SWK
Stephen W. Kidder’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.85M | Buy |
33,897
+230
| +0.7% | +$32.9K | 1.46% | 25 |
|
|
2025
Q1 | $5.63M | Sell |
33,667
-109
| -0.3% | -$18.2K | 1.76% | 26 |
|
|
2024
Q4 | $4.89M | Sell |
33,776
-920
| -3% | -$133K | 1.47% | 25 |
|
|
2024
Q3 | $5.11M | Buy |
34,696
+33
| +0.1% | +$4.86K | 1.51% | 26 |
|
|
2024
Q2 | $5.42M | Buy |
34,663
+1,605
| +5% | +$251K | 1.69% | 24 |
|
|
2024
Q1 | $5.21M | Sell |
33,058
-749
| -2% | -$118K | 1.66% | 24 |
|
|
2023
Q4 | $5.04M | Buy |
33,807
+2,915
| +9% | +$435K | 1.63% | 24 |
|
|
2023
Q3 | $5.21M | Buy |
30,892
+3,046
| +11% | +$514K | 1.81% | 23 |
|
|
2023
Q2 | $4.38M | Buy |
27,846
+960
| +4% | +$151K | 1.43% | 25 |
|
|
2023
Q1 | $4.39M | Buy |
26,886
+857
| +3% | +$140K | 1.53% | 24 |
|
|
2022
Q4 | $4.67M | Buy |
26,029
+205
| +0.8% | +$36.8K | 1.71% | 23 |
|
|
2022
Q3 | $3.71M | Buy |
25,824
+65
| +0.3% | +$9.34K | 1.51% | 26 |
|
|
2022
Q2 | $3.73M | Sell |
25,759
-255
| -1% | -$36.9K | 1.44% | 26 |
|
|
2022
Q1 | $4.24M | Sell |
26,014
-227
| -0.9% | -$37K | 1.37% | 27 |
|
|
2021
Q4 | $3.08M | Sell |
26,241
-4,019
| -13% | -$471K | 0.93% | 34 |
|
|
2021
Q3 | $3.07M | Sell |
30,260
-190
| -0.6% | -$19.3K | 0.96% | 35 |
|
|
2021
Q2 | $3.19M | Sell |
30,450
-420
| -1% | -$44K | 0.98% | 35 |
|
|
2021
Q1 | $3.24M | Sell |
30,870
-330
| -1% | -$34.6K | 1.04% | 36 |
|
|
2020
Q4 | $2.63M | Sell |
31,200
-17,280
| -36% | -$1.46M | 0.88% | 36 |
|
|
2020
Q3 | $3.49M | Buy |
48,480
+2,690
| +6% | +$194K | 1.24% | 31 |
|
|
2020
Q2 | $4.09M | Buy |
45,790
+3,810
| +9% | +$340K | 1.56% | 31 |
|
|
2020
Q1 | $3.04M | Buy |
41,980
+4,850
| +13% | +$351K | 1.38% | 30 |
|
|
2019
Q4 | $4.47M | Buy |
37,130
+7,110
| +24% | +$857K | 1.65% | 27 |
|
|
2019
Q3 | $3.56M | Buy |
30,020
+8,865
| +42% | +$1.05M | 1.4% | 29 |
|
|
2019
Q2 | $2.63M | Buy |
21,155
+3,410
| +19% | +$425K | 1.06% | 32 |
|
|
2019
Q1 | $2.19M | Buy |
17,745
+4,190
| +31% | +$516K | 0.89% | 35 |
|
|
2018
Q4 | $1.47M | Buy |
13,555
+380
| +3% | +$41.3K | 0.65% | 36 |
|
|
2018
Q3 | $1.61M | Buy |
13,175
+225
| +2% | +$27.5K | 0.59% | 38 |
|
|
2018
Q2 | $1.64M | Hold |
12,950
| – | – | 0.63% | 37 |
|
|
2018
Q1 | $1.48M | Sell |
12,950
-225
| -2% | -$25.7K | 0.56% | 38 |
|
|
2017
Q4 | $1.65M | Buy |
13,175
+800
| +6% | +$100K | 0.59% | 37 |
|
|
2017
Q3 | $1.45M | Sell |
12,375
-100
| -0.8% | -$11.7K | 0.54% | 42 |
|
|
2017
Q2 | $1.3M | Sell |
12,475
-175
| -1% | -$18.3K | 0.49% | 45 |
|
|
2017
Q1 | $1.36M | Sell |
12,650
-150
| -1% | -$16.1K | 0.52% | 43 |
|
|
2016
Q4 | $1.51M | Sell |
12,800
-75
| -0.6% | -$8.82K | 0.61% | 41 |
|
|
2016
Q3 | $1.33M | Sell |
12,875
-4,001
| -24% | -$412K | 0.53% | 43 |
|
|
2016
Q2 | $1.77M | Sell |
16,876
-618
| -4% | -$64.7K | 0.7% | 38 |
|
|
2016
Q1 | $1.67M | Sell |
17,494
-845
| -5% | -$80.6K | 0.68% | 42 |
|
|
2015
Q4 | $1.65M | Sell |
18,339
-16,786
| -48% | -$1.51M | 0.71% | 41 |
|
|
2015
Q3 | $2.77M | Sell |
35,125
-12,985
| -27% | -$1.02M | 1.39% | 32 |
|
|
2015
Q2 | $4.64M | Sell |
48,110
-494
| -1% | -$47.7K | 2.1% | 19 |
|
|
2015
Q1 | $5.1M | Buy |
48,604
+1,600
| +3% | +$168K | 2.21% | 17 |
|
|
2014
Q4 | $5.27M | Sell |
47,004
-1,300
| -3% | -$146K | 2.29% | 15 |
|
|
2014
Q3 | $5.76M | Buy |
48,304
+16,400
| +51% | +$1.96M | 2.62% | 12 |
|
|
2014
Q2 | $4.17M | Sell |
31,904
-910
| -3% | -$119K | 2.77% | 13 |
|
|
2014
Q1 | $3.9M | Buy |
32,814
+752
| +2% | +$89.4K | 2.63% | 14 |
|
|
2013
Q4 | $4.01M | Buy |
32,062
+840
| +3% | +$105K | 2.75% | 13 |
|
|
2013
Q3 | $3.79M | Buy |
31,222
+376
| +1% | +$45.7K | 2.93% | 13 |
|
|
2013
Q2 | $3.65M | Buy |
+30,846
| New | +$3.65M | 2.94% | 14 |
|