Shelton Capital Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.5M | Sell |
108,387
-21,912
| -17% | -$3.14M | 0.36% | 66 |
|
|
2025
Q1 | $21.8M | Buy |
130,299
+48,870
| +60% | +$8.18M | 0.52% | 45 |
|
|
2024
Q4 | $11.8M | Buy |
81,429
+8,921
| +12% | +$1.29M | 0.29% | 84 |
|
|
2024
Q3 | $10.7M | Sell |
72,508
-571
| -0.8% | -$84.1K | 0.27% | 84 |
|
|
2024
Q2 | $11.4M | Buy |
73,079
+14,127
| +24% | +$2.21M | 0.31% | 72 |
|
|
2024
Q1 | $9.3M | Sell |
58,952
-2,680
| -4% | -$423K | 0.26% | 84 |
|
|
2023
Q4 | $9.19M | Buy |
61,632
+961
| +2% | +$143K | 0.29% | 81 |
|
|
2023
Q3 | $10.2M | Buy |
60,671
+7,638
| +14% | +$1.29M | 0.37% | 55 |
|
|
2023
Q2 | $8.34M | Buy |
53,033
+8,124
| +18% | +$1.28M | 0.3% | 76 |
|
|
2023
Q1 | $7.33M | Buy |
44,909
+29,909
| +199% | +$4.88M | 0.31% | 88 |
|
|
2022
Q4 | $2.69M | Sell |
15,000
-51,536
| -77% | -$9.25M | 0.28% | 123 |
|
|
2022
Q3 | $9.56M | Sell |
66,536
-3,005
| -4% | -$432K | 0.45% | 54 |
|
|
2022
Q2 | $10.1M | Sell |
69,541
-1,029
| -1% | -$149K | 0.45% | 53 |
|
|
2022
Q1 | $11.5M | Sell |
70,570
-9,135
| -11% | -$1.49M | 0.42% | 49 |
|
|
2021
Q4 | $9.35M | Sell |
79,705
-23,983
| -23% | -$2.81M | 0.33% | 67 |
|
|
2021
Q3 | $10.5M | Sell |
103,688
-721
| -0.7% | -$73.1K | 0.41% | 47 |
|
|
2021
Q2 | $10.9M | Buy |
104,409
+4,446
| +4% | +$466K | 0.41% | 50 |
|
|
2021
Q1 | $10.5M | Sell |
99,963
-13,477
| -12% | -$1.41M | 0.36% | 57 |
|
|
2020
Q4 | $9.58M | Sell |
113,440
-37,849
| -25% | -$3.2M | 0.43% | 47 |
|
|
2020
Q3 | $10.9M | Sell |
151,289
-7,622
| -5% | -$549K | 0.45% | 41 |
|
|
2020
Q2 | $14.2M | Sell |
158,911
-1,169
| -0.7% | -$104K | 0.78% | 22 |
|
|
2020
Q1 | $11.6M | Sell |
160,080
-2,596
| -2% | -$188K | 0.84% | 20 |
|
|
2019
Q4 | $19.6M | Buy |
162,676
+43,745
| +37% | +$5.27M | 1.08% | 12 |
|
|
2019
Q3 | $14.1M | Buy |
118,931
+10,414
| +10% | +$1.24M | 0.83% | 19 |
|
|
2019
Q2 | $13.5M | Buy |
108,517
+93,621
| +628% | +$11.7M | 0.78% | 19 |
|
|
2019
Q1 | $121K | Sell |
14,896
-143,215
| -91% | -$1.16M | 0.48% | 42 |
|
|
2018
Q4 | $17.2M | Buy |
158,111
+1,214
| +0.8% | +$132K | 1.17% | 13 |
|
|
2018
Q3 | $19.2M | Buy |
156,897
+7,030
| +5% | +$860K | 1.09% | 10 |
|
|
2018
Q2 | $18.9M | Sell |
149,867
-25,275
| -14% | -$3.2M | 1.18% | 10 |
|
|
2018
Q1 | $20M | Sell |
175,142
-7,862
| -4% | -$897K | 1.31% | 10 |
|
|
2017
Q4 | $22.9M | Sell |
183,004
-32,619
| -15% | -$4.08M | 1.47% | 8 |
|
|
2017
Q3 | $25.3M | Sell |
215,623
-37,174
| -15% | -$4.37M | 1.71% | 6 |
|
|
2017
Q2 | $26.4M | Sell |
252,797
-244,126
| -49% | -$25.5M | 1.86% | 5 |
|
|
2017
Q1 | $53.4M | Sell |
496,923
-32,739
| -6% | -$3.52M | 3.69% | 3 |
|
|
2016
Q4 | $62.3M | Sell |
529,662
-15,757
| -3% | -$1.85M | 4.75% | 2 |
|
|
2016
Q3 | $56.1M | Buy |
545,419
+25,587
| +5% | +$2.63M | 4.69% | 2 |
|
|
2016
Q2 | $54.5M | Buy |
519,832
+76,046
| +17% | +$7.97M | 4.8% | 2 |
|
|
2016
Q1 | $42.3M | Buy |
443,786
+172,633
| +64% | +$16.5M | 3.83% | 2 |
|
|
2015
Q4 | $24.4M | Buy |
271,153
+151,560
| +127% | +$13.6M | 2.36% | 4 |
|
|
2015
Q3 | $9.43M | Buy |
119,593
+16,135
| +16% | +$1.27M | 1.04% | 12 |
|
|
2015
Q2 | $9.98M | Buy |
103,458
+4,013
| +4% | +$387K | 1.03% | 14 |
|
|
2015
Q1 | $10.4M | Buy |
99,445
+2,897
| +3% | +$304K | 1.13% | 11 |
|
|
2014
Q4 | $10.8M | Buy |
96,548
+8,386
| +10% | +$941K | 1.26% | 8 |
|
|
2014
Q3 | $10.5M | Buy |
88,162
+3,010
| +4% | +$359K | 1.41% | 7 |
|
|
2014
Q2 | $11.1M | Buy |
85,152
+9
| +0% | +$1.18K | 1.55% | 3 |
|
|
2014
Q1 | $10.1M | Buy |
85,143
+10
| +0% | +$1.19K | 1.48% | 3 |
|
|
2013
Q4 | $10.6M | Buy |
85,133
+2,010
| +2% | +$251K | 1.61% | 3 |
|
|
2013
Q3 | $10.1M | Buy |
83,123
+1,612
| +2% | +$196K | 1.69% | 4 |
|
|
2013
Q2 | $9.65M | Buy |
+81,511
| New | +$9.65M | 1.76% | 3 |
|