RC
Reik & Co’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.37M | Buy |
30,530
+6,497
| +27% | +$930K | 1.09% | 12 |
|
|
2025
Q1 | $4.02M | Hold |
24,033
| – | – | 0.94% | 13 |
|
|
2024
Q4 | $3.48M | Sell |
24,033
-80
| -0.3% | -$11.6K | 0.84% | 14 |
|
|
2024
Q3 | $3.55M | Hold |
24,113
| – | – | 0.84% | 14 |
|
|
2024
Q2 | $3.77M | Hold |
24,113
| – | – | 0.97% | 14 |
|
|
2024
Q1 | $3.8M | Hold |
24,113
| – | – | 0.95% | 13 |
|
|
2023
Q4 | $3.6M | Hold |
24,113
| – | – | 1.01% | 14 |
|
|
2023
Q3 | $4.07M | Buy |
24,113
+25
| +0.1% | +$4.22K | 1.19% | 13 |
|
|
2023
Q2 | $3.79M | Hold |
24,088
| – | – | 1.04% | 14 |
|
|
2023
Q1 | $3.93M | Hold |
24,088
| – | – | 1.16% | 14 |
|
|
2022
Q4 | $4.32M | Hold |
24,088
| – | – | 1.25% | 14 |
|
|
2022
Q3 | $3.46M | Hold |
24,088
| – | – | 1.11% | 15 |
|
|
2022
Q2 | $3.49M | Hold |
24,088
| – | – | 0.98% | 14 |
|
|
2022
Q1 | $3.92M | Hold |
24,088
| – | – | 0.98% | 15 |
|
|
2021
Q4 | $2.83M | Hold |
24,088
| – | – | 0.68% | 17 |
|
|
2021
Q3 | $2.44M | Hold |
24,088
| – | – | 0.63% | 19 |
|
|
2021
Q2 | $2.52M | Hold |
24,088
| – | – | 0.64% | 18 |
|
|
2021
Q1 | $2.52M | Buy |
24,088
+3,500
| +17% | +$367K | 0.64% | 19 |
|
|
2020
Q4 | $1.74M | Hold |
20,588
| – | – | 0.45% | 23 |
|
|
2020
Q3 | $1.48M | Hold |
20,588
| – | – | 0.38% | 22 |
|
|
2020
Q2 | $1.84M | Hold |
20,588
| – | – | 0.51% | 21 |
|
|
2020
Q1 | $1.49M | Buy |
20,588
+2,380
| +13% | +$172K | 0.48% | 21 |
|
|
2019
Q4 | $2.19M | Hold |
18,208
| – | – | 0.56% | 19 |
|
|
2019
Q3 | $2.16M | Sell |
18,208
-60
| -0.3% | -$7.11K | 0.57% | 18 |
|
|
2019
Q2 | $2.27M | Hold |
18,268
| – | – | 0.61% | 17 |
|
|
2019
Q1 | $2.25M | Hold |
18,268
| – | – | 0.61% | 18 |
|
|
2018
Q4 | $1.99M | Hold |
18,268
| – | – | 0.6% | 19 |
|
|
2018
Q3 | $2.23M | Hold |
18,268
| – | – | 0.64% | 19 |
|
|
2018
Q2 | $2.31M | Hold |
18,268
| – | – | 0.71% | 15 |
|
|
2018
Q1 | $2.08M | Hold |
18,268
| – | – | 0.68% | 18 |
|
|
2017
Q4 | $2.29M | Hold |
18,268
| – | – | 0.73% | 18 |
|
|
2017
Q3 | $2.15M | Hold |
18,268
| – | – | 0.72% | 17 |
|
|
2017
Q2 | $1.91M | Hold |
18,268
| – | – | 0.64% | 18 |
|
|
2017
Q1 | $1.96M | Hold |
18,268
| – | – | 0.66% | 18 |
|
|
2016
Q4 | $2.15M | Buy |
18,268
+182
| +1% | +$21.4K | 0.74% | 18 |
|
|
2016
Q3 | $1.86M | Hold |
18,086
| – | – | 0.64% | 20 |
|
|
2016
Q2 | $1.9M | Hold |
18,086
| – | – | 0.64% | 20 |
|
|
2016
Q1 | $1.73M | Sell |
18,086
-3,200
| -15% | -$305K | 0.62% | 19 |
|
|
2015
Q4 | $1.92M | Buy |
21,286
+10,330
| +94% | +$929K | 0.7% | 18 |
|
|
2015
Q3 | $864K | Hold |
10,956
| – | – | 0.31% | 24 |
|
|
2015
Q2 | $1.06M | Hold |
10,956
| – | – | 0.34% | 25 |
|
|
2015
Q1 | $1.15M | Hold |
10,956
| – | – | 0.37% | 25 |
|
|
2014
Q4 | $1.23M | Hold |
10,956
| – | – | 0.39% | 23 |
|
|
2014
Q3 | $1.31M | Hold |
10,956
| – | – | 0.44% | 22 |
|
|
2014
Q2 | $1.43M | Buy |
10,956
+616
| +6% | +$80.4K | 0.49% | 22 |
|
|
2014
Q1 | $1.23M | Buy |
10,340
+400
| +4% | +$47.6K | 0.44% | 23 |
|
|
2013
Q4 | $1.24M | Hold |
9,940
| – | – | 0.45% | 23 |
|
|
2013
Q3 | $1.21M | Hold |
9,940
| – | – | 0.5% | 21 |
|
|
2013
Q2 | $1.21M | Buy |
+9,940
| New | +$1.21M | 0.49% | 21 |
|