Univest Financial’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Sell |
8,995
-8,161
| -48% | -$1.17M | 0.08% | 138 |
|
|
2025
Q1 | $2.87M | Buy |
17,156
+499
| +3% | +$83.5K | 0.19% | 89 |
|
|
2024
Q4 | $2.41M | Buy |
16,657
+274
| +2% | +$39.7K | 0.15% | 106 |
|
|
2024
Q3 | $2.41M | Buy |
16,383
+12,164
| +288% | +$1.79M | 0.16% | 102 |
|
|
2024
Q2 | $660K | Sell |
4,219
-34
| -0.8% | -$5.32K | 0.18% | 56 |
|
|
2024
Q1 | $671K | Buy |
4,253
+429
| +11% | +$67.7K | 0.19% | 55 |
|
|
2023
Q4 | $570K | Sell |
3,824
-360
| -9% | -$53.7K | 0.17% | 63 |
|
|
2023
Q3 | $705K | Sell |
4,184
-75
| -2% | -$12.6K | 0.24% | 53 |
|
|
2023
Q2 | $670K | Hold |
4,259
| – | – | 0.2% | 55 |
|
|
2023
Q1 | $695K | Buy |
4,259
+1,083
| +34% | +$177K | 0.22% | 55 |
|
|
2022
Q4 | $570K | Hold |
3,176
| – | – | 0.18% | 65 |
|
|
2022
Q3 | $456K | Hold |
3,176
| – | – | 0.15% | 73 |
|
|
2022
Q2 | $459K | Sell |
3,176
-45
| -1% | -$6.5K | 0.15% | 67 |
|
|
2022
Q1 | $525K | Sell |
3,221
-10
| -0.3% | -$1.63K | 0.15% | 66 |
|
|
2021
Q4 | $379K | Sell |
3,231
-345
| -10% | -$40.5K | 0.1% | 79 |
|
|
2021
Q3 | $362K | Hold |
3,576
| – | – | 0.1% | 79 |
|
|
2021
Q2 | $374K | Hold |
3,576
| – | – | 0.1% | 82 |
|
|
2021
Q1 | $374K | Hold |
3,576
| – | – | 0.11% | 79 |
|
|
2020
Q4 | $302K | Hold |
3,576
| – | – | 0.09% | 90 |
|
|
2020
Q3 | $258K | Hold |
3,576
| – | – | 0.08% | 90 |
|
|
2020
Q2 | $319K | Sell |
3,576
-3,913
| -52% | -$349K | 0.11% | 81 |
|
|
2020
Q1 | $543K | Sell |
7,489
-586
| -7% | -$42.5K | 0.22% | 63 |
|
|
2019
Q4 | $950K | Buy |
8,075
+2,488
| +45% | +$293K | 0.4% | 62 |
|
|
2019
Q3 | $663K | Sell |
5,587
-575
| -9% | -$68.2K | 0.21% | 65 |
|
|
2019
Q2 | $767K | Sell |
6,162
-145
| -2% | -$18K | 0.24% | 62 |
|
|
2019
Q1 | $777K | Buy |
6,307
+1,083
| +21% | +$133K | 0.25% | 61 |
|
|
2018
Q4 | $568K | Sell |
5,224
-683
| -12% | -$74.3K | 0.21% | 74 |
|
|
2018
Q3 | $722K | Sell |
5,907
-226
| -4% | -$27.6K | 0.22% | 64 |
|
|
2018
Q2 | $775K | Buy |
6,133
+2,183
| +55% | +$276K | 0.31% | 59 |
|
|
2018
Q1 | $450K | Hold |
3,950
| – | – | 0.19% | 65 |
|
|
2017
Q4 | $494K | Hold |
3,950
| – | – | 0.2% | 64 |
|
|
2017
Q3 | $464K | Sell |
3,950
-763
| -16% | -$89.6K | 0.2% | 66 |
|
|
2017
Q2 | $492K | Sell |
4,713
-251
| -5% | -$26.2K | 0.21% | 66 |
|
|
2017
Q1 | $533K | Sell |
4,964
-3,111
| -39% | -$334K | 0.23% | 63 |
|
|
2016
Q4 | $950K | Buy |
8,075
+3,921
| +94% | +$461K | 0.4% | 62 |
|
|
2016
Q3 | $428K | Sell |
4,154
-787
| -16% | -$81.1K | 0.19% | 68 |
|
|
2016
Q2 | $518K | Buy |
4,941
+14
| +0.3% | +$1.47K | 0.24% | 62 |
|
|
2016
Q1 | $470K | Buy |
4,927
+433
| +10% | +$41.3K | 0.21% | 62 |
|
|
2015
Q4 | $404K | Sell |
4,494
-90
| -2% | -$8.09K | 0.18% | 71 |
|
|
2015
Q3 | $362K | Buy |
4,584
+244
| +6% | +$19.3K | 0.18% | 69 |
|
|
2015
Q2 | $419K | Buy |
4,340
+201
| +5% | +$19.4K | 0.19% | 64 |
|
|
2015
Q1 | $435K | Buy |
4,139
+259
| +7% | +$27.2K | 0.2% | 66 |
|
|
2014
Q4 | $435K | Sell |
3,880
-1,484
| -28% | -$166K | 0.19% | 65 |
|
|
2014
Q3 | $640K | Sell |
5,364
-350
| -6% | -$41.8K | 0.3% | 62 |
|
|
2014
Q2 | $746K | Sell |
5,714
-377
| -6% | -$49.2K | 0.35% | 61 |
|
|
2014
Q1 | $724K | Sell |
6,091
-236
| -4% | -$28.1K | 0.36% | 60 |
|
|
2013
Q4 | $790K | Sell |
6,327
-183
| -3% | -$22.9K | 0.39% | 61 |
|
|
2013
Q3 | $791K | Buy |
6,510
+440
| +7% | +$53.5K | 0.42% | 59 |
|
|
2013
Q2 | $718K | Buy |
+6,070
| New | +$718K | 0.39% | 59 |
|