Principal Financial Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $377M | Buy |
2,634,531
+64,536
| +3% | +$9.24M | 0.2% | 104 |
|
|
2025
Q1 | $430M | Sell |
2,569,995
-305,169
| -11% | -$51.1M | 0.24% | 89 |
|
|
2024
Q4 | $416M | Sell |
2,875,164
-47,942
| -2% | -$6.94M | 0.23% | 94 |
|
|
2024
Q3 | $430M | Sell |
2,923,106
-207,877
| -7% | -$30.6M | 0.24% | 92 |
|
|
2024
Q2 | $490M | Sell |
3,130,983
-55,646
| -2% | -$8.7M | 0.29% | 73 |
|
|
2024
Q1 | $503M | Sell |
3,186,629
-248,889
| -7% | -$39.3M | 0.3% | 73 |
|
|
2023
Q4 | $512M | Sell |
3,435,518
-111,192
| -3% | -$16.6M | 0.33% | 67 |
|
|
2023
Q3 | $598M | Sell |
3,546,710
-33,253
| -0.9% | -$5.61M | 0.43% | 51 |
|
|
2023
Q2 | $563M | Sell |
3,579,963
-60,116
| -2% | -$9.46M | 0.39% | 57 |
|
|
2023
Q1 | $594M | Sell |
3,640,079
-6,541
| -0.2% | -$1.07M | 0.42% | 51 |
|
|
2022
Q4 | $655M | Sell |
3,646,620
-110,208
| -3% | -$19.8M | 0.49% | 40 |
|
|
2022
Q3 | $540M | Sell |
3,756,828
-265,901
| -7% | -$38.2M | 0.43% | 51 |
|
|
2022
Q2 | $582M | Sell |
4,022,729
-1,167
| -0% | -$169K | 0.43% | 52 |
|
|
2022
Q1 | $655M | Sell |
4,023,896
-491,211
| -11% | -$80M | 0.41% | 50 |
|
|
2021
Q4 | $530M | Sell |
4,515,107
-338,231
| -7% | -$39.7M | 0.32% | 75 |
|
|
2021
Q3 | $492M | Buy |
4,853,338
+26,391
| +0.5% | +$2.68M | 0.32% | 71 |
|
|
2021
Q2 | $506M | Buy |
4,826,947
+303,384
| +7% | +$31.8M | 0.33% | 70 |
|
|
2021
Q1 | $474M | Buy |
4,523,563
+30,987
| +0.7% | +$3.25M | 0.33% | 72 |
|
|
2020
Q4 | $379M | Sell |
4,492,576
-76,822
| -2% | -$6.49M | 0.28% | 96 |
|
|
2020
Q3 | $329M | Sell |
4,569,398
-225,951
| -5% | -$16.3M | 0.28% | 101 |
|
|
2020
Q2 | $428M | Buy |
4,795,349
+190,480
| +4% | +$17M | 0.38% | 63 |
|
|
2020
Q1 | $334M | Buy |
4,604,869
+102,561
| +2% | +$7.43M | 0.37% | 66 |
|
|
2019
Q4 | $543M | Buy |
4,502,308
+118,002
| +3% | +$14.2M | 0.45% | 40 |
|
|
2019
Q3 | $520M | Buy |
4,384,306
+4,065
| +0.1% | +$482K | 0.46% | 39 |
|
|
2019
Q2 | $545M | Buy |
4,380,241
+168,540
| +4% | +$21M | 0.49% | 35 |
|
|
2019
Q1 | $519M | Sell |
4,211,701
-68,732
| -2% | -$8.47M | 0.48% | 35 |
|
|
2018
Q4 | $466M | Sell |
4,280,433
-367,359
| -8% | -$40M | 0.5% | 32 |
|
|
2018
Q3 | $568M | Sell |
4,647,792
-64,435
| -1% | -$7.88M | 0.5% | 28 |
|
|
2018
Q2 | $596M | Sell |
4,712,227
-41,862
| -0.9% | -$5.29M | 0.55% | 27 |
|
|
2018
Q1 | $542M | Sell |
4,754,089
-161,971
| -3% | -$18.5M | 0.52% | 27 |
|
|
2017
Q4 | $615M | Sell |
4,916,060
-139,889
| -3% | -$17.5M | 0.57% | 24 |
|
|
2017
Q3 | $594M | Sell |
5,055,949
-356,618
| -7% | -$41.9M | 0.58% | 22 |
|
|
2017
Q2 | $565M | Buy |
5,412,567
+1,556,270
| +40% | +$162M | 0.57% | 23 |
|
|
2017
Q1 | $414M | Sell |
3,856,297
-98,677
| -2% | -$10.6M | 0.5% | 33 |
|
|
2016
Q4 | $466M | Buy |
3,954,974
+1,026,988
| +35% | +$121M | 0.59% | 23 |
|
|
2016
Q3 | $301M | Sell |
2,927,986
-333,410
| -10% | -$34.3M | 0.4% | 49 |
|
|
2016
Q2 | $342M | Buy |
3,261,396
+298,057
| +10% | +$31.2M | 0.48% | 39 |
|
|
2016
Q1 | $283M | Buy |
2,963,339
+244,833
| +9% | +$23.4M | 0.41% | 47 |
|
|
2015
Q4 | $245M | Buy |
2,718,506
+200,048
| +8% | +$18M | 0.36% | 62 |
|
|
2015
Q3 | $199M | Sell |
2,518,458
-288,940
| -10% | -$22.8M | 0.31% | 75 |
|
|
2015
Q2 | $271M | Buy |
2,807,398
+105,307
| +4% | +$10.2M | 0.4% | 37 |
|
|
2015
Q1 | $284M | Sell |
2,702,091
-12,652
| -0.5% | -$1.33M | 0.42% | 33 |
|
|
2014
Q4 | $305M | Sell |
2,714,743
-234,685
| -8% | -$26.3M | 0.47% | 29 |
|
|
2014
Q3 | $352M | Sell |
2,949,428
-242,752
| -8% | -$29M | 0.6% | 12 |
|
|
2014
Q2 | $417M | Buy |
3,192,180
+344,843
| +12% | +$45M | 0.7% | 10 |
|
|
2014
Q1 | $339M | Sell |
2,847,337
-101,701
| -3% | -$12.1M | 0.6% | 14 |
|
|
2013
Q4 | $368M | Buy |
2,949,038
+272,403
| +10% | +$34M | 0.69% | 9 |
|
|
2013
Q3 | $325M | Sell |
2,676,635
-555,533
| -17% | -$67.5M | 0.67% | 11 |
|
|
2013
Q2 | $382M | Buy |
+3,232,168
| New | +$382M | 0.85% | 7 |
|