Physicians Financial Services’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.65M | Sell |
39,463
-252
| -0.6% | -$36.1K | 1.68% | 14 |
|
|
2025
Q1 | $6.64M | Buy |
39,715
+1,822
| +5% | +$305K | 2.11% | 10 |
|
|
2024
Q4 | $5.49M | Sell |
37,893
-373
| -1% | -$54K | 1.67% | 14 |
|
|
2024
Q3 | $5.64M | Buy |
38,266
+165
| +0.4% | +$24.3K | 1.75% | 14 |
|
|
2024
Q2 | $5.96M | Buy |
38,101
+1,735
| +5% | +$271K | 1.94% | 10 |
|
|
2024
Q1 | $5.74M | Buy |
36,366
+1,375
| +4% | +$217K | 2.02% | 12 |
|
|
2023
Q4 | $5.22M | Sell |
34,991
-1,638
| -4% | -$244K | 1.98% | 12 |
|
|
2023
Q3 | $6.18M | Buy |
36,629
+300
| +0.8% | +$50.6K | 2.53% | 7 |
|
|
2023
Q2 | $5.72M | Buy |
36,329
+18
| +0% | +$2.83K | 2.24% | 8 |
|
|
2023
Q1 | $5.93M | Buy |
36,311
+100
| +0.3% | +$16.3K | 2.51% | 7 |
|
|
2022
Q4 | $6.5M | Buy |
36,211
+292
| +0.8% | +$52.4K | 2.93% | 6 |
|
|
2022
Q3 | $5.16M | Sell |
35,919
-1,606
| -4% | -$231K | 2.49% | 7 |
|
|
2022
Q2 | $5.43M | Buy |
37,525
+1,188
| +3% | +$172K | 2.42% | 7 |
|
|
2022
Q1 | $5.92M | Sell |
36,337
-109
| -0.3% | -$17.7K | 2.26% | 7 |
|
|
2021
Q4 | $4.28M | Buy |
36,446
+194
| +0.5% | +$22.8K | 1.58% | 14 |
|
|
2021
Q3 | $3.68M | Buy |
36,252
+3,318
| +10% | +$337K | 1.49% | 20 |
|
|
2021
Q2 | $3.45M | Buy |
32,934
+820
| +3% | +$85.9K | 1.41% | 23 |
|
|
2021
Q1 | $3.37M | Buy |
32,114
+6,362
| +25% | +$667K | 1.44% | 22 |
|
|
2020
Q4 | $2.18M | Sell |
25,752
-2,893
| -10% | -$244K | 1.05% | 30 |
|
|
2020
Q3 | $2.06M | Buy |
28,645
+474
| +2% | +$34.1K | 1.03% | 30 |
|
|
2020
Q2 | $2.51M | Sell |
28,171
-30
| -0.1% | -$2.68K | 1.39% | 23 |
|
|
2020
Q1 | $2.04M | Sell |
28,201
-194
| -0.7% | -$14.1K | 1.4% | 24 |
|
|
2019
Q4 | $3.42M | Buy |
28,395
+50
| +0.2% | +$6.03K | 1.85% | 18 |
|
|
2019
Q3 | $3.36M | Buy |
28,345
+40
| +0.1% | +$4.74K | 1.92% | 16 |
|
|
2019
Q2 | $3.52M | Buy |
28,305
+95
| +0.3% | +$11.8K | 2.07% | 13 |
|
|
2019
Q1 | $3.48M | Buy |
28,210
+75
| +0.3% | +$9.24K | 2.16% | 14 |
|
|
2018
Q4 | $3.06M | Buy |
28,135
+645
| +2% | +$70.2K | 2.22% | 13 |
|
|
2018
Q3 | $3.36M | Hold |
27,490
| – | – | 2.31% | 8 |
|
|
2018
Q2 | $3.48M | Sell |
27,490
-3
| -0% | -$379 | 2.6% | 6 |
|
|
2018
Q1 | $3.08M | Buy |
27,493
+3,420
| +14% | +$383K | 2.45% | 6 |
|
|
2017
Q4 | $3.01M | Sell |
24,073
-175
| -0.7% | -$21.9K | 2.3% | 9 |
|
|
2017
Q3 | $2.85M | Hold |
24,248
| – | – | 2.33% | 8 |
|
|
2017
Q2 | $2.53M | Sell |
24,248
-1,356
| -5% | -$141K | 2.14% | 12 |
|
|
2017
Q1 | $2.75M | Sell |
25,604
-294
| -1% | -$31.6K | 2.37% | 9 |
|
|
2016
Q4 | $2.65M | Buy |
25,898
+398
| +2% | +$40.7K | 2.17% | 7 |
|
|
2016
Q3 | $2.62M | Buy |
25,500
+315
| +1% | +$32.4K | 2.19% | 8 |
|
|
2016
Q2 | $2.64M | Buy |
25,185
+541
| +2% | +$56.7K | 2.31% | 7 |
|
|
2016
Q1 | $2.35M | Buy |
24,644
+287
| +1% | +$27.4K | 2.13% | 9 |
|
|
2015
Q4 | $2.19M | Buy |
+24,357
| New | +$2.19M | 2.02% | 11 |
|