Salem Investment Counselors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.42M | Buy |
30,887
+102
| +0.3% | +$14.6K | 0.14% | 95 |
|
2025
Q1 | $5.15M | Sell |
30,785
-3,540
| -10% | -$592K | 0.18% | 81 |
|
2024
Q4 | $4.97M | Sell |
34,325
-978
| -3% | -$142K | 0.16% | 86 |
|
2024
Q3 | $5.2M | Buy |
35,303
+1,033
| +3% | +$152K | 0.16% | 86 |
|
2024
Q2 | $5.36M | Buy |
34,270
+662
| +2% | +$104K | 0.17% | 84 |
|
2024
Q1 | $5.3M | Buy |
33,608
+2,442
| +8% | +$385K | 0.17% | 86 |
|
2023
Q4 | $4.65M | Sell |
31,166
-1,431
| -4% | -$213K | 0.16% | 88 |
|
2023
Q3 | $5.5M | Buy |
32,597
+746
| +2% | +$126K | 0.21% | 73 |
|
2023
Q2 | $5.01M | Sell |
31,851
-586
| -2% | -$92.2K | 0.18% | 79 |
|
2023
Q1 | $5.29M | Sell |
32,437
-376
| -1% | -$61.3K | 0.21% | 81 |
|
2022
Q4 | $5.89M | Buy |
32,813
+904
| +3% | +$162K | 0.25% | 68 |
|
2022
Q3 | $4.58M | Buy |
31,909
+2,824
| +10% | +$406K | 0.21% | 77 |
|
2022
Q2 | $4.21M | Buy |
29,085
+4,775
| +20% | +$691K | 0.19% | 85 |
|
2022
Q1 | $3.96M | Buy |
24,310
+1,637
| +7% | +$267K | 0.16% | 88 |
|
2021
Q4 | $2.66M | Buy |
22,673
+874
| +4% | +$103K | 0.09% | 119 |
|
2021
Q3 | $2.21M | Buy |
21,799
+5,905
| +37% | +$599K | 0.12% | 132 |
|
2021
Q2 | $1.67M | Buy |
15,894
+1,926
| +14% | +$202K | 0.09% | 145 |
|
2021
Q1 | $1.46M | Sell |
13,968
-213
| -2% | -$22.3K | 0.09% | 144 |
|
2020
Q4 | $1.2M | Sell |
14,181
-104
| -0.7% | -$8.79K | 0.08% | 144 |
|
2020
Q3 | $1.03M | Sell |
14,285
-10
| -0.1% | -$720 | 0.08% | 143 |
|
2020
Q2 | $1.28M | Sell |
14,295
-482
| -3% | -$43K | 0.11% | 129 |
|
2020
Q1 | $1.07M | Sell |
14,777
-3,776
| -20% | -$274K | 0.11% | 131 |
|
2019
Q4 | $2.24M | Buy |
18,553
+1,047
| +6% | +$126K | 0.19% | 106 |
|
2019
Q3 | $2.08M | Buy |
17,506
+12
| +0.1% | +$1.42K | 0.19% | 109 |
|
2019
Q2 | $2.18M | Sell |
17,494
-14,166
| -45% | -$1.76M | 0.2% | 108 |
|
2019
Q1 | $3.87M | Buy |
31,660
+1,271
| +4% | +$155K | 0.4% | 63 |
|
2018
Q4 | $3.31M | Sell |
30,389
-1,271
| -4% | -$138K | 0.42% | 61 |
|
2018
Q3 | $3.87M | Sell |
31,660
-1,799
| -5% | -$220K | 0.4% | 63 |
|
2018
Q2 | $4.23M | Buy |
33,459
+769
| +2% | +$97.2K | 0.39% | 54 |
|
2018
Q1 | $3.68M | Sell |
32,690
-1,419
| -4% | -$160K | 0.42% | 61 |
|
2017
Q4 | $4.27M | Sell |
34,109
-4,900
| -13% | -$613K | 0.46% | 56 |
|
2017
Q3 | $4.58M | Buy |
39,009
+3,826
| +11% | +$450K | 0.54% | 47 |
|
2017
Q2 | $3.67M | Sell |
35,183
-4,028
| -10% | -$420K | 0.43% | 54 |
|
2017
Q1 | $4.19M | Buy |
39,211
+3,126
| +9% | +$334K | 0.45% | 59 |
|
2016
Q4 | $4.25M | Buy |
36,085
+118
| +0.3% | +$13.9K | 0.49% | 56 |
|
2016
Q3 | $37K | Sell |
35,967
-1,473
| -4% | -$1.52K | 0.48% | 54 |
|
2016
Q2 | $3.93M | Sell |
37,440
-211
| -0.6% | -$22.1K | 0.47% | 60 |
|
2016
Q1 | $3.59M | Buy |
37,651
+4,859
| +15% | +$464K | 0.44% | 65 |
|
2015
Q4 | $2.95M | Sell |
32,792
-1,197
| -4% | -$108K | 0.37% | 70 |
|
2015
Q3 | $2.66M | Buy |
33,989
+2
| +0% | +$156 | 0.35% | 71 |
|
2015
Q2 | $3.28M | Buy |
33,987
+102
| +0.3% | +$9.84K | 0.4% | 66 |
|
2015
Q1 | $3.56M | Buy |
33,885
+499
| +1% | +$52.4K | 0.42% | 60 |
|
2014
Q4 | $3.75M | Buy |
33,386
+175
| +0.5% | +$19.6K | 0.45% | 60 |
|
2014
Q3 | $3.96M | Sell |
33,211
-2,381
| -7% | -$284K | 0.48% | 59 |
|
2014
Q2 | $4.65M | Sell |
35,592
-570
| -2% | -$74.4K | 0.56% | 54 |
|
2014
Q1 | $4.3M | Buy |
36,162
+2,588
| +8% | +$308K | 0.53% | 54 |
|
2013
Q4 | $4.19M | Sell |
33,574
-150
| -0.4% | -$18.7K | 0.55% | 54 |
|
2013
Q3 | $4.1M | Buy |
33,724
+588
| +2% | +$71.4K | 0.57% | 56 |
|
2013
Q2 | $3.92M | Buy |
+33,136
| New | +$3.92M | 0.57% | 55 |
|