Stifel Financial’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $458M | Buy |
3,196,705
+239,599
| +8% | +$34.3M | 0.45% | 48 |
|
|
2025
Q1 | $495M | Buy |
2,957,106
+61,248
| +2% | +$10.2M | 0.53% | 39 |
|
|
2024
Q4 | $419M | Sell |
2,895,858
-16,958
| -0.6% | -$2.46M | 0.44% | 54 |
|
|
2024
Q3 | $429M | Sell |
2,912,816
-110,148
| -4% | -$16.2M | 0.45% | 51 |
|
|
2024
Q2 | $473M | Buy |
3,022,964
+44,644
| +1% | +$6.98M | 0.53% | 35 |
|
|
2024
Q1 | $470M | Buy |
2,978,320
+198,722
| +7% | +$31.3M | 0.54% | 37 |
|
|
2023
Q4 | $415M | Buy |
2,779,598
+131,769
| +5% | +$19.7M | 0.52% | 40 |
|
|
2023
Q3 | $446M | Buy |
2,647,829
+67,929
| +3% | +$11.5M | 0.63% | 27 |
|
|
2023
Q2 | $406M | Sell |
2,579,900
-189,641
| -7% | -$29.8M | 0.56% | 35 |
|
|
2023
Q1 | $452M | Sell |
2,769,541
-89,207
| -3% | -$14.6M | 0.65% | 28 |
|
|
2022
Q4 | $513M | Buy |
2,858,748
+20,248
| +0.7% | +$3.63M | 0.77% | 20 |
|
|
2022
Q3 | $408M | Sell |
2,838,500
-45,731
| -2% | -$6.57M | 0.67% | 26 |
|
|
2022
Q2 | $418M | Sell |
2,884,231
-163,409
| -5% | -$23.7M | 0.65% | 26 |
|
|
2022
Q1 | $496M | Sell |
3,047,640
-409,596
| -12% | -$66.7M | 0.68% | 24 |
|
|
2021
Q4 | $406M | Buy |
3,457,236
+186,293
| +6% | +$21.9M | 0.54% | 38 |
|
|
2021
Q3 | $332M | Buy |
3,270,943
+189,740
| +6% | +$19.2M | 0.49% | 46 |
|
|
2021
Q2 | $323M | Buy |
3,081,203
+237,420
| +8% | +$24.9M | 0.48% | 46 |
|
|
2021
Q1 | $298M | Buy |
2,843,783
+570,360
| +25% | +$59.8M | 0.49% | 47 |
|
|
2020
Q4 | $192M | Buy |
2,273,423
+111,454
| +5% | +$9.41M | 0.34% | 75 |
|
|
2020
Q3 | $156M | Sell |
2,161,969
-94,222
| -4% | -$6.78M | 0.32% | 85 |
|
|
2020
Q2 | $201M | Buy |
2,256,191
+61,484
| +3% | +$5.49M | 0.46% | 57 |
|
|
2020
Q1 | $159M | Sell |
2,194,707
-248,046
| -10% | -$18M | 0.44% | 59 |
|
|
2019
Q4 | $294M | Buy |
2,442,753
+68,436
| +3% | +$8.24M | 0.61% | 30 |
|
|
2019
Q3 | $282M | Buy |
2,374,317
+13,795
| +0.6% | +$1.64M | 0.72% | 23 |
|
|
2019
Q2 | $293M | Buy |
2,360,522
+74,124
| +3% | +$9.2M | 0.76% | 16 |
|
|
2019
Q1 | $281M | Buy |
2,286,398
+112,960
| +5% | +$13.9M | 0.79% | 15 |
|
|
2018
Q4 | $237M | Sell |
2,173,438
-89,642
| -4% | -$9.76M | 0.77% | 19 |
|
|
2018
Q3 | $276M | Buy |
2,263,080
+493,027
| +28% | +$60.2M | 0.79% | 15 |
|
|
2018
Q2 | $223M | Sell |
1,770,053
-80,526
| -4% | -$10.2M | 0.69% | 20 |
|
|
2018
Q1 | $211M | Sell |
1,850,579
-40,911
| -2% | -$4.66M | 0.67% | 22 |
|
|
2017
Q4 | $237M | Sell |
1,891,490
-29,027
| -2% | -$3.64M | 0.75% | 14 |
|
|
2017
Q3 | $226M | Sell |
1,920,517
-23,137
| -1% | -$2.72M | 0.78% | 12 |
|
|
2017
Q2 | $203M | Sell |
1,943,654
-9,682
| -0.5% | -$1.01M | 0.75% | 17 |
|
|
2017
Q1 | $210M | Buy |
1,953,336
+107,384
| +6% | +$11.5M | 0.81% | 14 |
|
|
2016
Q4 | $217M | Buy |
1,845,952
+38,594
| +2% | +$4.54M | 0.92% | 9 |
|
|
2016
Q3 | $186M | Sell |
1,807,358
-58,567
| -3% | -$6.03M | 0.84% | 14 |
|
|
2016
Q2 | $196M | Buy |
1,865,925
+78,921
| +4% | +$8.27M | 0.9% | 13 |
|
|
2016
Q1 | $170M | Buy |
1,787,004
+121,484
| +7% | +$11.6M | 0.91% | 12 |
|
|
2015
Q4 | $150M | Sell |
1,665,520
-11,617
| -0.7% | -$1.05M | 0.78% | 15 |
|
|
2015
Q3 | $132M | Buy |
1,677,137
+224,145
| +15% | +$17.7M | 0.74% | 15 |
|
|
2015
Q2 | $140M | Buy |
1,452,992
+217,393
| +18% | +$20.9M | 0.72% | 17 |
|
|
2015
Q1 | $130M | Sell |
1,235,599
-253,088
| -17% | -$26.6M | 0.71% | 14 |
|
|
2014
Q4 | $167M | Buy |
1,488,687
+868,138
| +140% | +$97.4M | 0.93% | 4 |
|
|
2014
Q3 | $74M | Buy |
620,549
+9,264
| +2% | +$1.11M | 0.65% | 16 |
|
|
2014
Q2 | $79.8M | Buy |
611,285
+38,049
| +7% | +$4.97M | 0.72% | 15 |
|
|
2014
Q1 | $68.2M | Buy |
+573,236
| New | +$68.2M | 0.65% | 16 |
|