Princeton 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 | $285K | Sell |
1,993
-157
| -7% | -$22.5K | 0.08% | 97 |
|
2025
Q1 | $360K | Sell |
2,150
-582
| -21% | -$97.4K | 0.13% | 75 |
|
2024
Q4 | $396K | Buy |
2,732
+114
| +4% | +$16.5K | 0.12% | 67 |
|
2024
Q3 | $386K | Sell |
2,618
-81
| -3% | -$11.9K | 0.12% | 66 |
|
2024
Q2 | $422K | Buy |
2,699
+50
| +2% | +$7.82K | 0.14% | 63 |
|
2024
Q1 | $418K | Buy |
2,649
+1
| +0% | +$158 | 0.15% | 67 |
|
2023
Q4 | $395K | Buy |
2,648
+165
| +7% | +$24.6K | 0.16% | 66 |
|
2023
Q3 | $419K | Hold |
2,483
| – | – | 0.19% | 66 |
|
2023
Q2 | $391K | Sell |
2,483
-499
| -17% | -$78.5K | 0.16% | 67 |
|
2023
Q1 | $487K | Sell |
2,982
-388
| -12% | -$63.3K | 0.21% | 65 |
|
2022
Q4 | $605K | Buy |
3,370
+546
| +19% | +$98K | 0.27% | 65 |
|
2022
Q3 | $406K | Buy |
2,824
+175
| +7% | +$25.2K | 0.18% | 69 |
|
2022
Q2 | $384K | Sell |
2,649
-65
| -2% | -$9.42K | 0.15% | 75 |
|
2022
Q1 | $442K | Buy |
2,714
+323
| +14% | +$52.6K | 0.14% | 76 |
|
2021
Q4 | $281K | Sell |
2,391
-179
| -7% | -$21K | 0.08% | 93 |
|
2021
Q3 | $261K | Hold |
2,570
| – | – | 0.08% | 92 |
|
2021
Q2 | $269K | Sell |
2,570
-200
| -7% | -$20.9K | 0.08% | 96 |
|
2021
Q1 | $290K | Sell |
2,770
-170
| -6% | -$17.8K | 0.1% | 90 |
|
2020
Q4 | $248K | Hold |
2,940
| – | – | 0.09% | 93 |
|
2020
Q3 | $212K | Sell |
2,940
-1,280
| -30% | -$92.3K | 0.09% | 88 |
|
2020
Q2 | $377K | Sell |
4,220
-25
| -0.6% | -$2.23K | 0.17% | 70 |
|
2020
Q1 | $382K | Sell |
4,245
-174
| -4% | -$15.7K | 0.2% | 63 |
|
2019
Q4 | $481K | Sell |
4,419
-337
| -7% | -$36.7K | 0.22% | 64 |
|
2019
Q3 | $564K | Sell |
4,756
-632
| -12% | -$74.9K | 0.27% | 58 |
|
2019
Q2 | $670K | Buy |
5,388
+1,659
| +44% | +$206K | 0.33% | 51 |
|
2019
Q1 | $459K | Buy |
3,729
+2,049
| +122% | +$252K | 0.23% | 63 |
|
2018
Q4 | $183K | Hold |
1,680
| – | – | 0.11% | 93 |
|
2018
Q3 | $205K | Hold |
1,680
| – | – | 0.09% | 98 |
|
2018
Q2 | $212K | Hold |
1,680
| – | – | 0.09% | 97 |
|
2018
Q1 | $192K | Sell |
1,680
-51
| -3% | -$5.83K | 0.09% | 96 |
|
2017
Q4 | $217K | Buy |
+1,731
| New | +$217K | 0.1% | 86 |
|
2013
Q3 | – | Sell |
-5,078
| Closed | -$601K | – | 95 |
|
2013
Q2 | $601K | Buy |
+5,078
| New | +$601K | 0.57% | 66 |
|