NCM
Neumann Capital Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Hold |
11,695
| – | – | 0.53% | 47 |
|
|
2025
Q1 | $1.96M | Hold |
11,695
| – | – | 0.68% | 41 |
|
|
2024
Q4 | $1.69M | Buy |
11,695
+100
| +0.9% | +$14.5K | 0.56% | 43 |
|
|
2024
Q3 | $1.71M | Sell |
11,595
-120
| -1% | -$17.7K | 0.57% | 44 |
|
|
2024
Q2 | $1.83M | Buy |
11,715
+100
| +0.9% | +$15.6K | 0.63% | 42 |
|
|
2024
Q1 | $1.83M | Hold |
11,615
| – | – | 0.65% | 42 |
|
|
2023
Q4 | $1.73M | Buy |
11,615
+105
| +0.9% | +$15.7K | 0.69% | 41 |
|
|
2023
Q3 | $1.94M | Hold |
11,510
| – | – | 0.85% | 35 |
|
|
2023
Q2 | $1.81M | Sell |
11,510
-190
| -2% | -$29.9K | 0.75% | 39 |
|
|
2023
Q1 | $1.91M | Sell |
11,700
-100
| -0.8% | -$16.3K | 0.84% | 38 |
|
|
2022
Q4 | $2.12M | Sell |
11,800
-1,100
| -9% | -$197K | 0.99% | 28 |
|
|
2022
Q3 | $1.85M | Sell |
12,900
-500
| -4% | -$71.8K | 0.95% | 33 |
|
|
2022
Q2 | $1.94M | Sell |
13,400
-460
| -3% | -$66.6K | 0.98% | 34 |
|
|
2022
Q1 | $2.26M | Hold |
13,860
| – | – | 0.96% | 32 |
|
|
2021
Q4 | $1.63M | Buy |
13,860
+197
| +1% | +$23.1K | 0.66% | 42 |
|
|
2021
Q3 | $1.39M | Sell |
13,663
-750
| -5% | -$76.1K | 0.62% | 44 |
|
|
2021
Q2 | $1.51M | Hold |
14,413
| – | – | 0.68% | 43 |
|
|
2021
Q1 | $1.51M | Hold |
14,413
| – | – | 0.72% | 41 |
|
|
2020
Q4 | $1.22M | Sell |
14,413
-1,455
| -9% | -$123K | 0.61% | 43 |
|
|
2020
Q3 | $1.14M | Sell |
15,868
-1,050
| -6% | -$75.6K | 0.66% | 42 |
|
|
2020
Q2 | $1.51M | Sell |
16,918
-1,000
| -6% | -$89.3K | 0.92% | 35 |
|
|
2020
Q1 | $1.3M | Buy |
17,918
+157
| +0.9% | +$11.4K | 0.94% | 35 |
|
|
2019
Q4 | $2.14M | Sell |
17,761
-2,000
| -10% | -$241K | 1.24% | 27 |
|
|
2019
Q3 | $2.34M | Sell |
19,761
-500
| -2% | -$59.3K | 1.45% | 20 |
|
|
2019
Q2 | $2.52M | Buy |
20,261
+400
| +2% | +$49.8K | 1.56% | 17 |
|
|
2019
Q1 | $2.45M | Sell |
19,861
-300
| -1% | -$37K | 1.56% | 19 |
|
|
2018
Q4 | $2.19M | Sell |
20,161
-900
| -4% | -$97.9K | 1.65% | 19 |
|
|
2018
Q3 | $2.58M | Sell |
21,061
-325
| -2% | -$39.7K | 1.52% | 20 |
|
|
2018
Q2 | $2.7M | Sell |
21,386
-613
| -3% | -$77.5K | 1.7% | 19 |
|
|
2018
Q1 | $2.51M | Sell |
21,999
-253
| -1% | -$28.9K | 1.6% | 19 |
|
|
2017
Q4 | $2.79M | Sell |
22,252
-250
| -1% | -$31.3K | 1.71% | 20 |
|
|
2017
Q3 | $2.64M | Sell |
22,502
-130
| -0.6% | -$15.3K | 1.64% | 20 |
|
|
2017
Q2 | $2.36M | Sell |
22,632
-1,501
| -6% | -$157K | 1.52% | 21 |
|
|
2017
Q1 | $2.59M | Sell |
24,133
-4,976
| -17% | -$534K | 1.68% | 19 |
|
|
2016
Q4 | $3.43M | Sell |
29,109
-750
| -3% | -$88.3K | 2.21% | 15 |
|
|
2016
Q3 | $3.07M | Sell |
29,859
-1,100
| -4% | -$113K | 2.04% | 16 |
|
|
2016
Q2 | $3.25M | Buy |
30,959
+210
| +0.7% | +$22K | 2.15% | 16 |
|
|
2016
Q1 | $2.93M | Buy |
30,749
+1,100
| +4% | +$105K | 1.93% | 16 |
|
|
2015
Q4 | $2.67M | Sell |
29,649
-2,477
| -8% | -$223K | 1.85% | 17 |
|
|
2015
Q3 | $2.53M | Sell |
32,126
-750
| -2% | -$59.2K | 1.79% | 18 |
|
|
2015
Q2 | $3.17M | Buy |
32,876
+770
| +2% | +$74.3K | 2.03% | 17 |
|
|
2015
Q1 | $3.37M | Sell |
32,106
-1,700
| -5% | -$178K | 2.15% | 16 |
|
|
2014
Q4 | $3.79M | Buy |
+33,806
| New | +$3.79M | 2.47% | 14 |
|