The Family Firm’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,745
| Closed | -$459K | – | 108 |
|
|
2025
Q1 | $459K | Buy |
2,745
+24
| +0.9% | +$4.02K | 0.1% | 124 |
|
|
2024
Q4 | $394K | Buy |
2,721
+368
| +16% | +$53.3K | 0.09% | 139 |
|
|
2024
Q3 | $347K | Sell |
2,353
-247
| -10% | -$36.4K | 0.08% | 151 |
|
|
2024
Q2 | $407K | Buy |
2,600
+21
| +0.8% | +$3.29K | 0.09% | 130 |
|
|
2024
Q1 | $407K | Buy |
2,579
+22
| +0.9% | +$3.47K | 0.1% | 129 |
|
|
2023
Q4 | $381K | Buy |
2,557
+22
| +0.9% | +$3.28K | 0.1% | 125 |
|
|
2023
Q3 | $428K | Buy |
2,535
+14
| +0.6% | +$2.36K | 0.12% | 110 |
|
|
2023
Q2 | $397K | Buy |
2,521
+18
| +0.7% | +$2.83K | 0.1% | 120 |
|
|
2023
Q1 | $408K | Buy |
2,503
+34
| +1% | +$5.55K | 0.11% | 111 |
|
|
2022
Q4 | $443K | Buy |
2,469
+391
| +19% | +$70.2K | 0.13% | 107 |
|
|
2022
Q3 | $299K | Buy |
2,078
+75
| +4% | +$10.8K | 0.1% | 135 |
|
|
2022
Q2 | $290K | Sell |
2,003
-111
| -5% | -$16.1K | 0.09% | 146 |
|
|
2022
Q1 | $344K | Buy |
2,114
+3
| +0.1% | +$488 | 0.09% | 131 |
|
|
2021
Q4 | $248K | Buy |
2,111
+23
| +1% | +$2.7K | 0.06% | 164 |
|
|
2021
Q3 | $236K | Sell |
2,088
-2
| -0.1% | -$226 | 0.06% | 166 |
|
|
2021
Q2 | $219K | Buy |
2,090
+24
| +1% | +$2.52K | 0.06% | 168 |
|
|
2021
Q1 | $216K | Sell |
2,066
-967
| -32% | -$101K | 0.06% | 164 |
|
|
2020
Q4 | $279K | Buy |
+3,033
| New | +$279K | 0.08% | 131 |
|
|
2020
Q3 | – | Sell |
-2,518
| Closed | -$225K | – | 145 |
|
|
2020
Q2 | $225K | Sell |
2,518
-1,944
| -44% | -$174K | 0.08% | 128 |
|
|
2020
Q1 | $323K | Buy |
4,462
+19
| +0.4% | +$1.38K | 0.14% | 98 |
|
|
2019
Q4 | $535K | Sell |
4,443
-401
| -8% | -$48.3K | 0.18% | 81 |
|
|
2019
Q3 | $574K | Sell |
4,844
-212
| -4% | -$25.1K | 0.2% | 73 |
|
|
2019
Q2 | $629K | Buy |
5,056
+11
| +0.2% | +$1.37K | 0.22% | 70 |
|
|
2019
Q1 | $621K | Sell |
5,045
-123
| -2% | -$15.1K | 0.23% | 67 |
|
|
2018
Q4 | $562K | Buy |
5,168
+32
| +0.6% | +$3.48K | 0.22% | 66 |
|
|
2018
Q3 | $628K | Buy |
5,136
+25
| +0.5% | +$3.06K | 0.23% | 66 |
|
|
2018
Q2 | $646K | Sell |
5,111
-177
| -3% | -$22.4K | 0.24% | 61 |
|
|
2018
Q1 | $603K | Sell |
5,288
-1,886
| -26% | -$215K | 0.23% | 63 |
|
|
2017
Q4 | $898K | Buy |
7,174
+13
| +0.2% | +$1.63K | 0.36% | 50 |
|
|
2017
Q3 | $841K | Buy |
7,161
+14
| +0.2% | +$1.64K | 0.35% | 51 |
|
|
2017
Q2 | $746K | Buy |
7,147
+986
| +16% | +$103K | 0.33% | 56 |
|
|
2017
Q1 | $661K | Buy |
6,161
+13
| +0.2% | +$1.4K | 0.32% | 55 |
|
|
2016
Q4 | $724K | Sell |
6,148
-63
| -1% | -$7.42K | 0.34% | 52 |
|
|
2016
Q3 | $639K | Buy |
6,211
+75
| +1% | +$7.72K | 0.3% | 56 |
|
|
2016
Q2 | $643K | Buy |
6,136
+113
| +2% | +$11.8K | 0.32% | 51 |
|
|
2016
Q1 | $575K | Sell |
6,023
-383
| -6% | -$36.6K | 0.29% | 56 |
|
|
2015
Q4 | $576K | Sell |
6,406
-131
| -2% | -$11.8K | 0.31% | 58 |
|
|
2015
Q3 | $516K | Buy |
6,537
+13
| +0.2% | +$1.03K | 0.28% | 59 |
|
|
2015
Q2 | $629K | Sell |
6,524
-284
| -4% | -$27.4K | 0.32% | 52 |
|
|
2015
Q1 | $715K | Buy |
6,808
+4
| +0.1% | +$420 | 0.36% | 45 |
|
|
2014
Q4 | $763K | Buy |
+6,804
| New | +$763K | 0.4% | 43 |
|