Strategic Financial Services’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $377K | Sell |
2,632
-30
| -1% | -$4.3K | 0.02% | 106 |
|
|
2025
Q1 | $445K | Buy |
2,662
+6
| +0.2% | +$1K | 0.03% | 95 |
|
|
2024
Q4 | $385K | Sell |
2,656
-2
| -0.1% | -$290 | 0.02% | 103 |
|
|
2024
Q3 | $391K | Sell |
2,658
-250
| -9% | -$36.8K | 0.02% | 101 |
|
|
2024
Q2 | $455K | Hold |
2,908
| – | – | 0.03% | 94 |
|
|
2024
Q1 | $459K | Sell |
2,908
-590
| -17% | -$93.1K | 0.03% | 87 |
|
|
2023
Q4 | $522K | Sell |
3,498
-1,350
| -28% | -$201K | 0.04% | 83 |
|
|
2023
Q3 | $817K | Sell |
4,848
-500
| -9% | -$84.3K | 0.06% | 68 |
|
|
2023
Q2 | $855K | Buy |
5,348
+225
| +4% | +$36K | 0.06% | 70 |
|
|
2023
Q1 | $836K | Sell |
5,123
-2,420
| -32% | -$395K | 0.06% | 68 |
|
|
2022
Q4 | $1.35M | Sell |
7,543
-1,840
| -20% | -$330K | 0.11% | 59 |
|
|
2022
Q3 | $1.35M | Sell |
9,383
-250
| -3% | -$35.9K | 0.12% | 63 |
|
|
2022
Q2 | $1.4M | Sell |
9,633
-1,075
| -10% | -$156K | 0.12% | 67 |
|
|
2022
Q1 | $1.74M | Buy |
10,708
+115
| +1% | +$18.7K | 0.13% | 67 |
|
|
2021
Q4 | $1.24M | Sell |
10,593
-720
| -6% | -$84.5K | 0.09% | 74 |
|
|
2021
Q3 | $1.15M | Sell |
11,313
-3,823
| -25% | -$388K | 0.09% | 72 |
|
|
2021
Q2 | $1.59M | Sell |
15,136
-895
| -6% | -$93.7K | 0.13% | 70 |
|
|
2021
Q1 | $1.68M | Sell |
16,031
-3,507
| -18% | -$368K | 0.14% | 68 |
|
|
2020
Q4 | $1.65M | Sell |
19,538
-2,210
| -10% | -$187K | 0.15% | 69 |
|
|
2020
Q3 | $1.57M | Sell |
21,748
-2,201
| -9% | -$158K | 0.16% | 65 |
|
|
2020
Q2 | $2.14M | Sell |
23,949
-12,172
| -34% | -$1.09M | 0.24% | 60 |
|
|
2020
Q1 | $2.62M | Sell |
36,121
-5,292
| -13% | -$383K | 0.35% | 55 |
|
|
2019
Q4 | $4.99M | Sell |
41,413
-9,360
| -18% | -$1.13M | 0.57% | 42 |
|
|
2019
Q3 | $6.02M | Buy |
50,773
+720
| +1% | +$85.4K | 0.77% | 34 |
|
|
2019
Q2 | $6.23M | Buy |
50,053
+13,191
| +36% | +$1.64M | 0.82% | 31 |
|
|
2019
Q1 | $4.54M | Sell |
36,862
-460
| -1% | -$56.7K | 0.63% | 47 |
|
|
2018
Q4 | $4.06M | Buy |
37,322
+938
| +3% | +$102K | 0.64% | 45 |
|
|
2018
Q3 | $4.45M | Sell |
36,384
-1,070
| -3% | -$131K | 0.66% | 41 |
|
|
2018
Q2 | $4.74M | Buy |
37,454
+413
| +1% | +$52.2K | 0.73% | 35 |
|
|
2018
Q1 | $4.22M | Buy |
37,041
+27
| +0.1% | +$3.08K | 0.69% | 35 |
|
|
2017
Q4 | $4.63M | Sell |
37,014
-793
| -2% | -$99.3K | 0.73% | 31 |
|
|
2017
Q3 | $4.44M | Sell |
37,807
-238
| -0.6% | -$28K | 0.73% | 34 |
|
|
2017
Q2 | $3.97M | Buy |
38,045
+673
| +2% | +$70.2K | 0.69% | 41 |
|
|
2017
Q1 | $4.01M | Buy |
37,372
+745
| +2% | +$80K | 0.73% | 36 |
|
|
2016
Q4 | $4.31M | Sell |
36,627
-182
| -0.5% | -$21.4K | 0.83% | 27 |
|
|
2016
Q3 | $3.79M | Buy |
36,809
+95
| +0.3% | +$9.78K | 0.75% | 36 |
|
|
2016
Q2 | $3.76M | Sell |
36,714
-1,107
| -3% | -$113K | 0.75% | 36 |
|
|
2016
Q1 | $3.61M | Buy |
37,821
+1,842
| +5% | +$176K | 0.84% | 33 |
|
|
2015
Q4 | $3.24M | Buy |
35,979
+182
| +0.5% | +$16.4K | 0.85% | 41 |
|
|
2015
Q3 | $2.82M | Buy |
35,797
+1,241
| +4% | +$97.9K | 0.78% | 54 |
|
|
2015
Q2 | $3.33M | Sell |
34,556
-388
| -1% | -$37.4K | 0.93% | 41 |
|
|
2015
Q1 | $3.67M | Buy |
34,944
+25
| +0.1% | +$2.62K | 0.95% | 39 |
|
|
2014
Q4 | $3.92M | Buy |
34,919
+469
| +1% | +$52.6K | 1.06% | 28 |
|
|
2014
Q3 | $4.11M | Buy |
34,450
+543
| +2% | +$64.8K | 1.15% | 18 |
|
|
2014
Q2 | $4.43M | Buy |
33,907
+300
| +0.9% | +$39.2K | 1.23% | 17 |
|
|
2014
Q1 | $4M | Buy |
33,607
+3,417
| +11% | +$406K | 1.17% | 17 |
|
|
2013
Q4 | $3.77M | Sell |
30,190
-1,096
| -4% | -$137K | 1.2% | 19 |
|
|
2013
Q3 | $3.8M | Sell |
31,286
-4
| -0% | -$486 | 1.28% | 14 |
|
|
2013
Q2 | $3.7M | Buy |
+31,290
| New | +$3.7M | 1.31% | 13 |
|