Sather Financial Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $503K | Buy |
3,512
+1,170
| +50% | +$168K | 0.03% | 66 |
|
|
2025
Q1 | $392K | Hold |
2,342
| – | – | 0.03% | 63 |
|
|
2024
Q4 | $339K | Buy |
2,342
+34
| +1% | +$4.93K | 0.02% | 65 |
|
|
2024
Q3 | $340K | Hold |
2,308
| – | – | 0.02% | 67 |
|
|
2024
Q2 | $361K | Sell |
2,308
-59
| -2% | -$9.23K | 0.03% | 65 |
|
|
2024
Q1 | $373K | Hold |
2,367
| – | – | 0.03% | 71 |
|
|
2023
Q4 | $353K | Hold |
2,367
| – | – | 0.03% | 68 |
|
|
2023
Q3 | $399K | Buy |
2,367
+59
| +3% | +$9.95K | 0.03% | 65 |
|
|
2023
Q2 | $363K | Hold |
2,308
| – | – | 0.03% | 70 |
|
|
2023
Q1 | $377K | Hold |
2,308
| – | – | 0.03% | 71 |
|
|
2022
Q4 | $414K | Hold |
2,308
| – | – | 0.03% | 83 |
|
|
2022
Q3 | $332K | Hold |
2,308
| – | – | 0.04% | 58 |
|
|
2022
Q2 | $334K | Sell |
2,308
-1,000
| -30% | -$145K | 0.03% | 64 |
|
|
2022
Q1 | $539K | Buy |
3,308
+1,000
| +43% | +$163K | 0.05% | 53 |
|
|
2021
Q4 | $271K | Sell |
2,308
-550
| -19% | -$64.6K | 0.02% | 70 |
|
|
2021
Q3 | $290K | Hold |
2,858
| – | – | 0.03% | 67 |
|
|
2021
Q2 | $299K | Hold |
2,858
| – | – | 0.03% | 45 |
|
|
2021
Q1 | $299K | Hold |
2,858
| – | – | 0.03% | 41 |
|
|
2020
Q4 | $241K | Hold |
2,858
| – | – | 0.03% | 39 |
|
|
2020
Q3 | $205K | Hold |
2,858
| – | – | 0.03% | 42 |
|
|
2020
Q2 | $255K | Sell |
2,858
-200
| -7% | -$17.8K | 0.04% | 37 |
|
|
2020
Q1 | $221K | Sell |
3,058
-119
| -4% | -$8.6K | 0.04% | 55 |
|
|
2019
Q4 | $382K | Buy |
3,177
+19
| +0.6% | +$2.29K | 0.06% | 55 |
|
|
2019
Q3 | $374K | Buy |
3,158
+308
| +11% | +$36.5K | 0.07% | 42 |
|
|
2019
Q2 | $354K | Hold |
2,850
| – | – | 0.07% | 46 |
|
|
2019
Q1 | $351K | Sell |
2,850
-749
| -21% | -$92.2K | 0.07% | 47 |
|
|
2018
Q4 | $391K | Hold |
3,599
| – | – | 0.09% | 47 |
|
|
2018
Q3 | $440K | Sell |
3,599
-2,117
| -37% | -$259K | 0.09% | 44 |
|
|
2018
Q2 | $723K | Sell |
5,716
-3,238
| -36% | -$410K | 0.16% | 43 |
|
|
2018
Q1 | $1.02M | Buy |
8,954
+535
| +6% | +$61K | 0.24% | 38 |
|
|
2017
Q4 | $1.05M | Hold |
8,419
| – | – | 0.26% | 35 |
|
|
2017
Q3 | $989K | Buy |
8,419
+3,012
| +56% | +$354K | 0.27% | 36 |
|
|
2017
Q2 | $564K | Buy |
5,407
+2,000
| +59% | +$209K | 0.16% | 40 |
|
|
2017
Q1 | $366K | Buy |
3,407
+20
| +0.6% | +$2.15K | 0.11% | 37 |
|
|
2016
Q4 | $399K | Hold |
3,387
| – | – | 0.14% | 38 |
|
|
2016
Q3 | $349K | Hold |
3,387
| – | – | 0.13% | 39 |
|
|
2016
Q2 | $355K | Buy |
3,387
+100
| +3% | +$10.5K | 0.14% | 41 |
|
|
2016
Q1 | $314K | Buy |
3,287
+537
| +20% | +$51.3K | 0.13% | 42 |
|
|
2015
Q4 | $247K | Hold |
2,750
| – | – | 0.1% | 45 |
|
|
2015
Q3 | $217K | Buy |
+2,750
| New | +$217K | 0.09% | 46 |
|