Palisades Hudson Asset Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,044
| Closed | -$296K | – | 104 |
|
|
2024
Q4 | $296K | Hold |
2,044
| – | – | 0.12% | 80 |
|
|
2024
Q3 | $301K | Sell |
2,044
-18
| -0.9% | -$2.65K | 0.13% | 78 |
|
|
2024
Q2 | $322K | Sell |
2,062
-169
| -8% | -$26.4K | 0.15% | 70 |
|
|
2024
Q1 | $352K | Hold |
2,231
| – | – | 0.16% | 70 |
|
|
2023
Q4 | $333K | Sell |
2,231
-3
| -0.1% | -$448 | 0.16% | 70 |
|
|
2023
Q3 | $377K | Hold |
2,234
| – | – | 0.21% | 58 |
|
|
2023
Q2 | $352K | Hold |
2,234
| – | – | 0.18% | 64 |
|
|
2023
Q1 | $365K | Sell |
2,234
-177
| -7% | -$28.9K | 0.2% | 62 |
|
|
2022
Q4 | $433K | Hold |
2,411
| – | – | 0.24% | 55 |
|
|
2022
Q3 | $346K | Buy |
2,411
+18
| +0.8% | +$2.58K | 0.21% | 61 |
|
|
2022
Q2 | $346K | Buy |
2,393
+177
| +8% | +$25.6K | 0.19% | 64 |
|
|
2022
Q1 | $361K | Buy |
2,216
+43
| +2% | +$7.01K | 0.17% | 71 |
|
|
2021
Q4 | $255K | Buy |
2,173
+122
| +6% | +$14.3K | 0.11% | 103 |
|
|
2021
Q3 | $208K | Sell |
2,051
-70
| -3% | -$7.1K | 0.1% | 107 |
|
|
2021
Q2 | $222K | Buy |
2,121
+70
| +3% | +$7.33K | 0.1% | 105 |
|
|
2021
Q1 | $215K | Sell |
2,051
-392
| -16% | -$41.1K | 0.1% | 105 |
|
|
2020
Q4 | $206K | Buy |
+2,443
| New | +$206K | 0.11% | 102 |
|
|
2020
Q3 | – | Sell |
-2,793
| Closed | -$249K | – | 96 |
|
|
2020
Q2 | $249K | Hold |
2,793
| – | – | 0.17% | 77 |
|
|
2020
Q1 | $202K | Sell |
2,793
-93
| -3% | -$6.73K | 0.17% | 81 |
|
|
2019
Q4 | $348K | Hold |
2,886
| – | – | 0.22% | 63 |
|
|
2019
Q3 | $342K | Hold |
2,886
| – | – | 0.24% | 60 |
|
|
2019
Q2 | $359K | Hold |
2,886
| – | – | 0.25% | 57 |
|
|
2019
Q1 | $355K | Sell |
2,886
-690
| -19% | -$84.9K | 0.23% | 56 |
|
|
2018
Q4 | $389K | Hold |
3,576
| – | – | 0.23% | 57 |
|
|
2018
Q3 | $437K | Sell |
3,576
-316
| -8% | -$38.6K | 0.23% | 52 |
|
|
2018
Q2 | $492K | Buy |
3,892
+123
| +3% | +$15.5K | 0.27% | 41 |
|
|
2018
Q1 | $430K | Hold |
3,769
| – | – | 0.23% | 48 |
|
|
2017
Q4 | $472K | Hold |
3,769
| – | – | 0.26% | 44 |
|
|
2017
Q3 | $443K | Sell |
3,769
-190
| -5% | -$22.3K | 0.25% | 46 |
|
|
2017
Q2 | $413K | Hold |
3,959
| – | – | 0.24% | 52 |
|
|
2017
Q1 | $425K | Hold |
3,959
| – | – | 0.27% | 43 |
|
|
2016
Q4 | $466K | Hold |
3,959
| – | – | 0.29% | 35 |
|
|
2016
Q3 | $407K | Hold |
3,959
| – | – | 0.31% | 38 |
|
|
2016
Q2 | $415K | Hold |
3,959
| – | – | 0.34% | 36 |
|
|
2016
Q1 | $378K | Buy |
3,959
+190
| +5% | +$18.1K | 0.3% | 45 |
|
|
2015
Q4 | $339K | Hold |
3,769
| – | – | 0.29% | 52 |
|
|
2015
Q3 | $297K | Sell |
3,769
-727
| -16% | -$57.3K | 0.26% | 58 |
|
|
2015
Q2 | $434K | Buy |
4,496
+322
| +8% | +$31.1K | 0.37% | 36 |
|
|
2015
Q1 | $438K | Buy |
4,174
+99
| +2% | +$10.4K | 0.34% | 37 |
|
|
2014
Q4 | $457K | Hold |
4,075
| – | – | 0.36% | 31 |
|
|
2014
Q3 | $486K | Hold |
4,075
| – | – | 0.4% | 28 |
|
|
2014
Q2 | $532K | Sell |
4,075
-38
| -0.9% | -$4.96K | 0.44% | 20 |
|
|
2014
Q1 | $490K | Buy |
4,113
+38
| +0.9% | +$4.53K | 0.42% | 22 |
|
|
2013
Q4 | $509K | Hold |
4,075
| – | – | 0.43% | 22 |
|
|
2013
Q3 | $495K | Hold |
4,075
| – | – | 0.45% | 20 |
|
|
2013
Q2 | $482K | Buy |
+4,075
| New | +$482K | 0.46% | 19 |
|