O'Brien Greene & Co’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.18M | Hold |
15,253
| – | – | 0.71% | 34 |
|
|
2025
Q1 | $2.55M | Sell |
15,253
-3
| -0% | -$502 | 0.86% | 31 |
|
|
2024
Q4 | $2.21M | Sell |
15,256
-2
| -0% | -$290 | 0.72% | 35 |
|
|
2024
Q3 | $2.25M | Sell |
15,258
-236
| -2% | -$34.8K | 0.7% | 33 |
|
|
2024
Q2 | $2.42M | Buy |
15,494
+538
| +4% | +$84.2K | 0.77% | 32 |
|
|
2024
Q1 | $2.36M | Sell |
14,956
-314
| -2% | -$49.5K | 0.78% | 35 |
|
|
2023
Q4 | $2.28M | Sell |
15,270
-33
| -0.2% | -$4.92K | 0.8% | 35 |
|
|
2023
Q3 | $2.58M | Sell |
15,303
-40
| -0.3% | -$6.75K | 0.94% | 33 |
|
|
2023
Q2 | $2.41M | Buy |
15,343
+864
| +6% | +$136K | 0.84% | 35 |
|
|
2023
Q1 | $2.36M | Hold |
14,479
| – | – | 0.89% | 33 |
|
|
2022
Q4 | $2.6M | Sell |
14,479
-29,228
| -67% | -$5.25M | 0.99% | 33 |
|
|
2022
Q3 | $6.28M | Buy |
43,707
+29,585
| +209% | +$4.25M | 0.83% | 35 |
|
|
2022
Q2 | $2.05M | Buy |
14,122
+291
| +2% | +$42.1K | 0.77% | 36 |
|
|
2022
Q1 | $2.25M | Buy |
13,831
+11
| +0.1% | +$1.79K | 0.74% | 36 |
|
|
2021
Q4 | $1.62M | Sell |
13,820
-2,187
| -14% | -$257K | 0.53% | 41 |
|
|
2021
Q3 | $1.62M | Hold |
16,007
| – | – | 0.59% | 40 |
|
|
2021
Q2 | $1.68M | Sell |
16,007
-500
| -3% | -$52.4K | 0.6% | 40 |
|
|
2021
Q1 | $1.73M | Sell |
16,507
-700
| -4% | -$73.4K | 0.69% | 39 |
|
|
2020
Q4 | $1.45M | Buy |
17,207
+3,947
| +30% | +$333K | 0.6% | 43 |
|
|
2020
Q3 | $955K | Hold |
13,260
| – | – | 0.45% | 50 |
|
|
2020
Q2 | $1.18M | Hold |
13,260
| – | – | 0.63% | 44 |
|
|
2020
Q1 | $961K | Sell |
13,260
-407
| -3% | -$29.5K | 0.64% | 42 |
|
|
2019
Q4 | $1.65M | Sell |
13,667
-575
| -4% | -$69.3K | 0.84% | 36 |
|
|
2019
Q3 | $1.69M | Hold |
14,242
| – | – | 0.91% | 36 |
|
|
2019
Q2 | $1.77M | Sell |
14,242
-2,089
| -13% | -$260K | 0.93% | 35 |
|
|
2019
Q1 | $2.01M | Buy |
16,331
+925
| +6% | +$114K | 1.02% | 35 |
|
|
2018
Q4 | $1.68M | Buy |
+15,406
| New | +$1.68M | 1% | 37 |
|