RSS
Rosenblum Silverman Sutton’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $305K | Sell |
2,130
-274
| -11% | -$39.2K | 0.07% | 69 |
|
|
2025
Q1 | $402K | Sell |
2,404
-775
| -24% | -$130K | 0.11% | 64 |
|
|
2024
Q4 | $460K | Buy |
3,179
+100
| +3% | +$14.5K | 0.12% | 63 |
|
|
2024
Q3 | $453K | Hold |
3,079
| – | – | 0.12% | 63 |
|
|
2024
Q2 | $482K | Sell |
3,079
-550
| -15% | -$86K | 0.13% | 58 |
|
|
2024
Q1 | $572K | Hold |
3,629
| – | – | 0.16% | 57 |
|
|
2023
Q4 | $541K | Sell |
3,629
-200
| -5% | -$29.8K | 0.17% | 56 |
|
|
2023
Q3 | $646K | Hold |
3,829
| – | – | 0.22% | 56 |
|
|
2023
Q2 | $602K | Sell |
3,829
-100
| -3% | -$15.7K | 0.2% | 55 |
|
|
2023
Q1 | $641K | Sell |
3,929
-102
| -3% | -$16.6K | 0.23% | 49 |
|
|
2022
Q4 | $724K | Sell |
4,031
-451
| -10% | -$81K | 0.26% | 47 |
|
|
2022
Q3 | $644K | Sell |
4,482
-725
| -14% | -$104K | 0.23% | 54 |
|
|
2022
Q2 | $754K | Buy |
5,207
+91
| +2% | +$13.2K | 0.25% | 52 |
|
|
2022
Q1 | $833K | Hold |
5,116
| – | – | 0.21% | 49 |
|
|
2021
Q4 | $600K | Hold |
5,116
| – | – | 0.14% | 54 |
|
|
2021
Q3 | $519K | Hold |
5,116
| – | – | 0.12% | 55 |
|
|
2021
Q2 | $536K | Sell |
5,116
-53
| -1% | -$5.55K | 0.12% | 54 |
|
|
2021
Q1 | $542K | Sell |
5,169
-397
| -7% | -$41.6K | 0.14% | 53 |
|
|
2020
Q4 | $470K | Sell |
5,566
-600
| -10% | -$50.7K | 0.12% | 51 |
|
|
2020
Q3 | $444K | Hold |
6,166
| – | – | 0.12% | 51 |
|
|
2020
Q2 | $550K | Sell |
6,166
-1,305
| -17% | -$116K | 0.18% | 48 |
|
|
2020
Q1 | $541K | Sell |
7,471
-975
| -12% | -$70.6K | 0.22% | 53 |
|
|
2019
Q4 | $1.02M | Hold |
8,446
| – | – | 0.37% | 47 |
|
|
2019
Q3 | $1M | Buy |
8,446
+1,400
| +20% | +$166K | 0.39% | 46 |
|
|
2019
Q2 | $877K | Buy |
7,046
+992
| +16% | +$123K | 0.33% | 47 |
|
|
2019
Q1 | $746K | Sell |
6,054
-28,891
| -83% | -$3.56M | 0.3% | 48 |
|
|
2018
Q4 | $1.82M | Buy |
34,945
+29,067
| +495% | +$1.51M | 0.83% | 36 |
|
|
2018
Q3 | $719K | Sell |
5,878
-261
| -4% | -$31.9K | 0.24% | 56 |
|
|
2018
Q2 | $776K | Sell |
6,139
-1,189
| -16% | -$150K | 0.27% | 56 |
|
|
2018
Q1 | $836K | Sell |
7,328
-4,619
| -39% | -$527K | 0.3% | 53 |
|
|
2017
Q4 | $1.5M | Sell |
11,947
-805
| -6% | -$101K | 0.54% | 48 |
|
|
2017
Q3 | $1.5M | Sell |
12,752
-499
| -4% | -$58.6K | 0.57% | 47 |
|
|
2017
Q2 | $1.38M | Buy |
13,251
+1
| +0% | +$104 | 0.55% | 50 |
|
|
2017
Q1 | $1.42M | Sell |
13,250
-373
| -3% | -$40.1K | 0.6% | 49 |
|
|
2016
Q4 | $1.6M | Buy |
13,623
+100
| +0.7% | +$11.8K | 0.76% | 43 |
|
|
2016
Q3 | $1.39M | Sell |
13,523
-779
| -5% | -$80.2K | 0.64% | 46 |
|
|
2016
Q2 | $1.5M | Buy |
+14,302
| New | +$1.5M | 0.72% | 41 |
|
|
2015
Q4 | $1.35M | Sell |
15,050
-3,817
| -20% | -$343K | 0.62% | 48 |
|
|
2015
Q3 | $1.49M | Sell |
18,867
-3,436
| -15% | -$271K | 0.71% | 45 |
|
|
2015
Q2 | $2.15M | Buy |
+22,303
| New | +$2.15M | 0.86% | 41 |
|
|
2014
Q4 | $2.69M | Sell |
23,982
-449
| -2% | -$50.4K | 1.16% | 34 |
|
|
2014
Q3 | $2.92M | Buy |
24,431
+250
| +1% | +$29.8K | 1.31% | 31 |
|
|
2014
Q2 | $3.16M | Sell |
24,181
-554
| -2% | -$72.3K | 1.47% | 27 |
|
|
2014
Q1 | $2.94M | Sell |
24,735
-455
| -2% | -$54.1K | 1.39% | 27 |
|
|
2013
Q4 | $3.15M | Sell |
25,190
-1,054
| -4% | -$132K | 1.49% | 28 |
|
|
2013
Q3 | $3.19M | Buy |
+26,244
| New | +$3.19M | 1.71% | 26 |
|