Nichols & Pratt Advisers’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $600K | Hold |
4,188
| – | – | 0.04% | 78 |
|
|
2025
Q1 | $701K | Sell |
4,188
-350
| -8% | -$58.6K | 0.05% | 72 |
|
|
2024
Q4 | $657K | Sell |
4,538
-139
| -3% | -$20.1K | 0.04% | 76 |
|
|
2024
Q3 | $689K | Sell |
4,677
-350
| -7% | -$51.5K | 0.04% | 73 |
|
|
2024
Q2 | $786K | Hold |
5,027
| – | – | 0.05% | 71 |
|
|
2024
Q1 | $793K | Buy |
5,027
+14
| +0.3% | +$2.21K | 0.05% | 70 |
|
|
2023
Q4 | $748K | Buy |
5,013
+700
| +16% | +$104K | 0.05% | 73 |
|
|
2023
Q3 | $727K | Hold |
4,313
| – | – | 0.06% | 74 |
|
|
2023
Q2 | $679K | Buy |
4,313
+285
| +7% | +$44.8K | 0.05% | 78 |
|
|
2023
Q1 | $657K | Hold |
4,028
| – | – | 0.05% | 78 |
|
|
2022
Q4 | $723K | Sell |
4,028
-6
| -0.1% | -$1.08K | 0.06% | 72 |
|
|
2022
Q3 | $579K | Buy |
4,034
+259
| +7% | +$37.2K | 0.05% | 73 |
|
|
2022
Q2 | $547K | Hold |
3,775
| – | – | 0.04% | 77 |
|
|
2022
Q1 | $615K | Hold |
3,775
| – | – | 0.04% | 79 |
|
|
2021
Q4 | $443K | Hold |
3,775
| – | – | 0.03% | 81 |
|
|
2021
Q3 | $394K | Sell |
3,775
-300
| -7% | -$31.3K | 0.03% | 84 |
|
|
2021
Q2 | $427K | Hold |
4,075
| – | – | 0.03% | 81 |
|
|
2021
Q1 | $427K | Buy |
4,075
+300
| +8% | +$31.4K | 0.03% | 81 |
|
|
2020
Q4 | $319K | Sell |
3,775
-136
| -3% | -$11.5K | 0.03% | 87 |
|
|
2020
Q3 | $281K | Sell |
3,911
-350
| -8% | -$25.1K | 0.02% | 87 |
|
|
2020
Q2 | $381K | Sell |
4,261
-1,200
| -22% | -$107K | 0.03% | 81 |
|
|
2020
Q1 | $395K | Buy |
5,461
+602
| +12% | +$43.5K | 0.04% | 81 |
|
|
2019
Q4 | $585K | Sell |
4,859
-1,901
| -28% | -$229K | 0.05% | 78 |
|
|
2019
Q3 | $802K | Sell |
6,760
-500
| -7% | -$59.3K | 0.07% | 75 |
|
|
2019
Q2 | $904K | Buy |
7,260
+433
| +6% | +$53.9K | 0.07% | 75 |
|
|
2019
Q1 | $841K | Buy |
6,827
+101
| +2% | +$12.4K | 0.07% | 74 |
|
|
2018
Q4 | $731K | Hold |
6,726
| – | – | 0.07% | 74 |
|
|
2018
Q3 | $822K | Hold |
6,726
| – | – | 0.07% | 74 |
|
|
2018
Q2 | $851K | Sell |
6,726
-1,000
| -13% | -$127K | 0.08% | 72 |
|
|
2018
Q1 | $881K | Hold |
7,726
| – | – | 0.08% | 71 |
|
|
2017
Q4 | $967K | Sell |
7,726
-27
| -0.3% | -$3.38K | 0.08% | 68 |
|
|
2017
Q3 | $911K | Hold |
7,753
| – | – | 0.08% | 69 |
|
|
2017
Q2 | $809K | Sell |
7,753
-900
| -10% | -$93.9K | 0.07% | 70 |
|
|
2017
Q1 | $929K | Hold |
8,653
| – | – | 0.09% | 66 |
|
|
2016
Q4 | $1.02M | Hold |
8,653
| – | – | 0.1% | 63 |
|
|
2016
Q3 | $891K | Hold |
8,653
| – | – | 0.08% | 65 |
|
|
2016
Q2 | $907K | Sell |
8,653
-272
| -3% | -$28.5K | 0.08% | 71 |
|
|
2016
Q1 | $852K | Sell |
8,925
-703
| -7% | -$67.1K | 0.08% | 74 |
|
|
2015
Q4 | $866K | Sell |
9,628
-2,035
| -17% | -$183K | 0.08% | 76 |
|
|
2015
Q3 | $920K | Sell |
11,663
-2,591
| -18% | -$204K | 0.09% | 74 |
|
|
2015
Q2 | $1.38M | Buy |
14,254
+200
| +1% | +$19.3K | 0.13% | 65 |
|
|
2015
Q1 | $1.48M | Hold |
14,054
| – | – | 0.13% | 65 |
|
|
2014
Q4 | $1.58M | Sell |
14,054
-1,561
| -10% | -$175K | 0.14% | 66 |
|
|
2014
Q3 | $1.86M | Buy |
15,615
+48
| +0.3% | +$5.73K | 0.17% | 61 |
|
|
2014
Q2 | $2.03M | Buy |
15,567
+1,992
| +15% | +$260K | 0.18% | 61 |
|
|
2014
Q1 | $1.62M | Buy |
13,575
+675
| +5% | +$80.3K | 0.15% | 62 |
|
|
2013
Q4 | $1.61M | Hold |
12,900
| – | – | 0.15% | 57 |
|
|
2013
Q3 | $1.57M | Sell |
12,900
-575
| -4% | -$69.8K | 0.16% | 56 |
|
|
2013
Q2 | $1.6M | Buy |
+13,475
| New | +$1.6M | 0.17% | 57 |
|