|
2022
Q3 | $5.9M | Sell |
41,085
-619
| -1% | -$88.9K | 1.73% | 19 |
|
|
2022
Q2 | $6.04M | Sell |
41,704
-1,268
| -3% | -$184K | 1.67% | 19 |
|
|
2022
Q1 | $7M | Buy |
42,972
+1,888
| +5% | +$307K | 1.37% | 22 |
|
|
2021
Q4 | $4.82M | Buy |
41,084
+750
| +2% | +$88K | 0.89% | 36 |
|
|
2021
Q3 | $4.09M | Buy |
40,334
+600
| +2% | +$60.9K | 0.81% | 39 |
|
|
2021
Q2 | $4.16M | Buy |
39,734
+1,498
| +4% | +$157K | 0.84% | 35 |
|
|
2021
Q1 | $4.01M | Buy |
38,236
+34,999
| +1,081% | +$3.67M | 0.86% | 37 |
|
|
2020
Q4 | $273K | Sell |
3,237
-2,559
| -44% | -$216K | 0.06% | 85 |
|
|
2020
Q3 | $417K | Buy |
5,796
+2,120
| +58% | +$153K | 0.07% | 82 |
|
|
2020
Q2 | $328K | Buy |
3,676
+273
| +8% | +$24.4K | 0.07% | 78 |
|
|
2020
Q1 | $247K | Buy |
3,403
+30
| +0.9% | +$2.18K | 0.07% | 80 |
|
|
2019
Q4 | $406K | Sell |
3,373
-872
| -21% | -$105K | 0.09% | 78 |
|
|
2019
Q3 | $503K | Buy |
4,245
+362
| +9% | +$42.9K | 0.12% | 69 |
|
|
2019
Q2 | $483K | Sell |
3,883
-328
| -8% | -$40.8K | 0.11% | 70 |
|
|
2019
Q1 | $519K | Sell |
4,211
-54,129
| -93% | -$6.67M | 0.13% | 66 |
|
|
2018
Q4 | $6.35M | Sell |
58,340
-2,855
| -5% | -$311K | 1.77% | 21 |
|
|
2018
Q3 | $7.48M | Buy |
61,195
+1,281
| +2% | +$157K | 1.72% | 19 |
|
|
2018
Q2 | $7.58M | Sell |
59,914
-7,108
| -11% | -$899K | 1.95% | 14 |
|
|
2018
Q1 | $7.64M | Buy |
67,022
+15,635
| +30% | +$1.78M | 1.98% | 14 |
|
|
2017
Q4 | $6.43M | Sell |
51,387
-604
| -1% | -$75.6K | 2.01% | 19 |
|
|
2017
Q3 | $6.11M | Sell |
51,991
-420
| -0.8% | -$49.4K | 2.01% | 20 |
|
|
2017
Q2 | $5.47M | Sell |
52,411
-980
| -2% | -$102K | 1.85% | 22 |
|
|
2017
Q1 | $5.73M | Buy |
53,391
+553
| +1% | +$59.4K | 1.93% | 22 |
|
|
2016
Q4 | $6.22M | Sell |
52,838
-1,743
| -3% | -$205K | 2.17% | 15 |
|
|
2016
Q3 | $5.62M | Buy |
54,581
+1,733
| +3% | +$178K | 1.99% | 22 |
|
|
2016
Q2 | $5.54M | Sell |
52,848
-1,118
| -2% | -$117K | 2.08% | 18 |
|
|
2016
Q1 | $5.15M | Buy |
53,966
+866
| +2% | +$82.6K | 1.94% | 24 |
|
|
2015
Q4 | $4.78M | Sell |
53,100
-8,366
| -14% | -$753K | 1.84% | 25 |
|
|
2015
Q3 | $4.85M | Buy |
61,466
+1,675
| +3% | +$132K | 1.86% | 26 |
|
|
2015
Q2 | $5.77M | Buy |
59,791
+593
| +1% | +$57.2K | 2.09% | 20 |
|
|
2015
Q1 | $6.22M | Sell |
59,198
-1,838
| -3% | -$193K | 2.24% | 16 |
|
|
2014
Q4 | $6.85M | Buy |
61,036
+345
| +0.6% | +$38.7K | 2.54% | 14 |
|
|
2014
Q3 | $7.24M | Buy |
60,691
+1,460
| +2% | +$174K | 2.73% | 14 |
|
|
2014
Q2 | $7.73M | Buy |
59,231
+2,970
| +5% | +$388K | 3.1% | 6 |
|
|
2014
Q1 | $6.69M | Buy |
56,261
+1,742
| +3% | +$207K | 2.94% | 8 |
|
|
2013
Q4 | $6.81M | Sell |
54,519
-812
| -1% | -$101K | 3.03% | 6 |
|
|
2013
Q3 | $6.72M | Buy |
55,331
+970
| +2% | +$118K | 3.21% | 4 |
|
|
2013
Q2 | $6.43M | Buy |
+54,361
| New | +$6.43M | 3.3% | 3 |
|