OPCM
Osborne Partners Capital Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Sell |
11,217
-349
| -3% | -$50K | 0.09% | 134 |
|
|
2025
Q1 | $1.93M | Buy |
11,566
+215
| +2% | +$36K | 0.11% | 126 |
|
|
2024
Q4 | $1.64M | Buy |
11,351
+80
| +0.7% | +$11.6K | 0.1% | 128 |
|
|
2024
Q3 | $1.66M | Hold |
11,271
| – | – | 0.09% | 127 |
|
|
2024
Q2 | $1.76M | Sell |
11,271
-67
| -0.6% | -$10.5K | 0.11% | 125 |
|
|
2024
Q1 | $1.79M | Sell |
11,338
-120
| -1% | -$18.9K | 0.11% | 121 |
|
|
2023
Q4 | $1.71M | Hold |
11,458
| – | – | 0.11% | 121 |
|
|
2023
Q3 | $1.93M | Buy |
11,458
+73
| +0.6% | +$12.3K | 0.14% | 112 |
|
|
2023
Q2 | $1.79M | Sell |
11,385
-217
| -2% | -$34.1K | 0.13% | 116 |
|
|
2023
Q1 | $1.89M | Buy |
11,602
+110
| +1% | +$17.9K | 0.14% | 119 |
|
|
2022
Q4 | $2.06M | Sell |
11,492
-262
| -2% | -$47K | 0.16% | 116 |
|
|
2022
Q3 | $1.69M | Buy |
11,754
+741
| +7% | +$106K | 0.14% | 120 |
|
|
2022
Q2 | $1.59M | Sell |
11,013
-13,533
| -55% | -$1.96M | 0.12% | 122 |
|
|
2022
Q1 | $4M | Sell |
24,546
-313
| -1% | -$51K | 0.3% | 89 |
|
|
2021
Q4 | $2.92M | Sell |
24,859
-2,509
| -9% | -$294K | 0.21% | 100 |
|
|
2021
Q3 | $2.78M | Sell |
27,368
-1,768
| -6% | -$179K | 0.22% | 95 |
|
|
2021
Q2 | $3.05M | Sell |
29,136
-168
| -0.6% | -$17.6K | 0.25% | 97 |
|
|
2021
Q1 | $3.07M | Sell |
29,304
-1,932
| -6% | -$202K | 0.28% | 94 |
|
|
2020
Q4 | $2.64M | Sell |
31,236
-1,045
| -3% | -$88.3K | 0.32% | 83 |
|
|
2020
Q3 | $2.32M | Sell |
32,281
-60
| -0.2% | -$4.32K | 0.47% | 66 |
|
|
2020
Q2 | $2.89M | Buy |
32,341
+176
| +0.5% | +$15.7K | 0.62% | 60 |
|
|
2020
Q1 | $2.33M | Sell |
32,165
-234
| -0.7% | -$17K | 0.61% | 54 |
|
|
2019
Q4 | $3.9M | Sell |
32,399
-435
| -1% | -$52.4K | 0.79% | 49 |
|
|
2019
Q3 | $3.89M | Buy |
32,834
+112
| +0.3% | +$13.3K | 0.78% | 49 |
|
|
2019
Q2 | $4.07M | Sell |
32,722
-8,295
| -20% | -$1.03M | 0.78% | 51 |
|
|
2019
Q1 | $5.05M | Buy |
41,017
+14,843
| +57% | +$1.83M | 0.99% | 43 |
|
|
2018
Q4 | $2.85M | Sell |
26,174
-8,145
| -24% | -$886K | 0.43% | 77 |
|
|
2018
Q3 | $4.2M | Sell |
34,319
-429
| -1% | -$52.5K | 0.54% | 64 |
|
|
2018
Q2 | $4.39M | Sell |
34,748
-821
| -2% | -$104K | 0.6% | 62 |
|
|
2018
Q1 | $4.06M | Sell |
35,569
-489
| -1% | -$55.8K | 0.56% | 65 |
|
|
2017
Q4 | $4.51M | Sell |
36,058
-261
| -0.7% | -$32.7K | 0.6% | 62 |
|
|
2017
Q3 | $4.27M | Sell |
36,319
-18,535
| -34% | -$2.18M | 0.58% | 62 |
|
|
2017
Q2 | $5.72M | Buy |
54,854
+62
| +0.1% | +$6.47K | 0.81% | 50 |
|
|
2017
Q1 | $5.88M | Sell |
54,792
-583
| -1% | -$62.6K | 0.84% | 46 |
|
|
2016
Q4 | $6.52M | Sell |
55,375
-825
| -1% | -$97.1K | 0.95% | 38 |
|
|
2016
Q3 | $5.78M | Sell |
56,200
-525
| -0.9% | -$54K | 0.87% | 44 |
|
|
2016
Q2 | $5.95M | Sell |
56,725
-295
| -0.5% | -$30.9K | 0.89% | 40 |
|
|
2016
Q1 | $5.44M | Sell |
57,020
-1,930
| -3% | -$184K | 0.8% | 45 |
|
|
2015
Q4 | $5.3M | Sell |
58,950
-1,069
| -2% | -$96.2K | 0.77% | 49 |
|
|
2015
Q3 | $4.73M | Sell |
60,019
-3,312
| -5% | -$261K | 0.7% | 52 |
|
|
2015
Q2 | $6.11M | Sell |
63,331
-5,207
| -8% | -$502K | 0.82% | 41 |
|
|
2015
Q1 | $7.2M | Sell |
68,538
-36,323
| -35% | -$3.81M | 0.95% | 36 |
|
|
2014
Q4 | $11.8M | Sell |
104,861
-11,278
| -10% | -$1.27M | 1.42% | 24 |
|
|
2014
Q3 | $13.9M | Sell |
116,139
-210
| -0.2% | -$25.1K | 1.79% | 15 |
|
|
2014
Q2 | $15.2M | Sell |
116,349
-739
| -0.6% | -$96.5K | 1.95% | 13 |
|
|
2014
Q1 | $13.9M | Sell |
117,088
-3,405
| -3% | -$405K | 1.82% | 14 |
|
|
2013
Q4 | $15.1M | Sell |
120,493
-22,492
| -16% | -$2.81M | 1.96% | 11 |
|
|
2013
Q3 | $17.4M | Sell |
142,985
-5,481
| -4% | -$666K | 2.42% | 7 |
|
|
2013
Q2 | $17.6M | Buy |
+148,466
| New | +$17.6M | 2.51% | 6 |
|