PG
Patten Group’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.24M | Sell |
22,623
-1,056
| -4% | -$151K | 0.68% | 33 |
|
|
2025
Q1 | $3.96M | Sell |
23,679
-710
| -3% | -$119K | 0.91% | 21 |
|
|
2024
Q4 | $3.53M | Buy |
24,389
+144
| +0.6% | +$20.9K | 0.78% | 25 |
|
|
2024
Q3 | $3.57M | Buy |
24,245
+1,995
| +9% | +$294K | 0.79% | 27 |
|
|
2024
Q2 | $3.48M | Buy |
22,250
+347
| +2% | +$54.3K | 0.82% | 25 |
|
|
2024
Q1 | $3.45M | Buy |
21,903
+1,319
| +6% | +$208K | 0.85% | 27 |
|
|
2023
Q4 | $3.07M | Sell |
20,584
-200
| -1% | -$29.8K | 0.83% | 31 |
|
|
2023
Q3 | $3.5M | Sell |
20,784
-108
| -0.5% | -$18.2K | 1.05% | 19 |
|
|
2023
Q2 | $3.29M | Sell |
20,892
-9
| -0% | -$1.42K | 0.49% | 23 |
|
|
2023
Q1 | $3.41M | Buy |
20,901
+286
| +1% | +$46.7K | 1.02% | 19 |
|
|
2022
Q4 | $3.7M | Sell |
20,615
-49
| -0.2% | -$8.8K | 1.16% | 16 |
|
|
2022
Q3 | $3.31M | Buy |
20,664
+742
| +4% | +$119K | 1.14% | 14 |
|
|
2022
Q2 | $2.86M | Sell |
19,922
-153
| -0.8% | -$22K | 0.92% | 20 |
|
|
2022
Q1 | $3.27M | Buy |
20,075
+34
| +0.2% | +$5.54K | 0.92% | 21 |
|
|
2021
Q4 | $2.35M | Buy |
20,041
+1,863
| +10% | +$219K | 0.62% | 40 |
|
|
2021
Q3 | $1.84M | Buy |
18,178
+5
| +0% | +$507 | 0.54% | 52 |
|
|
2021
Q2 | $1.9M | Buy |
18,173
+788
| +5% | +$82.5K | 0.56% | 51 |
|
|
2021
Q1 | $1.82M | Sell |
17,385
-321
| -2% | -$33.6K | 0.58% | 49 |
|
|
2020
Q4 | $1.5M | Sell |
17,706
-1,225
| -6% | -$103K | 0.4% | 61 |
|
|
2020
Q3 | $1.36M | Sell |
18,931
-84
| -0.4% | -$6.05K | 0.53% | 57 |
|
|
2020
Q2 | $1.7M | Sell |
19,015
-40
| -0.2% | -$3.57K | 0.73% | 36 |
|
|
2020
Q1 | $1.38M | Sell |
19,055
-2,433
| -11% | -$176K | 0.71% | 42 |
|
|
2019
Q4 | $2.59M | Buy |
21,488
+240
| +1% | +$28.9K | 0.97% | 25 |
|
|
2019
Q3 | $2.52M | Buy |
21,248
+443
| +2% | +$52.5K | 1.02% | 25 |
|
|
2019
Q2 | $2.59M | Buy |
20,805
+153
| +0.7% | +$19K | 1.06% | 21 |
|
|
2019
Q1 | $2.54M | Buy |
20,652
+1,264
| +7% | +$156K | 1.1% | 17 |
|
|
2018
Q4 | $2.11M | Sell |
19,388
-1,055
| -5% | -$115K | 1% | 27 |
|
|
2018
Q3 | $2.5M | Buy |
20,443
+684
| +3% | +$83.6K | 0.95% | 27 |
|
|
2018
Q2 | $2.5M | Buy |
19,759
+138
| +0.7% | +$17.4K | 1% | 21 |
|
|
2018
Q1 | $2.24M | Sell |
19,621
-147
| -0.7% | -$16.8K | 0.92% | 27 |
|
|
2017
Q4 | $2.48M | Sell |
19,768
-253
| -1% | -$31.7K | 0.98% | 22 |
|
|
2017
Q3 | $2.35M | Sell |
20,021
-252
| -1% | -$29.6K | 0.95% | 28 |
|
|
2017
Q2 | $2.23M | Buy |
20,273
+1
| +0% | +$110 | 0.9% | 28 |
|
|
2017
Q1 | $2.21M | Buy |
20,272
+108
| +0.5% | +$11.8K | 0.96% | 25 |
|
|
2016
Q4 | $2.29M | Sell |
20,164
-31
| -0.2% | -$3.53K | 1.03% | 22 |
|
|
2016
Q3 | $2.04M | Buy |
20,195
+3
| +0% | +$303 | 0.96% | 25 |
|
|
2016
Q2 | $2.12M | Buy |
20,192
+53
| +0.3% | +$5.56K | 0.99% | 24 |
|
|
2016
Q1 | $1.92M | Buy |
20,139
+730
| +4% | +$69.6K | 0.91% | 28 |
|
|
2015
Q4 | $1.75M | Buy |
19,409
+439
| +2% | +$39.5K | 0.84% | 30 |
|
|
2015
Q3 | $1.5M | Buy |
18,970
+380
| +2% | +$30K | 0.77% | 34 |
|
|
2015
Q2 | $1.79M | Sell |
18,590
-494
| -3% | -$47.7K | 0.85% | 30 |
|
|
2015
Q1 | $2M | Sell |
19,084
-249
| -1% | -$26.1K | 1.03% | 27 |
|
|
2014
Q4 | $2.17M | Buy |
+19,333
| New | +$2.17M | 1.05% | 27 |
|