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