PP
Patten & Patten’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.02M | Sell |
55,991
-1,531
| -3% | -$219K | 0.52% | 53 |
|
|
2025
Q1 | $9.62M | Sell |
57,522
-890
| -2% | -$149K | 0.64% | 45 |
|
|
2024
Q4 | $8.46M | Sell |
58,412
-1,697
| -3% | -$246K | 0.56% | 50 |
|
|
2024
Q3 | $8.85M | Sell |
60,109
-46
| -0.1% | -$6.77K | 0.59% | 47 |
|
|
2024
Q2 | $9.41M | Sell |
60,155
-1,046
| -2% | -$164K | 0.66% | 44 |
|
|
2024
Q1 | $9.65M | Buy |
61,201
+1,108
| +2% | +$175K | 0.69% | 46 |
|
|
2023
Q4 | $8.96M | Sell |
60,093
-705
| -1% | -$105K | 0.74% | 42 |
|
|
2023
Q3 | $10.3M | Sell |
60,798
-3,910
| -6% | -$659K | 0.9% | 31 |
|
|
2023
Q2 | $10.2M | Sell |
64,708
-25
| -0% | -$3.93K | 0.84% | 37 |
|
|
2023
Q1 | $10.6M | Buy |
64,733
+5,803
| +10% | +$947K | 0.93% | 30 |
|
|
2022
Q4 | $10.6M | Buy |
58,930
+1,219
| +2% | +$219K | 0.96% | 29 |
|
|
2022
Q3 | $8.29M | Buy |
57,711
+4,269
| +8% | +$613K | 0.79% | 39 |
|
|
2022
Q2 | $7.74M | Sell |
53,442
-1,199
| -2% | -$174K | 0.68% | 48 |
|
|
2022
Q1 | $8.9M | Sell |
54,641
-1,102
| -2% | -$179K | 0.65% | 43 |
|
|
2021
Q4 | $6.54M | Buy |
55,743
+36
| +0.1% | +$4.22K | 0.45% | 66 |
|
|
2021
Q3 | $5.65M | Sell |
55,707
-312
| -0.6% | -$31.7K | 0.43% | 68 |
|
|
2021
Q2 | $5.87M | Sell |
56,019
-1,580
| -3% | -$165K | 0.45% | 61 |
|
|
2021
Q1 | $6.04M | Buy |
57,599
+1,645
| +3% | +$172K | 0.49% | 58 |
|
|
2020
Q4 | $4.73M | Buy |
55,954
+1,843
| +3% | +$156K | 0.41% | 64 |
|
|
2020
Q3 | $3.9M | Buy |
54,111
+1,341
| +3% | +$96.6K | 0.39% | 66 |
|
|
2020
Q2 | $4.71M | Buy |
52,770
+1,306
| +3% | +$117K | 0.52% | 52 |
|
|
2020
Q1 | $3.73M | Sell |
51,464
-6,343
| -11% | -$460K | 0.49% | 51 |
|
|
2019
Q4 | $6.97M | Sell |
57,807
-2,708
| -4% | -$326K | 0.7% | 48 |
|
|
2019
Q3 | $7.18M | Sell |
60,515
-5,648
| -9% | -$670K | 0.78% | 45 |
|
|
2019
Q2 | $8.23M | Buy |
66,163
+516
| +0.8% | +$64.2K | 0.89% | 38 |
|
|
2019
Q1 | $8.09M | Buy |
65,647
+393
| +0.6% | +$48.4K | 0.89% | 39 |
|
|
2018
Q4 | $7.1M | Sell |
65,254
-698
| -1% | -$75.9K | 0.87% | 42 |
|
|
2018
Q3 | $8.07M | Sell |
65,952
-756
| -1% | -$92.4K | 0.8% | 45 |
|
|
2018
Q2 | $8.43M | Sell |
66,708
-3,967
| -6% | -$502K | 0.87% | 38 |
|
|
2018
Q1 | $8.06M | Sell |
70,675
-1,215
| -2% | -$139K | 0.82% | 38 |
|
|
2017
Q4 | $9M | Buy |
71,890
+1,360
| +2% | +$170K | 0.9% | 35 |
|
|
2017
Q3 | $8.29M | Sell |
70,530
-2,136
| -3% | -$251K | 0.87% | 37 |
|
|
2017
Q2 | $7.58M | Buy |
72,666
+799
| +1% | +$83.4K | 0.84% | 41 |
|
|
2017
Q1 | $7.72M | Buy |
71,867
+1,543
| +2% | +$166K | 0.89% | 33 |
|
|
2016
Q4 | $8.28M | Sell |
70,324
-345
| -0.5% | -$40.6K | 1.02% | 31 |
|
|
2016
Q3 | $7.27M | Buy |
70,669
+140
| +0.2% | +$14.4K | 0.94% | 34 |
|
|
2016
Q2 | $7.39M | Buy |
70,529
+577
| +0.8% | +$60.5K | 1.02% | 34 |
|
|
2016
Q1 | $6.67M | Buy |
69,952
+10,697
| +18% | +$1.02M | 0.95% | 34 |
|
|
2015
Q4 | $5.33M | Buy |
59,255
+202
| +0.3% | +$18.2K | 0.74% | 49 |
|
|
2015
Q3 | $4.66M | Buy |
59,053
+267
| +0.5% | +$21.1K | 0.71% | 56 |
|
|
2015
Q2 | $5.67M | Sell |
58,786
-1,039
| -2% | -$100K | 0.82% | 49 |
|
|
2015
Q1 | $6.28M | Buy |
59,825
+289
| +0.5% | +$30.3K | 0.9% | 44 |
|
|
2014
Q4 | $6.68M | Buy |
59,536
+2,008
| +3% | +$225K | 1.01% | 37 |
|
|
2014
Q3 | $6.86M | Sell |
57,528
-1,725
| -3% | -$206K | 1.09% | 32 |
|
|
2014
Q2 | $7.74M | Sell |
59,253
-18,518
| -24% | -$2.42M | 1.26% | 27 |
|
|
2014
Q1 | $9.25M | Sell |
77,771
-1,513
| -2% | -$180K | 1.25% | 24 |
|
|
2013
Q4 | $9.9M | Buy |
79,284
+197
| +0.2% | +$24.6K | 1.38% | 17 |
|
|
2013
Q3 | $9.61M | Sell |
79,087
-160
| -0.2% | -$19.4K | 1.49% | 15 |
|
|
2013
Q2 | $9.38M | Buy |
+79,247
| New | +$9.38M | 1.54% | 15 |
|