Tompkins Financial’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.16M | Sell |
6,999
-10,171
| -59% | -$1.89M | 0.08% | 104 |
|
|
2026
Q1 | $3.55M | Sell |
17,170
-168
| -1% | -$30.6K | 0.28% | 57 |
|
|
2025
Q4 | $2.64M | Sell |
17,338
-480
| -3% | -$73.1K | 0.21% | 68 |
|
|
2025
Q3 | $2.77M | Sell |
17,818
-175
| -1% | -$27.1K | 0.23% | 63 |
|
|
2025
Q2 | $2.58M | Sell |
17,993
-2,394
| -12% | -$337K | 0.24% | 65 |
|
|
2025
Q1 | $3.41M | Sell |
20,387
-75
| -0.4% | -$11.7K | 0.33% | 58 |
|
|
2024
Q4 | $2.96M | Sell |
20,462
-48
| -0.2% | -$7.35K | 0.28% | 58 |
|
|
2024
Q3 | $3.02M | Buy |
20,510
+10,108
| +97% | +$1.5M | 0.29% | 59 |
|
|
2024
Q2 | $1.63M | Sell |
10,402
-60
| -0.6% | -$9.57K | 0.17% | 71 |
|
|
2024
Q1 | $1.65M | Sell |
10,462
-38
| -0.4% | -$5.73K | 0.19% | 72 |
|
|
2023
Q4 | $1.57M | Buy |
10,500
+795
| +8% | +$120K | 0.19% | 72 |
|
|
2023
Q3 | $1.64M | Sell |
9,705
-24
| -0.2% | -$3.88K | 0.26% | 66 |
|
|
2023
Q2 | $1.53M | Hold |
9,729
| – | – | 0.24% | 63 |
|
|
2023
Q1 | $1.59M | Sell |
9,729
-200
| -2% | -$33.5K | 0.26% | 67 |
|
|
2022
Q4 | $1.78M | Sell |
9,929
-676
| -6% | -$118K | 0.28% | 68 |
|
|
2022
Q3 | $1.52M | Buy |
10,605
+341
| +3% | +$52K | 0.26% | 68 |
|
|
2022
Q2 | $1.49M | Sell |
10,264
-18
| -0.2% | -$2.98K | 0.24% | 71 |
|
|
2022
Q1 | $1.68M | Buy |
10,282
+4,662
| +83% | +$669K | 0.24% | 72 |
|
|
2021
Q4 | $660K | Sell |
5,620
-240
| -4% | -$27.3K | 0.12% | 86 |
|
|
2021
Q3 | $594K | Buy |
+5,860
| New | +$584K | 0.11% | 87 |
|
|
2021
Q1 | $619K | Sell |
5,906
-206
| -3% | -$20.1K | 0.1% | 92 |
|
|
2020
Q4 | $516K | Sell |
6,112
-697
| -10% | -$56.4K | 0.09% | 96 |
|
|
2020
Q3 | $490K | Sell |
6,809
-974
| -13% | -$81.9K | 0.09% | 102 |
|
|
2020
Q2 | $694K | Buy |
7,783
+692
| +10% | +$62K | 0.15% | 86 |
|
|
2020
Q1 | $514K | Sell |
7,091
-182
| -3% | -$18K | 0.12% | 98 |
|
|
2019
Q4 | $876K | Buy |
7,273
+1,088
| +18% | +$128K | 0.16% | 87 |
|
|
2019
Q3 | $734K | Buy |
6,185
+139
| +2% | +$16.9K | 0.15% | 89 |
|
|
2019
Q2 | $752K | Sell |
6,046
-1,812
| -23% | -$219K | 0.15% | 88 |
|
|
2019
Q1 | $968K | Buy |
7,858
+397
| +5% | +$47K | 0.18% | 81 |
|
|
2018
Q4 | $811K | Sell |
7,461
-1,568
| -17% | -$182K | 0.18% | 86 |
|
|
2018
Q3 | $1.1M | Buy |
9,029
+193
| +2% | +$23.4K | 0.23% | 80 |
|
|
2018
Q2 | $1.12M | Sell |
8,836
-85
| -1% | -$10.6K | 0.24% | 77 |
|
|
2018
Q1 | $1.02M | Buy |
8,921
+1,902
| +27% | +$227K | 0.23% | 80 |
|
|
2017
Q4 | $878K | Sell |
7,019
-72
| -1% | -$8.54K | 0.2% | 83 |
|
|
2017
Q3 | $833K | Sell |
7,091
-483
| -6% | -$52.7K | 0.2% | 85 |
|
|
2017
Q2 | $790K | Sell |
7,574
-421
| -5% | -$44.6K | 0.2% | 87 |
|
|
2017
Q1 | $858K | Sell |
7,995
-402
| -5% | -$45.1K | 0.22% | 78 |
|
|
2016
Q4 | $988K | Hold |
8,397
| – | – | 0.26% | 72 |
|
|
2016
Q3 | $864K | Sell |
8,397
-4,277
| -34% | -$437K | 0.25% | 74 |
|
|
2016
Q2 | $1.33M | Sell |
12,674
-925
| -7% | -$93K | 0.39% | 59 |
|
|
2016
Q1 | $1.3M | Sell |
13,599
-961
| -7% | -$84.1K | 0.41% | 60 |
|
|
2015
Q4 | $1.31M | Sell |
14,560
-772
| -5% | -$69.6K | 0.42% | 61 |
|
|
2015
Q3 | $1.21M | Sell |
15,332
-1,568
| -9% | -$132K | 0.39% | 63 |
|
|
2015
Q2 | $1.63M | Sell |
16,900
-3,715
| -18% | -$390K | 0.44% | 50 |
|
|
2015
Q1 | $2.16M | Sell |
20,615
-1,289
| -6% | -$138K | 0.54% | 47 |
|
|
2014
Q4 | $2.46M | Sell |
21,904
-10,808
| -33% | -$1.23M | 0.61% | 35 |
|
|
2014
Q3 | $3.9M | Sell |
32,712
-148
| -0.5% | -$18.9K | 1.02% | 17 |
|
|
2014
Q2 | $4.29M | Buy |
32,860
+402
| +1% | +$50K | 1.06% | 17 |
|
|
2014
Q1 | $3.86M | Sell |
32,458
-494
| -1% | -$57.4K | 0.98% | 20 |
|
|
2013
Q4 | $4.12M | Sell |
32,952
-2,688
| -8% | -$325K | 1.07% | 17 |
|
|
2013
Q3 | $4.33M | Buy |
35,640
+1,429
| +4% | +$176K | 1.21% | 16 |
|
|
2013
Q2 | $4.05M | Buy |
+34,211
| New | +$4.13M | 1.22% | 17 |
|
Other funds holding CVX
DC
CIM
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DLA
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PL
GI