OPTFSNA
Old Point Trust & Financial Services N A’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1M | Sell |
6,995
-1,116
| -14% | -$160K | 0.35% | 60 |
|
|
2025
Q1 | $1.36M | Sell |
8,111
-80
| -1% | -$13.4K | 0.48% | 48 |
|
|
2024
Q4 | $1.19M | Buy |
8,191
+80
| +1% | +$11.6K | 0.42% | 53 |
|
|
2024
Q3 | $1.19M | Buy |
8,111
+200
| +3% | +$29.5K | 0.43% | 48 |
|
|
2024
Q2 | $1.24M | Buy |
7,911
+759
| +11% | +$119K | 0.48% | 46 |
|
|
2024
Q1 | $1.13M | Buy |
7,152
+1,534
| +27% | +$242K | 0.41% | 48 |
|
|
2023
Q4 | $838K | Buy |
5,618
+65
| +1% | +$9.7K | 0.34% | 50 |
|
|
2023
Q3 | $936K | Hold |
5,553
| – | – | 0.42% | 46 |
|
|
2023
Q2 | $874K | Sell |
5,553
-675
| -11% | -$106K | 0.36% | 49 |
|
|
2023
Q1 | $1.02M | Buy |
6,228
+846
| +16% | +$138K | 0.44% | 50 |
|
|
2022
Q4 | $966K | Sell |
5,382
-97
| -2% | -$17.4K | 0.45% | 48 |
|
|
2022
Q3 | $787K | Sell |
5,479
-19
| -0.3% | -$2.73K | 0.4% | 50 |
|
|
2022
Q2 | $796K | Buy |
5,498
+24
| +0.4% | +$3.48K | 0.37% | 51 |
|
|
2022
Q1 | $891K | Hold |
5,474
| – | – | 0.36% | 50 |
|
|
2021
Q4 | $642K | Hold |
5,474
| – | – | 0.26% | 55 |
|
|
2021
Q3 | $555K | Hold |
5,474
| – | – | 0.25% | 55 |
|
|
2021
Q2 | $573K | Buy |
5,474
+47
| +0.9% | +$4.92K | 0.25% | 54 |
|
|
2021
Q1 | $569K | Buy |
5,427
+700
| +15% | +$73.4K | 0.26% | 54 |
|
|
2020
Q4 | $399K | Hold |
4,727
| – | – | 0.2% | 56 |
|
|
2020
Q3 | $340K | Hold |
4,727
| – | – | 0.19% | 57 |
|
|
2020
Q2 | $422K | Hold |
4,727
| – | – | 0.23% | 57 |
|
|
2020
Q1 | $343K | Hold |
4,727
| – | – | 0.22% | 56 |
|
|
2019
Q4 | $570K | Hold |
4,727
| – | – | 0.26% | 56 |
|
|
2019
Q3 | $561K | Hold |
4,727
| – | – | 0.27% | 56 |
|
|
2019
Q2 | $588K | Sell |
4,727
-200
| -4% | -$24.9K | 0.3% | 55 |
|
|
2019
Q1 | $607K | Sell |
4,927
-50
| -1% | -$6.16K | 0.32% | 55 |
|
|
2018
Q4 | $542K | Hold |
4,977
| – | – | 0.32% | 57 |
|
|
2018
Q3 | $609K | Hold |
4,977
| – | – | 0.31% | 57 |
|
|
2018
Q2 | $629K | Sell |
4,977
-435
| -8% | -$55K | 0.34% | 55 |
|
|
2018
Q1 | $617K | Sell |
5,412
-25
| -0.5% | -$2.85K | 0.35% | 55 |
|
|
2017
Q4 | $681K | Buy |
5,437
+255
| +5% | +$31.9K | 0.37% | 55 |
|
|
2017
Q3 | $609K | Sell |
5,182
-870
| -14% | -$102K | 0.34% | 54 |
|
|
2017
Q2 | $631K | Sell |
6,052
-98
| -2% | -$10.2K | 0.37% | 54 |
|
|
2017
Q1 | $660K | Buy |
6,150
+305
| +5% | +$32.7K | 0.38% | 51 |
|
|
2016
Q4 | $688K | Hold |
5,845
| – | – | 0.41% | 52 |
|
|
2016
Q3 | $602K | Hold |
5,845
| – | – | 0.37% | 52 |
|
|
2016
Q2 | $612K | Buy |
5,845
+250
| +4% | +$26.2K | 0.38% | 50 |
|
|
2016
Q1 | $534K | Hold |
5,595
| – | – | 0.33% | 55 |
|
|
2015
Q4 | $503K | Sell |
5,595
-1
| -0% | -$90 | 0.33% | 55 |
|
|
2015
Q3 | $442K | Sell |
5,596
-12
| -0.2% | -$948 | 0.31% | 56 |
|
|
2015
Q2 | $541K | Buy |
5,608
+300
| +6% | +$28.9K | 0.35% | 54 |
|
|
2015
Q1 | $557K | Hold |
5,308
| – | – | 0.36% | 54 |
|
|
2014
Q4 | $596K | Hold |
5,308
| – | – | 0.36% | 55 |
|
|
2014
Q3 | $634K | Hold |
5,308
| – | – | 0.38% | 53 |
|
|
2014
Q2 | $693K | Sell |
5,308
-100
| -2% | -$13.1K | 0.41% | 52 |
|
|
2014
Q1 | $644K | Sell |
5,408
-400
| -7% | -$47.6K | 0.4% | 52 |
|
|
2013
Q4 | $726K | Hold |
5,808
| – | – | 0.47% | 48 |
|
|
2013
Q3 | $706K | Buy |
5,808
+600
| +12% | +$72.9K | 0.49% | 48 |
|
|
2013
Q2 | $616K | Buy |
+5,208
| New | +$616K | 0.44% | 49 |
|