Roble Belko & Company’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $152K | Buy |
1,061
+614
| +137% | +$88K | 0.02% | 122 |
|
|
2025
Q1 | $75K | Buy |
447
+376
| +530% | +$63.1K | 0.01% | 147 |
|
|
2024
Q4 | $10K | Hold |
71
| – | – | ﹤0.01% | 245 |
|
|
2024
Q3 | $10K | Hold |
71
| – | – | ﹤0.01% | 232 |
|
|
2024
Q2 | $11K | Hold |
71
| – | – | ﹤0.01% | 233 |
|
|
2024
Q1 | $11K | Sell |
71
-273
| -79% | -$42.3K | ﹤0.01% | 240 |
|
|
2023
Q4 | $51K | Buy |
344
+150
| +77% | +$22.2K | 0.01% | 160 |
|
|
2023
Q3 | $33K | Hold |
194
| – | – | 0.01% | 159 |
|
|
2023
Q2 | $31K | Buy |
194
+29
| +18% | +$4.63K | 0.01% | 162 |
|
|
2023
Q1 | $27K | Hold |
165
| – | – | 0.01% | 184 |
|
|
2022
Q4 | $30K | Sell |
165
-25
| -13% | -$4.55K | 0.01% | 181 |
|
|
2022
Q3 | $27K | Sell |
190
-99
| -34% | -$14.1K | 0.01% | 183 |
|
|
2022
Q2 | $42K | Sell |
289
-64
| -18% | -$9.3K | 0.01% | 156 |
|
|
2022
Q1 | $57K | Buy |
353
+1
| +0.3% | +$161 | 0.01% | 157 |
|
|
2021
Q4 | $41K | Buy |
352
+74
| +27% | +$8.62K | 0.01% | 167 |
|
|
2021
Q3 | $28K | Sell |
278
-1,009
| -78% | -$102K | 0.01% | 176 |
|
|
2021
Q2 | $135K | Hold |
1,287
| – | – | 0.03% | 113 |
|
|
2021
Q1 | $135K | Buy |
1,287
+1,100
| +588% | +$115K | 0.03% | 107 |
|
|
2020
Q4 | $16K | Hold |
187
| – | – | ﹤0.01% | 203 |
|
|
2020
Q3 | $13K | Sell |
187
-919
| -83% | -$63.9K | ﹤0.01% | 217 |
|
|
2020
Q2 | $99K | Sell |
1,106
-13,544
| -92% | -$1.21M | 0.03% | 115 |
|
|
2020
Q1 | $1.06M | Buy |
14,650
+9,756
| +199% | +$707K | 0.34% | 41 |
|
|
2019
Q4 | $590K | Hold |
4,894
| – | – | 0.16% | 49 |
|
|
2019
Q3 | $580K | Buy |
4,894
+1,439
| +42% | +$171K | 0.17% | 49 |
|
|
2019
Q2 | $430K | Hold |
3,455
| – | – | 0.13% | 51 |
|
|
2019
Q1 | $426K | Hold |
3,455
| – | – | 0.15% | 51 |
|
|
2018
Q4 | $376K | Buy |
3,455
+3,133
| +973% | +$341K | 0.14% | 51 |
|
|
2018
Q3 | $39K | Hold |
322
| – | – | 0.01% | 116 |
|
|
2018
Q2 | $41K | Sell |
322
-500
| -61% | -$63.7K | 0.02% | 119 |
|
|
2018
Q1 | $94K | Buy |
822
+500
| +155% | +$57.2K | 0.04% | 82 |
|
|
2017
Q4 | $40K | Hold |
322
| – | – | 0.02% | 125 |
|
|
2017
Q3 | $38K | Hold |
322
| – | – | 0.02% | 102 |
|
|
2017
Q2 | $34K | Hold |
322
| – | – | 0.02% | 103 |
|
|
2017
Q1 | $35K | Sell |
322
-200
| -38% | -$21.7K | 0.02% | 103 |
|
|
2016
Q4 | $61K | Buy |
522
+302
| +137% | +$35.3K | 0.03% | 91 |
|
|
2016
Q3 | $23K | Sell |
220
-34
| -13% | -$3.56K | 0.01% | 157 |
|
|
2016
Q2 | $27K | Sell |
254
-500
| -66% | -$53.2K | 0.01% | 132 |
|
|
2016
Q1 | $72K | Buy |
754
+534
| +243% | +$51K | 0.04% | 80 |
|
|
2015
Q4 | $20K | Hold |
220
| – | – | 0.01% | 126 |
|
|
2015
Q3 | $17K | Sell |
220
-530
| -71% | -$41K | 0.01% | 124 |
|
|
2015
Q2 | $72K | Sell |
750
-598
| -44% | -$57.4K | 0.04% | 81 |
|
|
2015
Q1 | $142K | Buy |
+1,348
| New | +$142K | 0.08% | 59 |
|