Richard C. Young & Co’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.9M | Buy |
104,058
+1,625
| +2% | +$233K | 1.47% | 33 |
|
|
2025
Q1 | $17.1M | Buy |
102,433
+523
| +0.5% | +$87.5K | 1.84% | 18 |
|
|
2024
Q4 | $14.8M | Buy |
101,910
+826
| +0.8% | +$120K | 1.61% | 28 |
|
|
2024
Q3 | $14.9M | Buy |
101,084
+2,699
| +3% | +$397K | 1.63% | 29 |
|
|
2024
Q2 | $15.4M | Buy |
98,385
+2,657
| +3% | +$416K | 1.87% | 19 |
|
|
2024
Q1 | $15.1M | Buy |
95,728
+1,037
| +1% | +$164K | 1.9% | 19 |
|
|
2023
Q4 | $14.1M | Buy |
94,691
+2,919
| +3% | +$435K | 1.89% | 17 |
|
|
2023
Q3 | $15.5M | Buy |
91,772
+644
| +0.7% | +$109K | 2.2% | 12 |
|
|
2023
Q2 | $14.3M | Buy |
91,128
+2,118
| +2% | +$333K | 1.97% | 20 |
|
|
2023
Q1 | $14.5M | Sell |
89,010
-454
| -0.5% | -$74.1K | 2% | 17 |
|
|
2022
Q4 | $16.1M | Buy |
89,464
+157
| +0.2% | +$28.2K | 2.14% | 15 |
|
|
2022
Q3 | $12.8M | Buy |
89,307
+406
| +0.5% | +$58.3K | 1.96% | 18 |
|
|
2022
Q2 | $12.9M | Buy |
88,901
+934
| +1% | +$135K | 1.67% | 23 |
|
|
2022
Q1 | $14.3M | Buy |
87,967
+678
| +0.8% | +$110K | 1.83% | 19 |
|
|
2021
Q4 | $10.2M | Buy |
87,289
+3,153
| +4% | +$370K | 1.29% | 34 |
|
|
2021
Q3 | $8.54M | Buy |
84,136
+1,900
| +2% | +$193K | 1.17% | 42 |
|
|
2021
Q2 | $8.61M | Buy |
82,236
+5,179
| +7% | +$542K | 1.09% | 44 |
|
|
2021
Q1 | $8.08M | Buy |
77,057
+7,347
| +11% | +$770K | 1.07% | 44 |
|
|
2020
Q4 | $5.89M | Buy |
69,710
+6,071
| +10% | +$513K | 0.9% | 48 |
|
|
2020
Q3 | $4.58M | Buy |
63,639
+14,722
| +30% | +$1.06M | 0.74% | 52 |
|
|
2020
Q2 | $4.37M | Buy |
48,917
+3,818
| +8% | +$341K | 0.73% | 51 |
|
|
2020
Q1 | $3.27M | Buy |
+45,099
| New | +$3.27M | 0.63% | 51 |
|