Sawyer & Company’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.95M | Buy |
13,591
+754
| +6% | +$108K | 0.73% | 47 |
|
2025
Q1 | $2.15M | Buy |
12,837
+139
| +1% | +$23.3K | 0.87% | 43 |
|
2024
Q4 | $1.84M | Buy |
12,698
+120
| +1% | +$17.4K | 0.68% | 47 |
|
2024
Q3 | $1.85M | Buy |
12,578
+697
| +6% | +$103K | 0.69% | 51 |
|
2024
Q2 | $1.86M | Buy |
11,881
+283
| +2% | +$44.3K | 0.74% | 47 |
|
2024
Q1 | $1.83M | Buy |
11,598
+758
| +7% | +$120K | 0.73% | 49 |
|
2023
Q4 | $1.62M | Buy |
10,840
+100
| +0.9% | +$14.9K | 0.71% | 50 |
|
2023
Q3 | $1.81M | Buy |
10,740
+166
| +2% | +$28K | 0.85% | 44 |
|
2023
Q2 | $1.66M | Buy |
10,574
+206
| +2% | +$32.4K | 0.76% | 48 |
|
2023
Q1 | $1.75M | Sell |
10,368
-58
| -0.6% | -$9.76K | 0.94% | 45 |
|
2022
Q4 | $1.87M | Sell |
10,426
-200
| -2% | -$35.9K | 0.92% | 40 |
|
2022
Q3 | $1.53M | Sell |
10,626
-20
| -0.2% | -$2.87K | 0.83% | 44 |
|
2022
Q2 | $1.54M | Sell |
10,646
-668
| -6% | -$96.7K | 0.78% | 44 |
|
2022
Q1 | $1.84M | Sell |
11,314
-59
| -0.5% | -$9.61K | 0.83% | 45 |
|
2021
Q4 | $1.34M | Sell |
11,373
-377
| -3% | -$44.3K | 0.58% | 59 |
|
2021
Q3 | $1.19M | Buy |
11,750
+1,100
| +10% | +$112K | 0.56% | 59 |
|
2021
Q2 | $1.12M | Sell |
10,650
-135
| -1% | -$14.1K | 0.52% | 61 |
|
2021
Q1 | $1.13M | Sell |
10,785
-25
| -0.2% | -$2.62K | 0.56% | 57 |
|
2020
Q4 | $9.13M | Sell |
10,810
-170
| -2% | -$144K | 4.66% | 2 |
|
2020
Q3 | $791K | Hold |
10,980
| – | – | 0.47% | 63 |
|
2020
Q2 | $980K | Buy |
10,980
+1,205
| +12% | +$108K | 0.61% | 52 |
|
2020
Q1 | $708K | Buy |
9,775
+1,310
| +15% | +$94.9K | 0.56% | 51 |
|
2019
Q4 | $1.02M | Sell |
8,465
-185
| -2% | -$22.3K | 0.66% | 48 |
|
2019
Q3 | $1.03M | Sell |
8,650
-395
| -4% | -$46.9K | 0.73% | 42 |
|
2019
Q2 | $1.13M | Sell |
9,045
-320
| -3% | -$39.8K | 0.75% | 44 |
|
2019
Q1 | $1.15M | Buy |
9,365
+1,865
| +25% | +$230K | 0.76% | 44 |
|
2018
Q4 | $816K | Sell |
7,500
-140
| -2% | -$15.2K | 0.6% | 53 |
|
2018
Q3 | $934K | Buy |
7,640
+50
| +0.7% | +$6.11K | 0.57% | 56 |
|
2018
Q2 | $960K | Hold |
7,590
| – | – | 0.63% | 54 |
|
2018
Q1 | $866K | Buy |
7,590
+225
| +3% | +$25.7K | 0.59% | 58 |
|
2017
Q4 | $922K | Buy |
+7,365
| New | +$922K | 0.6% | 57 |
|