Novare Capital 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 | $8.82M | Sell |
61,610
-2,171
| -3% | -$311K | 0.72% | 53 |
|
|
2025
Q1 | $10.7M | Buy |
63,781
+267
| +0.4% | +$44.7K | 0.93% | 44 |
|
|
2024
Q4 | $9.2M | Sell |
63,514
-1,797
| -3% | -$260K | 0.77% | 50 |
|
|
2024
Q3 | $9.62M | Buy |
65,311
+864
| +1% | +$127K | 0.82% | 49 |
|
|
2024
Q2 | $10.1M | Buy |
64,447
+1,397
| +2% | +$219K | 0.91% | 42 |
|
|
2024
Q1 | $9.95M | Buy |
63,050
+6,347
| +11% | +$1M | 0.9% | 47 |
|
|
2023
Q4 | $8.46M | Buy |
56,703
+1,148
| +2% | +$171K | 0.86% | 55 |
|
|
2023
Q3 | $9.37M | Buy |
55,555
+1,202
| +2% | +$203K | 1.06% | 34 |
|
|
2023
Q2 | $8.55M | Buy |
54,353
+2,709
| +5% | +$426K | 0.92% | 47 |
|
|
2023
Q1 | $8.43M | Buy |
51,644
+2,307
| +5% | +$376K | 0.96% | 42 |
|
|
2022
Q4 | $8.86M | Buy |
49,337
+132
| +0.3% | +$23.7K | 1.04% | 40 |
|
|
2022
Q3 | $7.07M | Buy |
49,205
+1,256
| +3% | +$180K | 0.9% | 47 |
|
|
2022
Q2 | $6.94M | Sell |
47,949
-1,929
| -4% | -$279K | 0.86% | 50 |
|
|
2022
Q1 | $8.12M | Sell |
49,878
-7,495
| -13% | -$1.22M | 0.87% | 48 |
|
|
2021
Q4 | $6.73M | Buy |
57,373
+1,063
| +2% | +$125K | 0.68% | 66 |
|
|
2021
Q3 | $5.71M | Buy |
56,310
+1,362
| +2% | +$138K | 0.63% | 73 |
|
|
2021
Q2 | $5.76M | Buy |
54,948
+789
| +1% | +$82.6K | 0.64% | 73 |
|
|
2021
Q1 | $5.68M | Buy |
54,159
+1,962
| +4% | +$206K | 0.68% | 72 |
|
|
2020
Q4 | $4.41M | Sell |
52,197
-4,099
| -7% | -$346K | 0.57% | 74 |
|
|
2020
Q3 | $4.05M | Buy |
56,296
+8,237
| +17% | +$593K | 0.57% | 71 |
|
|
2020
Q2 | $4.29M | Sell |
48,059
-5,212
| -10% | -$465K | 0.64% | 68 |
|
|
2020
Q1 | $3.86M | Sell |
53,271
-4,057
| -7% | -$294K | 0.68% | 66 |
|
|
2019
Q4 | $6.91M | Buy |
57,328
+1,017
| +2% | +$123K | 0.96% | 37 |
|
|
2019
Q3 | $6.68M | Buy |
56,311
+1,310
| +2% | +$155K | 0.99% | 35 |
|
|
2019
Q2 | $6.84M | Buy |
55,001
+828
| +2% | +$103K | 1.04% | 35 |
|
|
2019
Q1 | $6.67M | Buy |
54,173
+835
| +2% | +$103K | 1.04% | 35 |
|
|
2018
Q4 | $5.8M | Buy |
53,338
+1,425
| +3% | +$155K | 1.06% | 35 |
|
|
2018
Q3 | $6.35M | Buy |
51,913
+420
| +0.8% | +$51.4K | 1.01% | 41 |
|
|
2018
Q2 | $6.51M | Buy |
51,493
+2,663
| +5% | +$337K | 1.11% | 37 |
|
|
2018
Q1 | $5.57M | Buy |
48,830
+1,237
| +3% | +$141K | 0.97% | 40 |
|
|
2017
Q4 | $5.96M | Buy |
47,593
+756
| +2% | +$94.6K | 1.01% | 39 |
|
|
2017
Q3 | $5.5M | Buy |
46,837
+920
| +2% | +$108K | 0.97% | 41 |
|
|
2017
Q2 | $4.79M | Buy |
45,917
+3,684
| +9% | +$384K | 1.08% | 47 |
|
|
2017
Q1 | $4.54M | Sell |
42,233
-1,450
| -3% | -$156K | 1.05% | 45 |
|
|
2016
Q4 | $5.14M | Sell |
43,683
-3,084
| -7% | -$363K | 1.26% | 31 |
|
|
2016
Q3 | $4.81M | Buy |
46,767
+2,837
| +6% | +$292K | 1.26% | 33 |
|
|
2016
Q2 | $4.61M | Sell |
43,930
-1,741
| -4% | -$183K | 1.24% | 34 |
|
|
2016
Q1 | $4.36M | Sell |
45,671
-7,830
| -15% | -$747K | 1.22% | 35 |
|
|
2015
Q4 | $4.81M | Buy |
53,501
+4,881
| +10% | +$439K | 1.31% | 32 |
|
|
2015
Q3 | $3.84M | Sell |
48,620
-1,096
| -2% | -$86.4K | 1.06% | 43 |
|
|
2015
Q2 | $4.8M | Sell |
49,716
-160
| -0.3% | -$15.4K | 1.18% | 43 |
|
|
2015
Q1 | $5.24M | Buy |
49,876
+17,256
| +53% | +$1.81M | 1.3% | 39 |
|
|
2014
Q4 | $3.66M | Buy |
32,620
+6,520
| +25% | +$731K | 0.91% | 51 |
|
|
2014
Q3 | $3.11M | Buy |
26,100
+81
| +0.3% | +$9.66K | 0.76% | 60 |
|
|
2014
Q2 | $3.4M | Sell |
26,019
-1,895
| -7% | -$247K | 0.83% | 54 |
|
|
2014
Q1 | $3.32M | Buy |
27,914
+215
| +0.8% | +$25.6K | 0.89% | 50 |
|
|
2013
Q4 | $3.46M | Sell |
27,699
-1,158
| -4% | -$145K | 0.96% | 48 |
|
|
2013
Q3 | $3.51M | Sell |
28,857
-375
| -1% | -$45.6K | 1.09% | 43 |
|
|
2013
Q2 | $3.46M | Buy |
+29,232
| New | +$3.46M | 1.16% | 39 |
|