Samalin Investment Counsel’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $819K | Sell |
5,716
-361
| -6% | -$51.7K | 0.31% | 89 |
|
|
2025
Q1 | $1.02M | Buy |
6,077
+1,270
| +26% | +$212K | 0.41% | 61 |
|
|
2024
Q4 | $696K | Hold |
4,807
| – | – | 0.3% | 98 |
|
|
2024
Q3 | $708K | Sell |
4,807
-461
| -9% | -$67.9K | 0.31% | 99 |
|
|
2024
Q2 | $824K | Sell |
5,268
-459
| -8% | -$71.8K | 0.39% | 69 |
|
|
2024
Q1 | $903K | Sell |
5,727
-597
| -9% | -$94.2K | 0.43% | 64 |
|
|
2023
Q4 | $943K | Buy |
6,324
+479
| +8% | +$71.5K | 0.48% | 50 |
|
|
2023
Q3 | $986K | Buy |
5,845
+169
| +3% | +$28.5K | 0.57% | 46 |
|
|
2023
Q2 | $893K | Buy |
5,676
+1,500
| +36% | +$236K | 0.48% | 52 |
|
|
2023
Q1 | $681K | Buy |
4,176
+33
| +0.8% | +$5.39K | 0.41% | 64 |
|
|
2022
Q4 | $744K | Sell |
4,143
-91
| -2% | -$16.3K | 0.47% | 58 |
|
|
2022
Q3 | $608K | Sell |
4,234
-79
| -2% | -$11.3K | 0.45% | 61 |
|
|
2022
Q2 | $624K | Buy |
4,313
+250
| +6% | +$36.2K | 0.44% | 65 |
|
|
2022
Q1 | $662K | Sell |
4,063
-1,055
| -21% | -$172K | 0.4% | 71 |
|
|
2021
Q4 | $601K | Sell |
5,118
-147
| -3% | -$17.3K | 0.36% | 78 |
|
|
2021
Q3 | $534K | Sell |
5,265
-2,824
| -35% | -$286K | 0.35% | 88 |
|
|
2021
Q2 | $847K | Buy |
8,089
+2,651
| +49% | +$278K | 0.55% | 39 |
|
|
2021
Q1 | $569K | Buy |
5,438
+996
| +22% | +$104K | 0.38% | 82 |
|
|
2020
Q4 | $375K | Buy |
4,442
+513
| +13% | +$43.3K | 0.28% | 115 |
|
|
2020
Q3 | $283K | Sell |
3,929
-1,081
| -22% | -$77.9K | 0.25% | 131 |
|
|
2020
Q2 | $447K | Buy |
5,010
+2,077
| +71% | +$185K | 0.47% | 63 |
|
|
2020
Q1 | $212K | Sell |
2,933
-1,652
| -36% | -$119K | 0.28% | 107 |
|
|
2019
Q4 | $552K | Buy |
+4,585
| New | +$552K | 0.46% | 55 |
|