Successful Portfolios’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $501K | Buy |
3,496
+63
| +2% | +$9.02K | 0.31% | 66 |
|
|
2025
Q1 | $574K | Buy |
3,433
+96
| +3% | +$16.1K | 0.39% | 57 |
|
|
2024
Q4 | $483K | Hold |
3,337
| – | – | 0.32% | 63 |
|
|
2024
Q3 | $491K | Buy |
3,337
+32
| +1% | +$4.71K | 0.33% | 63 |
|
|
2024
Q2 | $517K | Sell |
3,305
-930
| -22% | -$145K | 0.36% | 58 |
|
|
2024
Q1 | $668K | Sell |
4,235
-662
| -14% | -$104K | 0.46% | 51 |
|
|
2023
Q4 | $730K | Buy |
4,897
+671
| +16% | +$100K | 0.55% | 48 |
|
|
2023
Q3 | $713K | Buy |
4,226
+53
| +1% | +$8.94K | 0.63% | 42 |
|
|
2023
Q2 | $657K | Sell |
4,173
-1,430
| -26% | -$225K | 0.57% | 43 |
|
|
2023
Q1 | $914K | Sell |
5,603
-183
| -3% | -$29.9K | 0.57% | 46 |
|
|
2022
Q4 | $1.04M | Buy |
5,786
+396
| +7% | +$71.1K | 0.68% | 40 |
|
|
2022
Q3 | $774K | Sell |
5,390
-25
| -0.5% | -$3.59K | 0.56% | 48 |
|
|
2022
Q2 | $784K | Buy |
5,415
+135
| +3% | +$19.5K | 0.53% | 48 |
|
|
2022
Q1 | $860K | Buy |
5,280
+26
| +0.5% | +$4.24K | 0.49% | 48 |
|
|
2021
Q4 | $617K | Buy |
5,254
+3
| +0.1% | +$352 | 0.34% | 70 |
|
|
2021
Q3 | $533K | Buy |
5,251
+655
| +14% | +$66.5K | 0.32% | 80 |
|
|
2021
Q2 | $481K | Buy |
4,596
+40
| +0.9% | +$4.19K | 0.29% | 93 |
|
|
2021
Q1 | $477K | Buy |
4,556
+115
| +3% | +$12K | 0.31% | 88 |
|
|
2020
Q4 | $375K | Buy |
4,441
+661
| +17% | +$55.8K | 0.27% | 103 |
|
|
2020
Q3 | $272K | Buy |
3,780
+687
| +22% | +$49.4K | 0.22% | 126 |
|
|
2020
Q2 | $276K | Sell |
3,093
-41
| -1% | -$3.66K | 0.24% | 115 |
|
|
2020
Q1 | $227K | Sell |
3,134
-519
| -14% | -$37.6K | 0.23% | 116 |
|
|
2019
Q4 | $440K | Sell |
3,653
-131
| -3% | -$15.8K | 0.39% | 67 |
|
|
2019
Q3 | $449K | Buy |
3,784
+58
| +2% | +$6.88K | 0.42% | 67 |
|
|
2019
Q2 | $464K | Sell |
3,726
-160
| -4% | -$19.9K | 0.5% | 60 |
|
|
2019
Q1 | $479K | Sell |
3,886
-12
| -0.3% | -$1.48K | 0.52% | 58 |
|
|
2018
Q4 | $424K | Sell |
3,898
-87
| -2% | -$9.46K | 0.54% | 58 |
|
|
2018
Q3 | $487K | Sell |
3,985
-2
| -0.1% | -$244 | 0.53% | 56 |
|
|
2018
Q2 | $504K | Sell |
3,987
-32
| -0.8% | -$4.05K | 0.59% | 49 |
|
|
2018
Q1 | $458K | Buy |
4,019
+72
| +2% | +$8.21K | 0.56% | 57 |
|
|
2017
Q4 | $494K | Buy |
+3,947
| New | +$494K | 0.61% | 49 |
|