Stokes Family Office’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.43M | Buy |
65,865
+6,341
| +11% | +$908K | 0.99% | 30 |
|
|
2025
Q1 | $9.96M | Buy |
59,524
+583
| +1% | +$97.5K | 1.12% | 23 |
|
|
2024
Q4 | $8.54M | Sell |
58,941
-316
| -0.5% | -$45.8K | 0.91% | 23 |
|
|
2024
Q3 | $8.73M | Buy |
59,257
+512
| +0.9% | +$75.4K | 0.95% | 25 |
|
|
2024
Q2 | $9.19M | Buy |
58,745
+2,013
| +4% | +$315K | 1.08% | 23 |
|
|
2024
Q1 | $8.95M | Buy |
56,732
+958
| +2% | +$151K | 1.12% | 22 |
|
|
2023
Q4 | $8.32M | Sell |
55,774
-6,437
| -10% | -$960K | 1.12% | 20 |
|
|
2023
Q3 | $10.5M | Buy |
62,211
+614
| +1% | +$104K | 1.23% | 15 |
|
|
2023
Q2 | $9.69M | Sell |
61,597
-160
| -0.3% | -$25.2K | 1.12% | 18 |
|
|
2023
Q1 | $10.1M | Sell |
61,757
-354
| -0.6% | -$57.8K | 1.26% | 15 |
|
|
2022
Q4 | $11.1M | Buy |
62,111
+681
| +1% | +$122K | 1.43% | 15 |
|
|
2022
Q3 | $8.83M | Buy |
61,430
+3,255
| +6% | +$468K | 1.26% | 16 |
|
|
2022
Q2 | $8.42M | Buy |
58,175
+428
| +0.7% | +$62K | 1.15% | 20 |
|
|
2022
Q1 | $9.4M | Buy |
57,747
+87
| +0.2% | +$14.2K | 1.25% | 20 |
|
|
2021
Q4 | $6.77M | Buy |
57,660
+1,731
| +3% | +$203K | 0.84% | 31 |
|
|
2021
Q3 | $5.67M | Buy |
55,929
+424
| +0.8% | +$43K | 0.79% | 33 |
|
|
2021
Q2 | $5.81M | Buy |
55,505
+320
| +0.6% | +$33.5K | 0.82% | 30 |
|
|
2021
Q1 | $5.78M | Sell |
55,185
-1,065
| -2% | -$112K | 0.9% | 26 |
|
|
2020
Q4 | $4.75M | Buy |
56,250
+3,829
| +7% | +$323K | 0.94% | 26 |
|
|
2020
Q3 | $3.77M | Sell |
52,421
-14,583
| -22% | -$1.05M | 0.86% | 30 |
|
|
2020
Q2 | $5.98M | Buy |
67,004
+2,264
| +3% | +$202K | 1.51% | 15 |
|
|
2020
Q1 | $4.69M | Sell |
64,740
-3,977
| -6% | -$288K | 1.25% | 20 |
|
|
2019
Q4 | $8.28M | Buy |
+68,717
| New | +$8.28M | 1.84% | 14 |
|