The Family Firm’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $459K | Buy |
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|
2024
Q4 | $394K | Buy |
|
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|
2024
Q3 | $347K | Sell |
|
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|
2024
Q2 | $407K | Buy |
|
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|
2024
Q1 | $407K | Buy |
|
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|
2023
Q4 | $381K | Buy |
|
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|
2023
Q3 | $428K | Buy |
|
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|
2023
Q2 | $397K | Buy |
|
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|
2023
Q1 | $408K | Buy |
|
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|
2022
Q4 | $443K | Buy |
|
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|
2022
Q3 | $299K | Buy |
|
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|
2022
Q2 | $290K | Sell |
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|
2022
Q1 | $344K | Buy |
|
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|
2021
Q4 | $248K | Buy |
|
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|
2021
Q3 | $236K | Sell |
|
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|
2021
Q2 | $219K | Buy |
|
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|
2021
Q1 | $216K | Sell |
|
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|
2020
Q4 | $279K | Buy |
|
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|
2020
Q3 | – | Sell |
|
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|
2020
Q2 | $225K | Sell |
|
|||||
|
2020
Q1 | $323K | Buy |
|
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|
2019
Q4 | $535K | Sell |
|
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|
2019
Q3 | $574K | Sell |
|
|||||
|
2019
Q2 | $629K | Buy |
|
|||||
|
2019
Q1 | $621K | Sell |
|
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|
2018
Q4 | $562K | Buy |
|
|||||
|
2018
Q3 | $628K | Buy |
|
|||||
|
2018
Q2 | $646K | Sell |
|
|||||
|
2018
Q1 | $603K | Sell |
|
|||||
|
2017
Q4 | $898K | Buy |
|
|||||
|
2017
Q3 | $841K | Buy |
|
|||||
|
2017
Q2 | $746K | Buy |
|
|||||
|
2017
Q1 | $661K | Buy |
|
|||||
|
2016
Q4 | $724K | Sell |
|
|||||
|
2016
Q3 | $639K | Buy |
|
|||||
|
2016
Q2 | $643K | Buy |
|
|||||
|
2016
Q1 | $575K | Sell |
|
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|
2015
Q4 | $576K | Sell |
|
|||||
|
2015
Q3 | $516K | Buy |
|
|||||
|
2015
Q2 | $629K | Sell |
|
|||||
|
2015
Q1 | $715K | Buy |
|
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|
2014
Q4 | $763K | Buy |
|