Piedmont Capital Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $762K | Buy |
5,322
+152
| +3% | +$21.8K | 0.44% | 29 |
|
|
2025
Q1 | $708K | Hold |
5,170
| – | – | 0.51% | 28 |
|
|
2024
Q4 | $760K | Sell |
5,170
-56
| -1% | -$8.23K | 0.46% | 28 |
|
|
2024
Q3 | $784K | Sell |
5,226
-293
| -5% | -$43.9K | 0.47% | 29 |
|
|
2024
Q2 | $886K | Hold |
5,519
| – | – | 0.6% | 23 |
|
|
2024
Q1 | $886K | Buy |
5,519
+154
| +3% | +$24.7K | 0.6% | 23 |
|
|
2023
Q4 | $800K | Buy |
5,365
+78
| +1% | +$11.6K | 0.58% | 27 |
|
|
2023
Q3 | $892K | Sell |
5,287
-108
| -2% | -$18.2K | 0.71% | 22 |
|
|
2023
Q2 | $849K | Sell |
5,395
-64
| -1% | -$10.1K | 0.64% | 22 |
|
|
2023
Q1 | $893K | Sell |
5,459
-251
| -4% | -$41K | 0.71% | 22 |
|
|
2022
Q4 | $1.03M | Buy |
5,710
+29
| +0.5% | +$5.21K | 0.86% | 15 |
|
|
2022
Q3 | $817K | Sell |
5,681
-444
| -7% | -$63.9K | 0.74% | 17 |
|
|
2022
Q2 | $887K | Sell |
6,125
-664
| -10% | -$96.2K | 0.91% | 18 |
|
|
2022
Q1 | $1.11M | Sell |
6,789
-139
| -2% | -$22.8K | 0.84% | 19 |
|
|
2021
Q4 | $813K | Buy |
6,928
+345
| +5% | +$40.5K | 0.64% | 22 |
|
|
2021
Q3 | $668K | Buy |
6,583
+687
| +12% | +$69.7K | 0.53% | 25 |
|
|
2021
Q2 | $628K | Buy |
5,896
+1,140
| +24% | +$121K | 0.52% | 24 |
|
|
2021
Q1 | $504K | Buy |
4,756
+594
| +14% | +$62.9K | 0.47% | 27 |
|
|
2020
Q4 | $352K | Buy |
+4,162
| New | +$352K | 0.36% | 34 |
|