Oppenheimer & 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
$25.8M Buy
180,377
+1,363
+0.8% +$195K 0.34% 48
2025
Q1
$29.9M Buy
179,014
+5,895
+3% +$986K 0.45% 33
2024
Q4
$25.1M Sell
173,119
-188
-0.1% -$27.2K 0.37% 43
2024
Q3
$25.5M Sell
173,307
-7,891
-4% -$1.16M 0.39% 39
2024
Q2
$28.3M Buy
181,198
+6,254
+4% +$978K 0.45% 31
2024
Q1
$27.6M Buy
174,944
+8,905
+5% +$1.4M 0.46% 33
2023
Q4
$24.8M Sell
166,039
-40,697
-20% -$6.07M 0.46% 29
2023
Q3
$34.9M Buy
206,736
+16,724
+9% +$2.82M 0.72% 16
2023
Q2
$29.9M Sell
190,012
-17,793
-9% -$2.8M 0.6% 19
2023
Q1
$33.9M Buy
207,805
+33,790
+19% +$5.51M 0.72% 15
2022
Q4
$31.2M Sell
174,015
-20,154
-10% -$3.62M 0.71% 17
2022
Q3
$27.9M Sell
194,169
-5,373
-3% -$772K 0.65% 17
2022
Q2
$28.9M Sell
199,542
-334
-0.2% -$48.4K 0.62% 18
2022
Q1
$32.5M Sell
199,876
-18,702
-9% -$3.05M 0.59% 20
2021
Q4
$25.6M Buy
218,578
+34,560
+19% +$4.06M 0.45% 34
2021
Q3
$18.7M Sell
184,018
-278
-0.2% -$28.2K 0.35% 53
2021
Q2
$19.3M Buy
184,296
+36,096
+24% +$3.78M 0.35% 52
2021
Q1
$15.5M Buy
148,200
+2,146
+1% +$225K 0.31% 66
2020
Q4
$12.3M Buy
146,054
+12,828
+10% +$1.08M 0.26% 84
2020
Q3
$9.59M Sell
133,226
-15,807
-11% -$1.14M 0.24% 85
2020
Q2
$13.3M Sell
149,033
-1,222
-0.8% -$109K 0.34% 62
2020
Q1
$10.9M Sell
150,255
-12,982
-8% -$941K 0.33% 65
2019
Q4
$19.7M Sell
163,237
-2,610
-2% -$315K 0.49% 43
2019
Q3
$19.7M Buy
165,847
+12,871
+8% +$1.53M 0.54% 35
2019
Q2
$19M Sell
152,976
-11,124
-7% -$1.38M 0.52% 37
2019
Q1
$20.2M Sell
164,100
-7,177
-4% -$884K 0.54% 34
2018
Q4
$18.6M Buy
171,277
+11,792
+7% +$1.28M 0.58% 34
2018
Q3
$19.5M Buy
159,485
+1,462
+0.9% +$179K 0.5% 41
2018
Q2
$20M Buy
158,023
+9,639
+6% +$1.22M 0.54% 36
2018
Q1
$16.9M Buy
148,384
+6,437
+5% +$734K 0.43% 49
2017
Q4
$17.8M Sell
141,947
-6,102
-4% -$764K 0.46% 44
2017
Q3
$17.4M Buy
148,049
+5,889
+4% +$692K 0.47% 43
2017
Q2
$14.8M Buy
142,160
+2,466
+2% +$257K 0.41% 49
2017
Q1
$15M Sell
139,694
-5,771
-4% -$620K 0.42% 48
2016
Q4
$17.1M Sell
145,465
-34,029
-19% -$4.01M 0.5% 39
2016
Q3
$18.5M Buy
179,494
+2,373
+1% +$244K 0.54% 34
2016
Q2
$18.6M Buy
177,121
+18,385
+12% +$1.93M 0.55% 30
2016
Q1
$15.1M Buy
158,736
+6,890
+5% +$657K 0.46% 44
2015
Q4
$13.7M Sell
151,846
-37,735
-20% -$3.39M 0.41% 53
2015
Q3
$15M Sell
189,581
-4,379
-2% -$345K 0.45% 40
2015
Q2
$18.7M Sell
193,960
-301
-0.2% -$29K 0.52% 32
2015
Q1
$20.4M Buy
194,261
+11,318
+6% +$1.19M 0.56% 26
2014
Q4
$20.5M Sell
182,943
-12,415
-6% -$1.39M 0.59% 28
2014
Q3
$23.3M Buy
195,358
+125
+0.1% +$14.9K 0.69% 16
2014
Q2
$25.5M Sell
195,233
-29,827
-13% -$3.89M 0.77% 11
2014
Q1
$26.8M Buy
225,060
+22,442
+11% +$2.67M 0.8% 11
2013
Q4
$25.3M Buy
202,618
+10,573
+6% +$1.32M 0.81% 10
2013
Q3
$23.3M Buy
192,045
+740
+0.4% +$89.9K 0.82% 9
2013
Q2
$22.6M Buy
+191,305
New +$22.6M 0.88% 9