SFE 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 | $2.15M | Sell |
15,017
-1,960
| -12% | -$281K | 0.38% | 68 |
|
|
2025
Q1 | $2.84M | Sell |
16,977
-3
| -0% | -$502 | 0.57% | 63 |
|
|
2024
Q4 | $2.46M | Sell |
16,980
-535
| -3% | -$77.5K | 0.52% | 64 |
|
|
2024
Q3 | $2.58M | Sell |
17,515
-30
| -0.2% | -$4.42K | 0.54% | 58 |
|
|
2024
Q2 | $2.74M | Sell |
17,545
-540
| -3% | -$84.5K | 0.61% | 55 |
|
|
2024
Q1 | $2.85M | Buy |
18,085
+3,893
| +27% | +$614K | 0.65% | 55 |
|
|
2023
Q4 | $2.12M | Buy |
14,192
+11,525
| +432% | +$1.72M | 0.55% | 63 |
|
|
2023
Q3 | $450K | Hold |
2,667
| – | – | 0.13% | 92 |
|
|
2023
Q2 | $420K | Buy |
2,667
+195
| +8% | +$30.7K | 0.12% | 98 |
|
|
2023
Q1 | $396K | Sell |
2,472
-55
| -2% | -$8.8K | 0.12% | 97 |
|
|
2022
Q4 | $452K | Hold |
2,527
| – | – | 0.14% | 94 |
|
|
2022
Q3 | $363K | Sell |
2,527
-50
| -2% | -$7.18K | 0.11% | 99 |
|
|
2022
Q2 | $373K | Sell |
2,577
-170
| -6% | -$24.6K | 0.11% | 101 |
|
|
2022
Q1 | $447K | Hold |
2,747
| – | – | 0.11% | 103 |
|
|
2021
Q4 | $322K | Sell |
2,747
-160
| -6% | -$18.8K | 0.08% | 110 |
|
|
2021
Q3 | $295K | Buy |
2,907
+260
| +10% | +$26.4K | 0.08% | 108 |
|
|
2021
Q2 | $277K | Sell |
2,647
-15
| -0.6% | -$1.57K | 0.08% | 110 |
|
|
2021
Q1 | $279K | Sell |
2,662
-3,250
| -55% | -$341K | 0.08% | 109 |
|
|
2020
Q4 | $499K | Sell |
5,912
-3,454
| -37% | -$292K | 0.16% | 92 |
|
|
2020
Q3 | $674K | Sell |
9,366
-949
| -9% | -$68.3K | 0.27% | 78 |
|
|
2020
Q2 | $920K | Buy |
10,315
+3,106
| +43% | +$277K | 0.41% | 63 |
|
|
2020
Q1 | $522K | Sell |
7,209
-250
| -3% | -$18.1K | 0.29% | 78 |
|
|
2019
Q4 | $899K | Sell |
7,459
-1,980
| -21% | -$239K | 0.37% | 71 |
|
|
2019
Q3 | $1.12M | Sell |
9,439
-220
| -2% | -$26.1K | 0.47% | 60 |
|
|
2019
Q2 | $1.2M | Buy |
9,659
+1,300
| +16% | +$162K | 0.51% | 59 |
|
|
2019
Q1 | $1.03M | Sell |
8,359
-184
| -2% | -$22.7K | 0.46% | 62 |
|
|
2018
Q4 | $929K | Sell |
8,543
-1,550
| -15% | -$169K | 0.48% | 61 |
|
|
2018
Q3 | $1.23M | Sell |
10,093
-56
| -0.6% | -$6.85K | 0.48% | 65 |
|
|
2018
Q2 | $1.28M | Buy |
10,149
+731
| +8% | +$92.4K | 0.53% | 54 |
|
|
2018
Q1 | $1.07M | Buy |
9,418
+4,643
| +97% | +$529K | 0.56% | 53 |
|
|
2017
Q4 | $598K | Buy |
4,775
+510
| +12% | +$63.9K | 0.24% | 85 |
|
|
2017
Q3 | $501K | Sell |
4,265
-100
| -2% | -$11.7K | 0.21% | 89 |
|
|
2017
Q2 | $455K | Sell |
4,365
-300
| -6% | -$31.3K | 0.18% | 91 |
|
|
2017
Q1 | $501K | Sell |
4,665
-452
| -9% | -$48.5K | 0.18% | 85 |
|
|
2016
Q4 | $595K | Sell |
5,117
-263
| -5% | -$30.6K | 0.23% | 80 |
|
|
2016
Q3 | $564K | Hold |
5,380
| – | – | 0.27% | 66 |
|
|
2016
Q2 | $564K | Sell |
5,380
-100
| -2% | -$10.5K | 0.26% | 67 |
|
|
2016
Q1 | $523K | Hold |
5,480
| – | – | 0.24% | 68 |
|
|
2015
Q4 | $493K | Sell |
5,480
-625
| -10% | -$56.2K | 0.23% | 70 |
|
|
2015
Q3 | $482K | Buy |
6,105
+255
| +4% | +$20.1K | 0.23% | 74 |
|
|
2015
Q2 | $564K | Buy |
5,850
+2,350
| +67% | +$227K | 0.23% | 73 |
|
|
2015
Q1 | $367K | Sell |
3,500
-295
| -8% | -$30.9K | 0.15% | 78 |
|
|
2014
Q4 | $426K | Sell |
3,795
-75
| -2% | -$8.42K | 0.18% | 74 |
|
|
2014
Q3 | $462K | Sell |
3,870
-100
| -3% | -$11.9K | 0.2% | 67 |
|
|
2014
Q2 | $518K | Buy |
3,970
+225
| +6% | +$29.4K | 0.21% | 66 |
|
|
2014
Q1 | $445K | Buy |
3,745
+60
| +2% | +$7.13K | 0.19% | 69 |
|
|
2013
Q4 | $460K | Sell |
3,685
-100
| -3% | -$12.5K | 0.2% | 67 |
|
|
2013
Q3 | $460K | Buy |
3,785
+63
| +2% | +$7.66K | 0.22% | 64 |
|
|
2013
Q2 | $440K | Buy |
+3,722
| New | +$440K | 0.23% | 65 |
|