R.M. Sincerbeaux Capital Management’s Chevron CVX Stock Holding History

R.M. Sincerbeaux Capital Management’s Portfolio CVX Stock Details CVX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$561K	Buy	3,916 +166	+4%	+$23.8K	0.32%	32
2025 Q1	$627K	Hold	3,750	–	–	0.37%	33
2024 Q4	$543K	Sell	3,750 -200	-5%	-$29K	0.33%	33
2024 Q3	$582K	Hold	3,950	–	–	0.36%	32
2024 Q2	$618K	Sell	3,950 -500	-11%	-$78.2K	0.41%	32
2024 Q1	$702K	Hold	4,450	–	–	0.45%	32
2023 Q4	$664K	Hold	4,450	–	–	0.47%	31
2023 Q3	$750K	Hold	4,450	–	–	0.57%	30
2023 Q2	$700K	Hold	4,450	–	–	0.48%	32
2023 Q1	$726K	Hold	4,450	–	–	0.51%	32
2022 Q4	$799K	Hold	4,450	–	–	0.57%	32
2022 Q3	$639K	Hold	4,450	–	–	0.5%	31
2022 Q2	$644K	Hold	4,450	–	–	0.47%	31
2022 Q1	$725K	Hold	4,450	–	–	0.46%	33
2021 Q4	$522K	Hold	4,450	–	–	0.31%	36
2021 Q3	$451K	Sell	4,450 -300	-6%	-$30.4K	0.3%	34
2021 Q2	$498K	Hold	4,750	–	–	0.32%	34
2021 Q1	$498K	Hold	4,750	–	–	0.34%	33
2020 Q4	$401K	Hold	4,750	–	–	0.29%	36
2020 Q3	$342K	Hold	4,750	–	–	0.29%	37
2020 Q2	$424K	Hold	4,750	–	–	0.38%	34
2020 Q1	$344K	Hold	4,750	–	–	0.34%	36
2019 Q4	$572K	Hold	4,750	–	–	0.44%	33
2019 Q3	$563K	Hold	4,750	–	–	0.45%	33
2019 Q2	$591K	Hold	4,750	–	–	0.48%	33
2019 Q1	$585K	Hold	4,750	–	–	0.47%	34
2018 Q4	$517K	Hold	4,750	–	–	0.48%	34
2018 Q3	$581K	Hold	4,750	–	–	0.47%	37
2018 Q2	$601K	Sell	4,750 -500	-10%	-$63.3K	0.53%	35
2018 Q1	$599K	Hold	5,250	–	–	0.56%	31
2017 Q4	$657K	Hold	5,250	–	–	0.6%	31
2017 Q3	$617K	Sell	5,250 -2,000	-28%	-$235K	0.59%	34
2017 Q2	$756K	Hold	7,250	–	–	0.68%	34
2017 Q1	$778K	Hold	7,250	–	–	0.72%	34
2016 Q4	$853K	Sell	7,250 -400	-5%	-$47.1K	0.81%	34
2016 Q3	$787K	Hold	7,650	–	–	0.77%	34
2016 Q2	$801K	Hold	7,650	–	–	0.82%	35
2016 Q1	$730K	Hold	7,650	–	–	0.76%	36
2015 Q4	$688K	Sell	7,650 -1,500	-16%	-$135K	0.75%	35
2015 Q3	$722K	Hold	9,150	–	–	0.76%	34
2015 Q2	$883K	Hold	9,150	–	–	0.86%	32
2015 Q1	$961K	Sell	9,150 -300	-3%	-$31.5K	0.88%	31
2014 Q4	$1.06M	Hold	9,450	–	–	0.97%	30
2014 Q3	$1.13M	Sell	9,450 -150	-2%	-$17.9K	1.03%	32
2014 Q2	$1.25M	Hold	9,600	–	–	1.17%	31
2014 Q1	$1.14M	Hold	9,600	–	–	1.12%	31
2013 Q4	$1.2M	Buy	+9,600	New	+$1.2M	1.18%	30