Stamos Capital 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 | $15.6M | Buy |
109,055
+59,436
| +120% | +$8.51M | 2.8% | 5 |
|
|
2025
Q1 | $8.3M | Sell |
49,619
-37,551
| -43% | -$6.28M | 2.17% | 5 |
|
|
2024
Q4 | $12.6M | Buy |
87,170
+500
| +0.6% | +$72.4K | 2.96% | 5 |
|
|
2024
Q3 | $12.8M | Buy |
86,670
+14,240
| +20% | +$2.1M | 3% | 2 |
|
|
2024
Q2 | $11.3M | Sell |
72,430
-650
| -0.9% | -$102K | 2.4% | 5 |
|
|
2024
Q1 | $11.5M | Sell |
73,080
-2,250
| -3% | -$355K | 2.62% | 3 |
|
|
2023
Q4 | $11.2M | Buy |
75,330
+13,370
| +22% | +$1.99M | 3.05% | 4 |
|
|
2023
Q3 | $10.4M | Sell |
61,960
-4,560
| -7% | -$769K | 2.33% | 3 |
|
|
2023
Q2 | $10.5M | Buy |
66,520
+3,700
| +6% | +$582K | 2.45% | 4 |
|
|
2023
Q1 | $10.2M | Buy |
62,820
+8,320
| +15% | +$1.36M | 2.64% | 4 |
|
|
2022
Q4 | $9.78M | Sell |
54,500
-31,310
| -36% | -$5.62M | 3.1% | 2 |
|
|
2022
Q3 | $12.3M | Buy |
85,810
+13,210
| +18% | +$1.9M | 3.14% | 1 |
|
|
2022
Q2 | $10.5M | Buy |
72,600
+6,800
| +10% | +$985K | 3.18% | 5 |
|
|
2022
Q1 | $10.7M | Buy |
65,800
+6,100
| +10% | +$993K | 3.58% | 4 |
|
|
2021
Q4 | $7.01M | Sell |
59,700
-9,470
| -14% | -$1.11M | 3.25% | 8 |
|
|
2021
Q3 | $7.02M | Sell |
69,170
-7,400
| -10% | -$751K | 3.92% | 6 |
|
|
2021
Q2 | $8.02M | Sell |
76,570
-13,430
| -15% | -$1.41M | 4.23% | 3 |
|
|
2021
Q1 | $9.43M | Sell |
90,000
-3,500
| -4% | -$367K | 4.76% | 4 |
|
|
2020
Q4 | $7.9M | Sell |
93,500
-6,500
| -7% | -$549K | 3.37% | 4 |
|
|
2020
Q3 | $7.2M | Buy |
100,000
+46,000
| +85% | +$3.31M | 2.68% | 4 |
|
|
2020
Q2 | $4.82M | Sell |
54,000
-22,606
| -30% | -$2.02M | 2.76% | 4 |
|
|
2020
Q1 | $5.55M | Buy |
+76,606
| New | +$5.55M | 2.92% | 7 |
|
|
2019
Q4 | – | Sell |
-5,000
| Closed | -$593K | – | 54 |
|
|
2019
Q3 | $593K | Sell |
5,000
-3,000
| -38% | -$356K | 0.53% | 34 |
|
|
2019
Q2 | $999K | Buy |
+8,000
| New | +$999K | 1% | 27 |
|
|
2019
Q1 | – | Sell |
-24,000
| Closed | -$2.61M | – | 80 |
|
|
2018
Q4 | $2.61M | Buy |
+24,000
| New | +$2.61M | 1.97% | 19 |
|