Shepherd Financial Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $696K | Buy |
4,857
+93
| +2% | +$13.3K | 0.07% | 128 |
|
|
2025
Q1 | $797K | Buy |
4,764
+356
| +8% | +$59.6K | 0.09% | 122 |
|
|
2024
Q4 | $638K | Buy |
4,408
+71
| +2% | +$10.3K | 0.08% | 126 |
|
|
2024
Q3 | $639K | Buy |
4,337
+259
| +6% | +$38.1K | 0.08% | 129 |
|
|
2024
Q2 | $638K | Buy |
4,078
+50
| +1% | +$7.82K | 0.08% | 129 |
|
|
2024
Q1 | $635K | Buy |
4,028
+1,178
| +41% | +$186K | 0.08% | 133 |
|
|
2023
Q4 | $425K | Buy |
2,850
+107
| +4% | +$16K | 0.06% | 153 |
|
|
2023
Q3 | $462K | Buy |
2,743
+717
| +35% | +$121K | 0.07% | 137 |
|
|
2023
Q2 | $319K | Sell |
2,026
-1
| -0% | -$157 | 0.05% | 156 |
|
|
2023
Q1 | $331K | Buy |
2,027
+347
| +21% | +$56.6K | 0.06% | 150 |
|
|
2022
Q4 | $301K | Sell |
1,680
-13
| -0.8% | -$2.33K | 0.05% | 146 |
|
|
2022
Q3 | $243K | Buy |
1,693
+238
| +16% | +$34.2K | 0.05% | 149 |
|
|
2022
Q2 | $211K | Sell |
1,455
-132
| -8% | -$19.1K | 0.04% | 158 |
|
|
2022
Q1 | $258K | Buy |
+1,587
| New | +$258K | 0.05% | 146 |
|
|
2020
Q1 | – | Sell |
-12,188
| Closed | -$1.47M | – | 120 |
|
|
2019
Q4 | $1.47M | Buy |
12,188
+9
| +0.1% | +$1.09K | 0.34% | 54 |
|
|
2019
Q3 | $1.45M | Sell |
12,179
-1,671
| -12% | -$198K | 0.36% | 48 |
|
|
2019
Q2 | $1.72M | Sell |
13,850
-81
| -0.6% | -$10.1K | 0.32% | 41 |
|
|
2019
Q1 | $1.72M | Sell |
13,931
-346
| -2% | -$42.6K | 0.33% | 44 |
|
|
2018
Q4 | $1.55M | Buy |
14,277
+167
| +1% | +$18.2K | 0.34% | 36 |
|
|
2018
Q3 | $1.78M | Hold |
14,110
| – | – | 0.4% | 41 |
|
|
2018
Q2 | $1.76M | Buy |
14,110
+162
| +1% | +$20.2K | 0.39% | 42 |
|
|
2018
Q1 | $1.59M | Buy |
13,948
+601
| +5% | +$68.6K | 0.39% | 42 |
|
|
2017
Q4 | $1.67M | Buy |
13,347
+1,204
| +10% | +$151K | 0.39% | 42 |
|
|
2017
Q3 | $1.43M | Sell |
12,143
-188
| -2% | -$22.2K | 0.33% | 48 |
|
|
2017
Q2 | $1.27M | Sell |
12,331
-363
| -3% | -$37.4K | 0.31% | 48 |
|
|
2017
Q1 | $1.38M | Sell |
12,694
-24
| -0.2% | -$2.61K | 0.36% | 49 |
|
|
2016
Q4 | $1.5M | Buy |
+12,718
| New | +$1.5M | 0.43% | 45 |
|