RSVP
Ramsay Stattman Vela & Price’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.15M | Buy |
42,959
+1,529
| +4% | +$219K | 1.15% | 29 |
|
|
2025
Q1 | $6.93M | Buy |
41,430
+5,816
| +16% | +$973K | 1.32% | 27 |
|
|
2024
Q4 | $5.16M | Buy |
35,614
+2,261
| +7% | +$327K | 0.96% | 36 |
|
|
2024
Q3 | $4.91M | Sell |
33,353
-2,225
| -6% | -$328K | 0.91% | 39 |
|
|
2024
Q2 | $5.57M | Buy |
35,578
+1,165
| +3% | +$182K | 1.05% | 35 |
|
|
2024
Q1 | $5.43M | Buy |
34,413
+13,490
| +64% | +$2.13M | 1.04% | 35 |
|
|
2023
Q4 | $3.12M | Buy |
20,923
+2,766
| +15% | +$413K | 0.64% | 43 |
|
|
2023
Q3 | $3.06M | Buy |
18,157
+745
| +4% | +$126K | 0.66% | 43 |
|
|
2023
Q2 | $2.74M | Buy |
17,412
+160
| +0.9% | +$25.2K | 0.56% | 45 |
|
|
2023
Q1 | $2.81M | Sell |
17,252
-5
| -0% | -$816 | 0.61% | 45 |
|
|
2022
Q4 | $3.1M | Buy |
17,257
+41
| +0.2% | +$7.36K | 0.7% | 40 |
|
|
2022
Q3 | $2.47M | Buy |
17,216
+1,295
| +8% | +$186K | 0.61% | 44 |
|
|
2022
Q2 | $2.31M | Buy |
15,921
+130
| +0.8% | +$18.8K | 0.52% | 47 |
|
|
2022
Q1 | $2.57M | Sell |
15,791
-485
| -3% | -$79K | 0.5% | 48 |
|
|
2021
Q4 | $1.91M | Buy |
16,276
+55
| +0.3% | +$6.45K | 0.43% | 40 |
|
|
2021
Q3 | $1.65M | Buy |
16,221
+1,902
| +13% | +$193K | 0.41% | 41 |
|
|
2021
Q2 | $1.5M | Sell |
14,319
-550
| -4% | -$57.6K | 0.37% | 45 |
|
|
2021
Q1 | $1.56M | Buy |
14,869
+725
| +5% | +$76K | 0.41% | 42 |
|
|
2020
Q4 | $1.19M | Sell |
14,144
-45
| -0.3% | -$3.8K | 0.34% | 42 |
|
|
2020
Q3 | $1.02M | Buy |
14,189
+3,790
| +36% | +$273K | 0.32% | 45 |
|
|
2020
Q2 | $928K | Sell |
10,399
-2,218
| -18% | -$198K | 0.32% | 45 |
|
|
2020
Q1 | $914K | Buy |
12,617
+5,112
| +68% | +$370K | 0.36% | 42 |
|
|
2019
Q4 | $904K | Sell |
7,505
-4
| -0.1% | -$482 | 0.29% | 43 |
|
|
2019
Q3 | $891K | Buy |
7,509
+4
| +0.1% | +$475 | 0.31% | 42 |
|
|
2019
Q2 | $934K | Buy |
7,505
+4
| +0.1% | +$498 | 0.33% | 42 |
|
|
2019
Q1 | $924K | Buy |
7,501
+150
| +2% | +$18.5K | 0.34% | 41 |
|
|
2018
Q4 | $800K | Sell |
7,351
-55
| -0.7% | -$5.99K | 0.33% | 41 |
|
|
2018
Q3 | $906K | Buy |
7,406
+170
| +2% | +$20.8K | 0.33% | 41 |
|
|
2018
Q2 | $915K | Sell |
7,236
-100
| -1% | -$12.6K | 0.36% | 41 |
|
|
2018
Q1 | $837K | Buy |
7,336
+85
| +1% | +$9.7K | 0.34% | 42 |
|
|
2017
Q4 | $908K | Sell |
7,251
-210
| -3% | -$26.3K | 0.36% | 41 |
|
|
2017
Q3 | $877K | Buy |
7,461
+312
| +4% | +$36.7K | 0.37% | 42 |
|
|
2017
Q2 | $746K | Buy |
7,149
+25
| +0.4% | +$2.61K | 0.32% | 45 |
|
|
2017
Q1 | $765K | Sell |
7,124
-1,140
| -14% | -$122K | 0.35% | 42 |
|
|
2016
Q4 | $973K | Sell |
8,264
-5
| -0.1% | -$589 | 0.46% | 38 |
|
|
2016
Q3 | $851K | Sell |
8,269
-7,530
| -48% | -$775K | 0.41% | 37 |
|
|
2016
Q2 | $1.66M | Sell |
15,799
-35
| -0.2% | -$3.67K | 0.82% | 33 |
|
|
2016
Q1 | $1.51M | Sell |
15,834
-145
| -0.9% | -$13.8K | 0.78% | 33 |
|
|
2015
Q4 | $1.44M | Sell |
15,979
-1,270
| -7% | -$114K | 0.72% | 34 |
|
|
2015
Q3 | $1.36M | Sell |
17,249
-1,160
| -6% | -$91.5K | 0.7% | 34 |
|
|
2015
Q2 | $1.78M | Sell |
18,409
-30
| -0.2% | -$2.89K | 0.87% | 32 |
|
|
2015
Q1 | $1.94M | Sell |
18,439
-685
| -4% | -$71.9K | 0.94% | 32 |
|
|
2014
Q4 | $2.15M | Sell |
19,124
-530
| -3% | -$59.4K | 1.01% | 33 |
|
|
2014
Q3 | $2.35M | Buy |
19,654
+190
| +1% | +$22.7K | 1.23% | 32 |
|
|
2014
Q2 | $2.54M | Buy |
19,464
+1,235
| +7% | +$161K | 1.27% | 33 |
|
|
2014
Q1 | $2.17M | Buy |
18,229
+1,055
| +6% | +$125K | 1.13% | 33 |
|
|
2013
Q4 | $2.15M | Buy |
17,174
+305
| +2% | +$38.1K | 1.14% | 34 |
|
|
2013
Q3 | $2.05M | Hold |
16,869
| – | – | 1.18% | 33 |
|
|
2013
Q2 | $2M | Buy |
+16,869
| New | +$2M | 1.24% | 32 |
|