Pinkerton Retirement Specialists’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.59M | Buy |
32,088
+1,963
| +7% | +$281K | 0.55% | 44 |
|
|
2025
Q1 | $5.04M | Buy |
30,125
+1,034
| +4% | +$173K | 0.65% | 26 |
|
|
2024
Q4 | $4.21M | Buy |
29,091
+962
| +3% | +$139K | 0.61% | 47 |
|
|
2024
Q3 | $4.14M | Buy |
28,129
+1,368
| +5% | +$201K | 0.6% | 53 |
|
|
2024
Q2 | $4.19M | Buy |
26,761
+1,855
| +7% | +$290K | 0.64% | 44 |
|
|
2024
Q1 | $3.93M | Buy |
24,906
+8,986
| +56% | +$1.42M | 0.63% | 43 |
|
|
2023
Q4 | $2.37M | Sell |
15,920
-217
| -1% | -$32.4K | 0.46% | 61 |
|
|
2023
Q3 | $2.72M | Sell |
16,137
-14,080
| -47% | -$2.37M | 0.59% | 42 |
|
|
2023
Q2 | $4.75M | Buy |
30,217
+2,267
| +8% | +$357K | 0.94% | 22 |
|
|
2023
Q1 | $4.56M | Buy |
27,950
+5,676
| +25% | +$926K | 0.85% | 23 |
|
|
2022
Q4 | $4M | Buy |
22,274
+5,600
| +34% | +$1.01M | 0.87% | 17 |
|
|
2022
Q3 | $2.4M | Buy |
16,674
+2,533
| +18% | +$364K | 0.92% | 29 |
|
|
2022
Q2 | $2.05M | Buy |
+14,141
| New | +$2.05M | 0.62% | 57 |
|
|
2020
Q1 | – | Sell |
-26,778
| Closed | -$3.23M | – | 76 |
|
|
2019
Q4 | $3.23M | Buy |
26,778
+596
| +2% | +$71.8K | 1.03% | 23 |
|
|
2019
Q3 | $3.11M | Buy |
26,182
+781
| +3% | +$92.6K | 1.06% | 21 |
|
|
2019
Q2 | $3.16M | Buy |
25,401
+343
| +1% | +$42.7K | 1.11% | 19 |
|
|
2019
Q1 | $3.09M | Buy |
25,058
+1,957
| +8% | +$241K | 1.13% | 20 |
|
|
2018
Q4 | $2.51M | Buy |
23,101
+234
| +1% | +$25.5K | 1.27% | 19 |
|
|
2018
Q3 | $2.8M | Sell |
22,867
-127
| -0.6% | -$15.5K | 1.13% | 22 |
|
|
2018
Q2 | $2.91M | Sell |
22,994
-2,313
| -9% | -$292K | 1.25% | 20 |
|
|
2018
Q1 | $2.89M | Sell |
25,307
-2,564
| -9% | -$292K | 1.22% | 12 |
|
|
2017
Q4 | $3.56M | Buy |
27,871
+848
| +3% | +$108K | 1.57% | 10 |
|
|
2017
Q3 | $3.18M | Buy |
27,023
+465
| +2% | +$54.8K | 1.56% | 9 |
|
|
2017
Q2 | $2.77M | Sell |
26,558
-145
| -0.5% | -$15.1K | 1.6% | 13 |
|
|
2017
Q1 | $2.87M | Sell |
26,703
-4,022
| -13% | -$432K | 1.61% | 11 |
|
|
2016
Q4 | $3.62M | Sell |
30,725
-888
| -3% | -$105K | 1.68% | 8 |
|
|
2016
Q3 | $3.3M | Buy |
31,613
+3,398
| +12% | +$355K | 1.39% | 10 |
|
|
2016
Q2 | $2.96M | Buy |
28,215
+886
| +3% | +$92.9K | 1.49% | 9 |
|
|
2016
Q1 | $2.61M | Buy |
27,329
+9,139
| +50% | +$872K | 1.67% | 6 |
|
|
2015
Q4 | $1.64M | Buy |
18,190
+315
| +2% | +$28.3K | 1.06% | 27 |
|
|
2015
Q3 | $1.41M | Sell |
17,875
-6
| -0% | -$473 | 2% | 26 |
|
|
2015
Q2 | $1.73M | Buy |
17,881
+1,158
| +7% | +$112K | 1.07% | 29 |
|
|
2015
Q1 | $1.76M | Buy |
16,723
+12,692
| +315% | +$1.33M | 1.16% | 28 |
|
|
2014
Q4 | $78K | Buy |
+4,031
| New | +$78K | 0.06% | 57 |
|