Orleans 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
$2.87M Sell
20,034
-1,310
-6% -$188K 1.52% 25
2025
Q1
$3.57M Buy
21,344
+1,617
+8% +$271K 2.1% 12
2024
Q4
$3.11M Buy
19,727
+673
+4% +$106K 1.74% 22
2024
Q3
$2.81M Sell
19,054
-350
-2% -$51.5K 1.59% 25
2024
Q2
$3.04M Sell
19,404
-320
-2% -$50.1K 1.93% 17
2024
Q1
$3.11M Sell
19,724
-5,450
-22% -$860K 2.04% 17
2023
Q4
$3.75M Sell
25,174
-2,532
-9% -$378K 2.52% 8
2023
Q3
$4.67M Sell
27,706
-25
-0.1% -$4.22K 3.47% 5
2023
Q2
$4.36M Hold
27,731
3.1% 5
2023
Q1
$4.52M Buy
27,731
+25
+0.1% +$4.08K 3.34% 6
2022
Q4
$4.97M Sell
27,706
-180
-0.6% -$32.3K 3.81% 6
2022
Q3
$4.01M Hold
27,886
3.35% 7
2022
Q2
$4.04M Sell
27,886
-90
-0.3% -$13K 3.02% 7
2022
Q1
$4.56M Buy
27,976
+46
+0.2% +$7.49K 2.83% 7
2021
Q4
$3.28M Buy
27,930
+708
+3% +$83.1K 1.86% 24
2021
Q3
$2.76M Buy
27,222
+670
+3% +$68K 1.76% 25
2021
Q2
$2.78M Buy
26,552
+2,020
+8% +$212K 1.78% 24
2021
Q1
$2.57M Buy
24,532
+7,035
+40% +$737K 1.75% 25
2020
Q4
$1.48M Buy
17,497
+2,010
+13% +$170K 1.06% 32
2020
Q3
$1.12M Buy
15,487
+3,134
+25% +$226K 0.85% 40
2020
Q2
$1.1M Buy
12,353
+4,003
+48% +$357K 0.9% 41
2020
Q1
$605K Buy
+8,350
New +$605K 3.39% 14
2015
Q2
Sell
-20,516
Closed -$2.15M 90
2015
Q1
$2.15M Sell
20,516
-3,971
-16% -$417K 1.4% 32
2014
Q4
$2.75M Sell
24,487
-4,490
-15% -$504K 1.68% 24
2014
Q3
$3.46M Sell
28,977
-94
-0.3% -$11.2K 1.7% 23
2014
Q2
$3.8M Buy
29,071
+625
+2% +$81.6K 1.78% 18
2014
Q1
$3.38M Buy
28,446
+16
+0.1% +$1.9K 1.72% 19
2013
Q4
$3.55M Sell
28,430
-81
-0.3% -$10.1K 1.84% 16
2013
Q3
$3.46M Sell
28,511
-4,961
-15% -$603K 1.88% 18
2013
Q2
$3.96M Buy
+33,472
New +$3.96M 2.23% 6