PMG
ProVise Management Group’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $668K | Sell |
4,663
-75
| -2% | -$10.7K | 0.05% | 152 |
|
|
2025
Q1 | $793K | Buy |
4,738
+264
| +6% | +$44.2K | 0.07% | 142 |
|
|
2024
Q4 | $648K | Sell |
4,474
-2,739
| -38% | -$397K | 0.06% | 154 |
|
|
2024
Q3 | $1.06M | Sell |
7,213
-42,470
| -85% | -$6.25M | 0.08% | 146 |
|
|
2024
Q2 | $7.77M | Buy |
49,683
+1,929
| +4% | +$302K | 0.66% | 46 |
|
|
2024
Q1 | $7.53M | Buy |
47,754
+1,090
| +2% | +$172K | 0.65% | 49 |
|
|
2023
Q4 | $6.96M | Buy |
46,664
+2,166
| +5% | +$323K | 0.59% | 51 |
|
|
2023
Q3 | $7.5M | Buy |
44,498
+469
| +1% | +$79.1K | 0.7% | 42 |
|
|
2023
Q2 | $6.93M | Buy |
44,029
+29,985
| +214% | +$4.72M | 0.63% | 46 |
|
|
2023
Q1 | $2.29M | Sell |
14,044
-48
| -0.3% | -$7.83K | 0.22% | 111 |
|
|
2022
Q4 | $2.53M | Buy |
14,092
+121
| +0.9% | +$21.7K | 0.26% | 101 |
|
|
2022
Q3 | $2.01M | Sell |
13,971
-468
| -3% | -$67.2K | 0.22% | 110 |
|
|
2022
Q2 | $2.09M | Sell |
14,439
-86
| -0.6% | -$12.5K | 0.22% | 109 |
|
|
2022
Q1 | $2.37M | Sell |
14,525
-519
| -3% | -$84.5K | 0.22% | 109 |
|
|
2021
Q4 | $1.77M | Buy |
15,044
+692
| +5% | +$81.2K | 0.16% | 138 |
|
|
2021
Q3 | $1.46M | Buy |
14,352
+1
| +0% | +$101 | 0.14% | 146 |
|
|
2021
Q2 | $1.5M | Sell |
14,351
-44
| -0.3% | -$4.61K | 0.15% | 135 |
|
|
2021
Q1 | $1.51M | Buy |
14,395
+170
| +1% | +$17.8K | 0.16% | 135 |
|
|
2020
Q4 | $1.2M | Buy |
14,225
+701
| +5% | +$59.2K | 0.14% | 139 |
|
|
2020
Q3 | $974K | Sell |
13,524
-830
| -6% | -$59.8K | 0.13% | 140 |
|
|
2020
Q2 | $1.28M | Sell |
14,354
-97
| -0.7% | -$8.66K | 0.18% | 122 |
|
|
2020
Q1 | $1.05M | Sell |
14,451
-1,598
| -10% | -$116K | 0.18% | 130 |
|
|
2019
Q4 | $1.93M | Sell |
16,049
-97
| -0.6% | -$11.7K | 0.24% | 110 |
|
|
2019
Q3 | $1.92M | Sell |
16,146
-269
| -2% | -$31.9K | 0.25% | 110 |
|
|
2019
Q2 | $2.04M | Buy |
16,415
+772
| +5% | +$96.1K | 0.27% | 103 |
|
|
2019
Q1 | $1.93M | Sell |
15,643
-1,426
| -8% | -$176K | 0.27% | 100 |
|
|
2018
Q4 | $1.86M | Sell |
17,069
-22
| -0.1% | -$2.39K | 0.29% | 91 |
|
|
2018
Q3 | $2.09M | Sell |
17,091
-250
| -1% | -$30.6K | 0.28% | 105 |
|
|
2018
Q2 | $2.19K | Buy |
17,341
+90
| +0.5% | +$11 | 0.17% | 119 |
|
|
2018
Q1 | $1.97M | Buy |
17,251
+11
| +0.1% | +$1.26K | 0.29% | 95 |
|
|
2017
Q4 | $2.16M | Sell |
17,240
-1,132
| -6% | -$142K | 0.31% | 91 |
|
|
2017
Q3 | $2.16M | Sell |
18,372
-1,165
| -6% | -$137K | 0.31% | 94 |
|
|
2017
Q2 | $2.04M | Buy |
19,537
+221
| +1% | +$23.1K | 0.31% | 95 |
|
|
2017
Q1 | $2.07M | Sell |
19,316
-1,000
| -5% | -$107K | 0.33% | 90 |
|
|
2016
Q4 | $2.39M | Buy |
20,316
+350
| +2% | +$41.2K | 0.41% | 76 |
|
|
2016
Q3 | $2.06M | Sell |
19,966
-15,661
| -44% | -$1.61M | 0.36% | 87 |
|
|
2016
Q2 | $3.73M | Sell |
35,627
-4,992
| -12% | -$523K | 0.69% | 40 |
|
|
2016
Q1 | $3.88M | Sell |
40,619
-345
| -0.8% | -$32.9K | 0.8% | 35 |
|
|
2015
Q4 | $3.69M | Sell |
40,964
-4,573
| -10% | -$411K | 0.77% | 33 |
|
|
2015
Q3 | $3.59M | Sell |
45,537
-1,733
| -4% | -$137K | 0.83% | 32 |
|
|
2015
Q2 | $4.56M | Buy |
47,270
+4,573
| +11% | +$441K | 0.97% | 22 |
|
|
2015
Q1 | $4.48M | Sell |
42,697
-680
| -2% | -$71.4K | 0.95% | 21 |
|
|
2014
Q4 | $4.87M | Buy |
43,377
+2,050
| +5% | +$230K | 1.04% | 19 |
|
|
2014
Q3 | $4.93M | Buy |
41,327
+2,730
| +7% | +$326K | 1.07% | 17 |
|
|
2014
Q2 | $5.04M | Buy |
38,597
+5,495
| +17% | +$717K | 1.09% | 12 |
|
|
2014
Q1 | $3.94M | Buy |
33,102
+4,317
| +15% | +$513K | 0.95% | 25 |
|
|
2013
Q4 | $3.6M | Buy |
28,785
+964
| +3% | +$120K | 0.93% | 19 |
|
|
2013
Q3 | $3.38M | Sell |
27,821
-436
| -2% | -$53K | 0.96% | 17 |
|
|
2013
Q2 | $3.34M | Buy |
+28,257
| New | +$3.34M | 0.99% | 15 |
|