Roundview Capital’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.74M | Sell |
19,129
-377
| -2% | -$54K | 0.18% | 125 |
|
|
2025
Q1 | $3.26M | Sell |
19,506
-38
| -0.2% | -$6.36K | 0.24% | 99 |
|
|
2024
Q4 | $2.83M | Sell |
19,544
-637
| -3% | -$92.3K | 0.2% | 116 |
|
|
2024
Q3 | $2.97M | Buy |
20,181
+231
| +1% | +$34K | 0.22% | 101 |
|
|
2024
Q2 | $3.12M | Buy |
19,950
+2,439
| +14% | +$382K | 0.25% | 94 |
|
|
2024
Q1 | $2.76M | Sell |
17,511
-150
| -0.8% | -$23.7K | 0.23% | 104 |
|
|
2023
Q4 | $2.63M | Sell |
17,661
-884
| -5% | -$132K | 0.24% | 95 |
|
|
2023
Q3 | $3.13M | Sell |
18,545
-1,919
| -9% | -$324K | 0.31% | 80 |
|
|
2023
Q2 | $3.22M | Buy |
20,464
+288
| +1% | +$45.3K | 0.31% | 85 |
|
|
2023
Q1 | $3.29M | Buy |
20,176
+570
| +3% | +$93K | 0.34% | 77 |
|
|
2022
Q4 | $3.52M | Buy |
19,606
+571
| +3% | +$102K | 0.4% | 73 |
|
|
2022
Q3 | $2.74M | Sell |
19,035
-18
| -0.1% | -$2.59K | 0.35% | 80 |
|
|
2022
Q2 | $2.76M | Sell |
19,053
-360
| -2% | -$52.1K | 0.33% | 83 |
|
|
2022
Q1 | $3.16M | Sell |
19,413
-337
| -2% | -$54.9K | 0.32% | 85 |
|
|
2021
Q4 | $2.32M | Sell |
19,750
-460
| -2% | -$54K | 0.23% | 112 |
|
|
2021
Q3 | $2.05M | Buy |
20,210
+637
| +3% | +$64.6K | 0.23% | 115 |
|
|
2021
Q2 | $2.05M | Sell |
19,573
-180
| -0.9% | -$18.9K | 0.23% | 115 |
|
|
2021
Q1 | $2.07M | Buy |
19,753
+1,535
| +8% | +$161K | 0.26% | 102 |
|
|
2020
Q4 | $1.54M | Sell |
18,218
-4,478
| -20% | -$378K | 0.21% | 116 |
|
|
2020
Q3 | $1.63M | Sell |
22,696
-6,722
| -23% | -$484K | 0.26% | 98 |
|
|
2020
Q2 | $2.63M | Sell |
29,418
-3,162
| -10% | -$282K | 0.45% | 55 |
|
|
2020
Q1 | $2.36M | Buy |
32,580
+4,225
| +15% | +$306K | 0.5% | 50 |
|
|
2019
Q4 | $3.42M | Buy |
28,355
+2,524
| +10% | +$304K | 0.65% | 35 |
|
|
2019
Q3 | $3.06M | Buy |
25,831
+70
| +0.3% | +$8.3K | 0.66% | 35 |
|
|
2019
Q2 | $3.21M | Sell |
25,761
-2,746
| -10% | -$342K | 0.72% | 34 |
|
|
2019
Q1 | $3.51M | Sell |
28,507
-211
| -0.7% | -$26K | 0.83% | 30 |
|
|
2018
Q4 | $3.12M | Buy |
28,718
+7,200
| +33% | +$783K | 0.88% | 29 |
|
|
2018
Q3 | $2.63M | Sell |
21,518
-340
| -2% | -$41.6K | 0.65% | 40 |
|
|
2018
Q2 | $2.76M | Buy |
21,858
+697
| +3% | +$88.1K | 0.72% | 35 |
|
|
2018
Q1 | $2.41M | Buy |
21,161
+3,554
| +20% | +$405K | 0.68% | 41 |
|
|
2017
Q4 | $2.2M | Buy |
17,607
+281
| +2% | +$35.2K | 0.57% | 54 |
|
|
2017
Q3 | $2.04M | Sell |
17,326
-547
| -3% | -$64.3K | 0.58% | 53 |
|
|
2017
Q2 | $1.87M | Buy |
17,873
+349
| +2% | +$36.4K | 0.54% | 58 |
|
|
2017
Q1 | $1.88M | Sell |
17,524
-162
| -0.9% | -$17.4K | 0.58% | 62 |
|
|
2016
Q4 | $2.08M | Buy |
17,686
+100
| +0.6% | +$11.8K | 0.67% | 43 |
|
|
2016
Q3 | $1.81M | Buy |
17,586
+34
| +0.2% | +$3.5K | 0.64% | 47 |
|
|
2016
Q2 | $1.84M | Sell |
17,552
-150
| -0.8% | -$15.7K | 0.68% | 47 |
|
|
2016
Q1 | $1.69M | Buy |
17,702
+2,425
| +16% | +$231K | 0.63% | 51 |
|
|
2015
Q4 | $1.37M | Buy |
15,277
+85
| +0.6% | +$7.65K | 0.54% | 60 |
|
|
2015
Q3 | $1.2M | Sell |
15,192
-2,124
| -12% | -$167K | 0.51% | 60 |
|
|
2015
Q2 | $1.67M | Buy |
17,316
+1,872
| +12% | +$181K | 0.63% | 54 |
|
|
2015
Q1 | $1.62M | Buy |
15,444
+145
| +0.9% | +$15.2K | 0.64% | 51 |
|
|
2014
Q4 | $1.72M | Buy |
15,299
+1,504
| +11% | +$169K | 0.7% | 47 |
|
|
2014
Q3 | $1.65M | Sell |
13,795
-90
| -0.6% | -$10.7K | 0.74% | 40 |
|
|
2014
Q2 | $1.81M | Buy |
13,885
+156
| +1% | +$20.4K | 0.73% | 36 |
|
|
2014
Q1 | $1.63M | Buy |
13,729
+478
| +4% | +$56.9K | 0.79% | 43 |
|
|
2013
Q4 | $1.66M | Buy |
13,251
+612
| +5% | +$76.4K | 0.76% | 45 |
|
|
2013
Q3 | $1.54M | Hold |
12,639
| – | – | 0.8% | 42 |
|
|
2013
Q2 | $1.5M | Buy |
+12,639
| New | +$1.5M | 0.94% | 35 |
|