Parkside Financial Bank & Trust’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.47M | Buy |
17,269
+2,339
| +16% | +$335K | 0.27% | 73 |
|
2025
Q1 | $2.5M | Sell |
14,930
-310
| -2% | -$51.9K | 0.32% | 64 |
|
2024
Q4 | $2.21M | Buy |
15,240
+66
| +0.4% | +$9.56K | 0.29% | 63 |
|
2024
Q3 | $2.23M | Sell |
15,174
-126
| -0.8% | -$18.6K | 0.31% | 65 |
|
2024
Q2 | $2.39M | Sell |
15,300
-238
| -2% | -$37.2K | 0.37% | 53 |
|
2024
Q1 | $2.45M | Buy |
15,538
+1,278
| +9% | +$202K | 0.39% | 54 |
|
2023
Q4 | $2.13M | Buy |
14,260
+1,838
| +15% | +$274K | 0.39% | 52 |
|
2023
Q3 | $2.09M | Buy |
12,422
+2,396
| +24% | +$404K | 0.49% | 40 |
|
2023
Q2 | $1.58M | Buy |
10,026
+1,062
| +12% | +$167K | 0.37% | 48 |
|
2023
Q1 | $1.46M | Buy |
8,964
+52
| +0.6% | +$8.49K | 0.39% | 45 |
|
2022
Q4 | $1.6M | Buy |
8,912
+661
| +8% | +$119K | 0.46% | 40 |
|
2022
Q3 | $1.19M | Sell |
8,251
-123
| -1% | -$17.7K | 0.38% | 47 |
|
2022
Q2 | $1.21M | Sell |
8,374
-41
| -0.5% | -$5.93K | 0.37% | 49 |
|
2022
Q1 | $1.37M | Sell |
8,415
-64
| -0.8% | -$10.4K | 0.37% | 44 |
|
2021
Q4 | $995K | Sell |
8,479
-689
| -8% | -$80.9K | 0.25% | 71 |
|
2021
Q3 | $930K | Sell |
9,168
-298
| -3% | -$30.2K | 0.27% | 55 |
|
2021
Q2 | $991K | Sell |
9,466
-5,900
| -38% | -$618K | 0.29% | 52 |
|
2021
Q1 | $1.61M | Sell |
15,366
-356
| -2% | -$37.3K | 0.49% | 36 |
|
2020
Q4 | $1.33M | Buy |
15,722
+3,257
| +26% | +$275K | 0.42% | 39 |
|
2020
Q3 | $898K | Sell |
12,465
-3,827
| -23% | -$276K | 0.31% | 48 |
|
2020
Q2 | $1.45M | Sell |
16,292
-860
| -5% | -$76.7K | 0.48% | 36 |
|
2020
Q1 | $1.24M | Sell |
17,152
-197
| -1% | -$14.3K | 0.47% | 33 |
|
2019
Q4 | $2.09M | Buy |
17,349
+7,281
| +72% | +$878K | 0.61% | 27 |
|
2019
Q3 | $1.19M | Buy |
10,068
+2,086
| +26% | +$247K | 0.39% | 41 |
|
2019
Q2 | $994K | Sell |
7,982
-345
| -4% | -$43K | 0.32% | 49 |
|
2019
Q1 | $1.03M | Buy |
8,327
+479
| +6% | +$59K | 0.35% | 46 |
|
2018
Q4 | $853K | Buy |
7,848
+735
| +10% | +$79.9K | 0.3% | 50 |
|
2018
Q3 | $870K | Sell |
7,113
-419
| -6% | -$51.2K | 0.3% | 54 |
|
2018
Q2 | $952K | Buy |
7,532
+22
| +0.3% | +$2.78K | 0.35% | 48 |
|
2018
Q1 | $856K | Sell |
7,510
-118
| -2% | -$13.5K | 0.32% | 55 |
|
2017
Q4 | $955K | Buy |
7,628
+843
| +12% | +$106K | 0.35% | 53 |
|
2017
Q3 | $797K | Buy |
6,785
+80
| +1% | +$9.4K | 0.31% | 55 |
|
2017
Q2 | $700K | Buy |
6,705
+266
| +4% | +$27.8K | 0.29% | 61 |
|
2017
Q1 | $692K | Sell |
6,439
-19
| -0.3% | -$2.04K | 0.3% | 63 |
|
2016
Q4 | $760K | Buy |
6,458
+756
| +13% | +$89K | 0.33% | 63 |
|
2016
Q3 | $587K | Buy |
5,702
+120
| +2% | +$12.4K | 0.27% | 70 |
|
2016
Q2 | $585K | Sell |
5,582
-934
| -14% | -$97.9K | 0.28% | 68 |
|
2016
Q1 | $622K | Buy |
6,516
+552
| +9% | +$52.7K | 0.31% | 63 |
|
2015
Q4 | $536K | Buy |
5,964
+148
| +3% | +$13.3K | 0.27% | 70 |
|
2015
Q3 | $459K | Sell |
5,816
-5,929
| -50% | -$468K | 0.26% | 73 |
|
2015
Q2 | $1.13M | Sell |
11,745
-359
| -3% | -$34.6K | 0.6% | 41 |
|
2015
Q1 | $1.27M | Buy |
12,104
+689
| +6% | +$72.4K | 0.68% | 40 |
|
2014
Q4 | $1.28M | Sell |
11,415
-352
| -3% | -$39.5K | 0.72% | 38 |
|
2014
Q3 | $1.4M | Sell |
11,767
-910
| -7% | -$109K | 0.85% | 29 |
|
2014
Q2 | $1.66M | Sell |
12,677
-81
| -0.6% | -$10.6K | 0.98% | 24 |
|
2014
Q1 | $1.52M | Sell |
12,758
-2,248
| -15% | -$267K | 0.95% | 27 |
|
2013
Q4 | $1.87M | Sell |
15,006
-310
| -2% | -$38.7K | 1.27% | 18 |
|
2013
Q3 | $1.86M | Sell |
15,316
-354
| -2% | -$43K | 1.45% | 14 |
|
2013
Q2 | $1.85M | Buy |
+15,670
| New | +$1.85M | 1.46% | 15 |
|