Proffitt & Goodson’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $94.1K | Hold |
657
| – | – | 0.01% | 140 |
|
|
2025
Q1 | $110K | Sell |
657
-50
| -7% | -$8.37K | 0.02% | 134 |
|
|
2024
Q4 | $102K | Sell |
707
-38
| -5% | -$5.5K | 0.02% | 133 |
|
|
2024
Q3 | $110K | Buy |
745
+15
| +2% | +$2.21K | 0.02% | 130 |
|
|
2024
Q2 | $114K | Buy |
730
+63
| +9% | +$9.85K | 0.02% | 124 |
|
|
2024
Q1 | $105K | Hold |
667
| – | – | 0.02% | 128 |
|
|
2023
Q4 | $99.5K | Sell |
667
-77
| -10% | -$11.5K | 0.02% | 126 |
|
|
2023
Q3 | $125K | Hold |
744
| – | – | 0.03% | 116 |
|
|
2023
Q2 | $117K | Hold |
744
| – | – | 0.02% | 121 |
|
|
2023
Q1 | $121K | Hold |
744
| – | – | 0.02% | 120 |
|
|
2022
Q4 | $134K | Hold |
744
| – | – | 0.03% | 120 |
|
|
2022
Q3 | $107K | Sell |
744
-302
| -29% | -$43.4K | 0.02% | 128 |
|
|
2022
Q2 | $151K | Sell |
1,046
-33
| -3% | -$4.76K | 0.03% | 116 |
|
|
2022
Q1 | $176K | Buy |
+1,079
| New | +$176K | 0.03% | 117 |
|
|
2020
Q4 | – | Sell |
-57
| Closed | -$4K | – | 267 |
|
|
2020
Q3 | $4K | Sell |
57
-45
| -44% | -$3.16K | ﹤0.01% | 224 |
|
|
2020
Q2 | $9K | Buy |
102
+72
| +240% | +$6.35K | ﹤0.01% | 202 |
|
|
2020
Q1 | $2K | Hold |
30
| – | – | ﹤0.01% | 199 |
|
|
2019
Q4 | $4K | Sell |
30
-180
| -86% | -$24K | ﹤0.01% | 181 |
|
|
2019
Q3 | $25K | Hold |
210
| – | – | 0.01% | 141 |
|
|
2019
Q2 | $26K | Sell |
210
-166
| -44% | -$20.6K | 0.01% | 134 |
|
|
2019
Q1 | $46K | Buy |
376
+166
| +79% | +$20.3K | 0.01% | 122 |
|
|
2018
Q4 | $23K | Buy |
210
+30
| +17% | +$3.29K | 0.01% | 103 |
|
|
2018
Q3 | $22K | Buy |
+180
| New | +$22K | 0.01% | 94 |
|
|
2017
Q4 | – | Sell |
-4,678
| Closed | -$550K | – | 54 |
|
|
2017
Q3 | $550K | Sell |
4,678
-315
| -6% | -$37K | 0.24% | 46 |
|
|
2017
Q2 | $521K | Buy |
+4,993
| New | +$521K | 0.23% | 46 |
|
|
2014
Q1 | – | Sell |
-9,133
| Closed | -$1.14M | – | 40 |
|
|
2013
Q4 | $1.14M | Sell |
9,133
-114
| -1% | -$14.2K | 0.74% | 29 |
|
|
2013
Q3 | $1.12M | Buy |
9,247
+25
| +0.3% | +$3.04K | 0.81% | 22 |
|
|
2013
Q2 | $1.09M | Buy |
+9,222
| New | +$1.09M | 0.84% | 19 |
|