Stolper & Co’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.53M | Buy |
52,614
+274
| +0.5% | +$39.2K | 2.47% | 13 |
|
|
2025
Q1 | $8.76M | Buy |
52,340
+45
| +0.1% | +$7.53K | 2.87% | 5 |
|
|
2024
Q4 | $7.57M | Buy |
52,295
+726
| +1% | +$105K | 2.52% | 12 |
|
|
2024
Q3 | $7.6M | Buy |
51,569
+157
| +0.3% | +$23.1K | 2.48% | 10 |
|
|
2024
Q2 | $8.04M | Buy |
51,412
+1,188
| +2% | +$186K | 2.83% | 8 |
|
|
2024
Q1 | $7.92M | Buy |
50,224
+2,226
| +5% | +$351K | 2.86% | 6 |
|
|
2023
Q4 | $7.16M | Sell |
47,998
-36
| -0.1% | -$5.37K | 2.88% | 6 |
|
|
2023
Q3 | $8.1M | Buy |
48,034
+397
| +0.8% | +$66.9K | 3.51% | 6 |
|
|
2023
Q2 | $7.5M | Buy |
47,637
+4,376
| +10% | +$689K | 3.16% | 6 |
|
|
2023
Q1 | $7.06M | Buy |
43,261
+197
| +0.5% | +$32.1K | 3.03% | 6 |
|
|
2022
Q4 | $7.73M | Sell |
43,064
-2,185
| -5% | -$392K | 3.39% | 6 |
|
|
2022
Q3 | $6.5M | Buy |
45,249
+1,347
| +3% | +$194K | 3.2% | 5 |
|
|
2022
Q2 | $6.36M | Buy |
43,902
+600
| +1% | +$86.9K | 2.98% | 6 |
|
|
2022
Q1 | $7.05M | Buy |
43,302
+4,093
| +10% | +$666K | 2.99% | 7 |
|
|
2021
Q4 | $4.6M | Buy |
39,209
+102
| +0.3% | +$12K | 2.05% | 20 |
|
|
2021
Q3 | $3.97M | Buy |
39,107
+26
| +0.1% | +$2.64K | 1.9% | 20 |
|
|
2021
Q2 | $4.09M | Buy |
39,081
+557
| +1% | +$58.3K | 1.93% | 21 |
|
|
2021
Q1 | $4.04M | Buy |
38,524
+3,114
| +9% | +$326K | 2.08% | 20 |
|
|
2020
Q4 | $2.99M | Buy |
35,410
+4,358
| +14% | +$368K | 1.68% | 22 |
|
|
2020
Q3 | $2.24M | Sell |
31,052
-7,895
| -20% | -$569K | 1.45% | 22 |
|
|
2020
Q2 | $3.48M | Sell |
38,947
-1,288
| -3% | -$115K | 2.27% | 12 |
|
|
2020
Q1 | $2.92M | Buy |
+40,235
| New | +$2.92M | 2.09% | 15 |
|