Patriot Financial Group Insurance Agency’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Buy |
10,051
+418
| +4% | +$59.9K | 0.17% | 148 |
|
|
2025
Q1 | $1.61M | Buy |
9,633
+194
| +2% | +$32.5K | 0.22% | 116 |
|
|
2024
Q4 | $1.37M | Buy |
9,439
+696
| +8% | +$101K | 0.18% | 127 |
|
|
2024
Q3 | $1.29M | Sell |
8,743
-2,163
| -20% | -$319K | 0.17% | 137 |
|
|
2024
Q2 | $1.71M | Buy |
10,906
+740
| +7% | +$116K | 0.25% | 94 |
|
|
2024
Q1 | $1.6M | Sell |
10,166
-3,603
| -26% | -$568K | 0.25% | 93 |
|
|
2023
Q4 | $2.05M | Buy |
13,769
+1,033
| +8% | +$154K | 0.39% | 53 |
|
|
2023
Q3 | $2.15M | Buy |
12,736
+3,897
| +44% | +$657K | 0.44% | 47 |
|
|
2023
Q2 | $1.39M | Buy |
8,839
+1,019
| +13% | +$160K | 0.26% | 91 |
|
|
2023
Q1 | $1.28M | Sell |
7,820
-6
| -0.1% | -$979 | 0.26% | 91 |
|
|
2022
Q4 | $1.4M | Buy |
7,826
+417
| +6% | +$74.9K | 0.19% | 70 |
|
|
2022
Q3 | $1.06M | Buy |
7,409
+2,895
| +64% | +$416K | 0.26% | 88 |
|
|
2022
Q2 | $654K | Sell |
4,514
-448
| -9% | -$64.9K | 0.13% | 160 |
|
|
2022
Q1 | $808K | Sell |
4,962
-328
| -6% | -$53.4K | 0.14% | 162 |
|
|
2021
Q4 | $621K | Sell |
5,290
-139
| -3% | -$16.3K | 0.1% | 202 |
|
|
2021
Q3 | $551K | Buy |
5,429
+638
| +13% | +$64.8K | 0.1% | 215 |
|
|
2021
Q2 | $502K | Buy |
4,791
+734
| +18% | +$76.9K | 0.09% | 231 |
|
|
2021
Q1 | $425K | Sell |
4,057
-103
| -2% | -$10.8K | 0.1% | 219 |
|
|
2020
Q4 | $351K | Buy |
4,160
+2,168
| +109% | +$183K | 0.09% | 230 |
|
|
2020
Q3 | $143K | Buy |
1,992
+69
| +4% | +$4.95K | 0.05% | 329 |
|
|
2020
Q2 | $172K | Sell |
1,923
-225
| -10% | -$20.1K | 0.07% | 259 |
|
|
2020
Q1 | $156K | Buy |
2,148
+401
| +23% | +$29.1K | 0.07% | 252 |
|
|
2019
Q4 | $210K | Sell |
1,747
-25
| -1% | -$3.01K | 0.08% | 217 |
|
|
2019
Q3 | $210K | Buy |
1,772
+249
| +16% | +$29.5K | 0.09% | 200 |
|
|
2019
Q2 | $187K | Buy |
1,523
+47
| +3% | +$5.77K | 0.08% | 208 |
|
|
2019
Q1 | $182K | Buy |
1,476
+523
| +55% | +$64.5K | 0.09% | 182 |
|
|
2018
Q4 | $104K | Sell |
953
-7
| -0.7% | -$764 | 0.07% | 204 |
|
|
2018
Q3 | $117K | Buy |
960
+212
| +28% | +$25.8K | 0.07% | 184 |
|
|
2018
Q2 | $95K | Sell |
748
-862
| -54% | -$109K | 0.1% | 122 |
|
|
2018
Q1 | $181K | Buy |
1,610
+141
| +10% | +$15.9K | 0.13% | 148 |
|
|
2017
Q4 | $189K | Buy |
1,469
+54
| +4% | +$6.95K | 0.14% | 130 |
|
|
2017
Q3 | $167K | Buy |
1,415
+228
| +19% | +$26.9K | 0.15% | 120 |
|
|
2017
Q2 | $122K | Sell |
1,187
-3
| -0.3% | -$308 | 0.13% | 141 |
|
|
2017
Q1 | $129K | Sell |
1,190
-12
| -1% | -$1.3K | 0.14% | 123 |
|
|
2016
Q4 | $139K | Buy |
+1,202
| New | +$139K | 0.19% | 107 |
|