Tevis Investment Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.88M | Buy |
13,139
+1,364
| +12% | +$195K | 1.21% | 26 |
|
2025
Q1 | $1.71M | Hold |
11,775
| – | – | 1.27% | 24 |
|
2024
Q4 | $1.71M | Buy |
11,775
+128
| +1% | +$18.5K | 1.27% | 24 |
|
2024
Q3 | $1.72M | Buy |
11,647
+1,404
| +14% | +$207K | 1.27% | 27 |
|
2024
Q2 | $1.6M | Buy |
10,243
+1,162
| +13% | +$182K | 1.29% | 25 |
|
2024
Q1 | $1.43M | Buy |
9,081
+1,595
| +21% | +$252K | 1.22% | 27 |
|
2023
Q4 | $1.12M | Buy |
7,486
+2,967
| +66% | +$443K | 1.03% | 34 |
|
2023
Q3 | $762K | Hold |
4,519
| – | – | 0.77% | 48 |
|
2023
Q2 | $711K | Buy |
4,519
+105
| +2% | +$16.5K | 0.69% | 48 |
|
2023
Q1 | $720K | Buy |
4,414
+43
| +1% | +$7.02K | 0.73% | 46 |
|
2022
Q4 | $785K | Sell |
4,371
-35
| -0.8% | -$6.28K | 0.84% | 44 |
|
2022
Q3 | $632K | Buy |
4,406
+79
| +2% | +$11.3K | 0.61% | 52 |
|
2022
Q2 | $622K | Buy |
4,327
+42
| +1% | +$6.04K | 0.6% | 53 |
|
2022
Q1 | $697K | Buy |
4,285
+154
| +4% | +$25.1K | 0.63% | 50 |
|
2021
Q4 | $487K | Buy |
+4,131
| New | +$487K | 0.42% | 74 |
|