Sittner & Nelson’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.96M | Sell |
27,639
-20
| -0.1% | -$2.86K | 1.59% | 14 |
|
|
2025
Q1 | $4.63M | Buy |
27,659
+23
| +0.1% | +$3.85K | 1.97% | 9 |
|
|
2024
Q4 | $4M | Buy |
27,636
+925
| +3% | +$134K | 1.73% | 11 |
|
|
2024
Q3 | $3.93M | Buy |
26,711
+663
| +3% | +$97.6K | 1.76% | 9 |
|
|
2024
Q2 | $4.07M | Buy |
26,048
+58
| +0.2% | +$9.07K | 2.01% | 7 |
|
|
2024
Q1 | $4.1M | Sell |
25,990
-250
| -1% | -$39.4K | 2.07% | 6 |
|
|
2023
Q4 | $3.91M | Sell |
26,240
-158
| -0.6% | -$23.6K | 2.09% | 6 |
|
|
2023
Q3 | $4.45M | Sell |
26,398
-894
| -3% | -$151K | 2.56% | 5 |
|
|
2023
Q2 | $4.29M | Sell |
27,292
-577
| -2% | -$90.8K | 2.36% | 5 |
|
|
2023
Q1 | $4.55M | Sell |
27,869
-110
| -0.4% | -$17.9K | 2.61% | 4 |
|
|
2022
Q4 | $5.02M | Buy |
27,979
+24
| +0.1% | +$4.31K | 3.07% | 4 |
|
|
2022
Q3 | $4.02M | Sell |
27,955
-215
| -0.8% | -$30.9K | 2.7% | 4 |
|
|
2022
Q2 | $4.08M | Buy |
28,170
+31
| +0.1% | +$4.49K | 2.66% | 4 |
|
|
2022
Q1 | $4.58M | Sell |
28,139
-443
| -2% | -$72.1K | 2.65% | 5 |
|
|
2021
Q4 | $3.35M | Buy |
28,582
+45
| +0.2% | +$5.28K | 1.95% | 7 |
|
|
2021
Q3 | $2.9M | Sell |
28,537
-704
| -2% | -$71.4K | 1.87% | 10 |
|
|
2021
Q2 | $3.06M | Sell |
29,241
-200
| -0.7% | -$21K | 2.16% | 8 |
|
|
2021
Q1 | $3.09M | Buy |
29,441
+610
| +2% | +$63.9K | 2.3% | 6 |
|
|
2020
Q4 | $2.44M | Buy |
+28,831
| New | +$2.44M | 2.18% | 9 |
|