RFM
Royal Fund Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.26M | Buy |
22,764
+2,255
| +11% | +$323K | 0.32% | 97 |
|
|
2025
Q1 | $3.43M | Buy |
20,509
+563
| +3% | +$94.2K | 0.38% | 87 |
|
|
2024
Q4 | $2.89M | Buy |
19,946
+15,878
| +390% | +$2.3M | 0.27% | 104 |
|
|
2024
Q3 | $600K | Sell |
4,068
-422
| -9% | -$62.2K | 0.04% | 211 |
|
|
2024
Q2 | $703K | Sell |
4,490
-1,732
| -28% | -$271K | 0.06% | 192 |
|
|
2024
Q1 | $981K | Sell |
6,222
-151
| -2% | -$23.8K | 0.1% | 174 |
|
|
2023
Q4 | $950K | Buy |
6,373
+562
| +10% | +$83.8K | 0.11% | 170 |
|
|
2023
Q3 | $980K | Buy |
5,811
+412
| +8% | +$69.5K | 0.13% | 153 |
|
|
2023
Q2 | $850K | Sell |
5,399
-6
| -0.1% | -$944 | 0.11% | 154 |
|
|
2023
Q1 | $882K | Buy |
5,405
+4
| +0.1% | +$653 | 0.13% | 148 |
|
|
2022
Q4 | $969K | Buy |
5,401
+1,041
| +24% | +$187K | 0.15% | 121 |
|
|
2022
Q3 | $626K | Sell |
4,360
-1,048
| -19% | -$150K | 0.11% | 131 |
|
|
2022
Q2 | $783K | Sell |
5,408
-484
| -8% | -$70.1K | 0.13% | 121 |
|
|
2022
Q1 | $959K | Sell |
5,892
-105
| -2% | -$17.1K | 0.14% | 114 |
|
|
2021
Q4 | $703K | Sell |
5,997
-52
| -0.9% | -$6.1K | 0.1% | 128 |
|
|
2021
Q3 | $613K | Sell |
6,049
-540
| -8% | -$54.7K | 0.09% | 131 |
|
|
2021
Q2 | $690K | Buy |
6,589
+376
| +6% | +$39.4K | 0.11% | 124 |
|
|
2021
Q1 | $651K | Buy |
6,213
+333
| +6% | +$34.9K | 0.12% | 129 |
|
|
2020
Q4 | $496K | Sell |
5,880
-435
| -7% | -$36.7K | 0.11% | 124 |
|
|
2020
Q3 | $454K | Sell |
6,315
-27,365
| -81% | -$1.97M | 0.12% | 116 |
|
|
2020
Q2 | $3.01M | Buy |
33,680
+4,390
| +15% | +$392K | 1.06% | 43 |
|
|
2020
Q1 | $2.12M | Buy |
29,290
+20,218
| +223% | +$1.46M | 0.86% | 43 |
|
|
2019
Q4 | $1.09M | Sell |
9,072
-1,058
| -10% | -$127K | 0.28% | 67 |
|
|
2019
Q3 | $1.2M | Sell |
10,130
-611
| -6% | -$72.4K | 0.33% | 61 |
|
|
2019
Q2 | $1.34M | Buy |
10,741
+432
| +4% | +$53.7K | 0.4% | 59 |
|
|
2019
Q1 | $1.27M | Buy |
10,309
+3,725
| +57% | +$459K | 0.4% | 58 |
|
|
2018
Q4 | $716K | Buy |
6,584
+426
| +7% | +$46.3K | 0.29% | 62 |
|
|
2018
Q3 | $753K | Sell |
6,158
-146
| -2% | -$17.9K | 0.23% | 71 |
|
|
2018
Q2 | $797K | Sell |
6,304
-224
| -3% | -$28.3K | 0.26% | 63 |
|
|
2018
Q1 | $744K | Sell |
6,528
-136
| -2% | -$15.5K | 0.27% | 66 |
|
|
2017
Q4 | $834K | Buy |
6,664
+2,700
| +68% | +$338K | 0.3% | 57 |
|
|
2017
Q3 | $465K | Sell |
3,964
-63
| -2% | -$7.39K | 0.19% | 62 |
|
|
2017
Q2 | $420K | Buy |
4,027
+420
| +12% | +$43.8K | 0.18% | 61 |
|
|
2017
Q1 | $387K | Buy |
3,607
+270
| +8% | +$29K | 0.19% | 58 |
|
|
2016
Q4 | $392K | Buy |
+3,337
| New | +$392K | 0.22% | 48 |
|