P.J. Schmidt Investment Management (PJS)’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Buy |
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|
2025
Q1 | $1.17M | Sell |
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|
2024
Q4 | $1.08M | Sell |
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|
2024
Q3 | $1.16M | Sell |
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|
2024
Q2 | $1.31M | Buy |
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|
2024
Q1 | $1.31M | Sell |
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|
2023
Q4 | $1.39M | Buy |
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|
2023
Q3 | $1.42M | Sell |
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|
2023
Q2 | $1.38M | Buy |
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|
2023
Q1 | $1.41M | Buy |
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|
2022
Q4 | $1.46M | Buy |
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|
2022
Q3 | $1.41M | Hold |
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|
2022
Q2 | $1.31M | Buy |
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|
2022
Q1 | $1.09M | Sell |
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|
2021
Q4 | $971K | Buy |
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|
2021
Q3 | $837K | Sell |
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|
2021
Q2 | $833K | Hold |
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|
2021
Q1 | $901K | Hold |
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|
2020
Q4 | $718K | Hold |
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|
2020
Q3 | $586K | Buy |
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|
2020
Q2 | $393K | Sell |
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|
2020
Q1 | $321K | Sell |
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|
2019
Q4 | $5.82M | Sell |
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|
2019
Q3 | $5.77M | Sell |
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|
2019
Q2 | $6.17M | Sell |
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|
2019
Q1 | $6.38M | Sell |
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|
2018
Q4 | $5.67M | Sell |
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|
2018
Q3 | $6.53M | Sell |
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|
2018
Q2 | $7.07M | Sell |
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|
2018
Q1 | $6.53M | Buy |
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|
2017
Q4 | $7.11M | Sell |
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|
2017
Q3 | $6.69M | Sell |
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|
2017
Q2 | $6.1M | Buy |
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|
2017
Q1 | $6.22M | Buy |
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|
2016
Q4 | $6.65M | Buy |
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|
2016
Q3 | $5.8M | Sell |
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|
2016
Q2 | $6.03M | Buy |
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|
2016
Q1 | $5.47M | Sell |
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|
2015
Q4 | $5.2M | Buy |
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|
2015
Q3 | $4.41M | Sell |
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|
2015
Q2 | $5.76M | Buy |
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|
2015
Q1 | $6.12M | Buy |
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|
2014
Q4 | $6.4M | Sell |
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|
2014
Q3 | $6.99M | Sell |
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|
2014
Q2 | $7.94M | Sell |
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|
2014
Q1 | $7.61M | Sell |
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|
2013
Q4 | $8.25M | Sell |
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|
2013
Q3 | $8.21M | Sell |
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|
2013
Q2 | $8.11M | Buy |
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