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Tompkins Financial’s Chevron CVX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.58M Sell
17,993
-2,394
-12% -$343K 0.24% 65
2025
Q1
$3.41M Sell
20,387
-75
-0.4% -$12.5K 0.33% 58
2024
Q4
$2.96M Sell
20,462
-48
-0.2% -$6.95K 0.28% 58
2024
Q3
$3.02M Buy
20,510
+10,108
+97% +$1.49M 0.29% 59
2024
Q2
$1.63M Sell
10,402
-60
-0.6% -$9.39K 0.17% 71
2024
Q1
$1.65M Sell
10,462
-38
-0.4% -$5.99K 0.19% 72
2023
Q4
$1.57M Buy
10,500
+795
+8% +$119K 0.19% 72
2023
Q3
$1.64M Sell
9,705
-24
-0.2% -$4.05K 0.26% 66
2023
Q2
$1.53M Hold
9,729
0.24% 63
2023
Q1
$1.59M Sell
9,729
-200
-2% -$32.6K 0.26% 67
2022
Q4
$1.78M Sell
9,929
-676
-6% -$121K 0.28% 68
2022
Q3
$1.52M Buy
10,605
+341
+3% +$49K 0.26% 68
2022
Q2
$1.49M Sell
10,264
-18
-0.2% -$2.61K 0.24% 71
2022
Q1
$1.68M Buy
10,282
+4,662
+83% +$759K 0.24% 72
2021
Q4
$660K Sell
5,620
-240
-4% -$28.2K 0.12% 86
2021
Q3
$594K Buy
+5,860
New +$594K 0.11% 87
2021
Q1
$619K Sell
5,906
-206
-3% -$21.6K 0.1% 92
2020
Q4
$516K Sell
6,112
-697
-10% -$58.8K 0.09% 96
2020
Q3
$490K Sell
6,809
-974
-13% -$70.1K 0.09% 102
2020
Q2
$694K Buy
7,783
+692
+10% +$61.7K 0.15% 86
2020
Q1
$514K Sell
7,091
-182
-3% -$13.2K 0.12% 98
2019
Q4
$876K Buy
7,273
+1,088
+18% +$131K 0.16% 87
2019
Q3
$734K Buy
6,185
+139
+2% +$16.5K 0.15% 89
2019
Q2
$752K Sell
6,046
-1,812
-23% -$225K 0.15% 88
2019
Q1
$968K Buy
7,858
+397
+5% +$48.9K 0.18% 81
2018
Q4
$811K Sell
7,461
-1,568
-17% -$170K 0.18% 86
2018
Q3
$1.1M Buy
9,029
+193
+2% +$23.6K 0.23% 80
2018
Q2
$1.12M Sell
8,836
-85
-1% -$10.7K 0.24% 77
2018
Q1
$1.02M Buy
8,921
+1,902
+27% +$217K 0.23% 80
2017
Q4
$878K Sell
7,019
-72
-1% -$9.01K 0.2% 83
2017
Q3
$833K Sell
7,091
-483
-6% -$56.7K 0.2% 85
2017
Q2
$790K Sell
7,574
-421
-5% -$43.9K 0.2% 87
2017
Q1
$858K Sell
7,995
-402
-5% -$43.1K 0.22% 78
2016
Q4
$988K Hold
8,397
0.26% 72
2016
Q3
$864K Sell
8,397
-4,277
-34% -$440K 0.25% 74
2016
Q2
$1.33M Sell
12,674
-925
-7% -$96.9K 0.39% 59
2016
Q1
$1.3M Sell
13,599
-961
-7% -$91.7K 0.41% 60
2015
Q4
$1.31M Sell
14,560
-772
-5% -$69.5K 0.42% 61
2015
Q3
$1.21M Sell
15,332
-1,568
-9% -$124K 0.39% 63
2015
Q2
$1.63M Sell
16,900
-3,715
-18% -$358K 0.44% 50
2015
Q1
$2.16M Sell
20,615
-1,289
-6% -$135K 0.54% 47
2014
Q4
$2.46M Sell
21,904
-10,808
-33% -$1.21M 0.61% 35
2014
Q3
$3.9M Sell
32,712
-148
-0.5% -$17.7K 1.02% 17
2014
Q2
$4.29M Buy
32,860
+402
+1% +$52.5K 1.06% 17
2014
Q1
$3.86M Sell
32,458
-494
-1% -$58.7K 0.98% 20
2013
Q4
$4.12M Sell
32,952
-2,688
-8% -$336K 1.07% 17
2013
Q3
$4.33M Buy
35,640
+1,429
+4% +$174K 1.21% 16
2013
Q2
$4.05M Buy
+34,211
New +$4.05M 1.22% 17