Van Hulzen Asset Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.41M | Sell |
23,785
-600
| -2% | -$85.9K | 0.28% | 70 |
|
|
2025
Q1 | $4.08M | Sell |
24,385
-1,806
| -7% | -$302K | 0.37% | 63 |
|
|
2024
Q4 | $3.79M | Sell |
26,191
-96
| -0.4% | -$13.9K | 0.28% | 75 |
|
|
2024
Q3 | $3.87M | Buy |
26,287
+792
| +3% | +$117K | 0.28% | 74 |
|
|
2024
Q2 | $3.99M | Buy |
25,495
+85
| +0.3% | +$13.3K | 0.27% | 68 |
|
|
2024
Q1 | $4.01M | Sell |
25,410
-72
| -0.3% | -$11.4K | 0.26% | 72 |
|
|
2023
Q4 | $3.8M | Sell |
25,482
-51
| -0.2% | -$7.61K | 0.27% | 72 |
|
|
2023
Q3 | $4.31M | Sell |
25,533
-607
| -2% | -$102K | 0.33% | 63 |
|
|
2023
Q2 | $4.11M | Buy |
26,140
+734
| +3% | +$115K | 0.35% | 63 |
|
|
2023
Q1 | $4.15M | Sell |
25,406
-4,896
| -16% | -$799K | 0.39% | 62 |
|
|
2022
Q4 | $5.44M | Buy |
30,302
+5,304
| +21% | +$952K | 0.63% | 49 |
|
|
2022
Q3 | $3.59M | Buy |
24,998
+606
| +2% | +$87.1K | 0.44% | 63 |
|
|
2022
Q2 | $3.53M | Buy |
24,392
+622
| +3% | +$90K | 0.42% | 63 |
|
|
2022
Q1 | $3.87M | Sell |
23,770
-89,546
| -79% | -$14.6M | 0.41% | 65 |
|
|
2021
Q4 | $13.3M | Buy |
113,316
+45,546
| +67% | +$5.35M | 1.45% | 18 |
|
|
2021
Q3 | $6.88M | Buy |
67,770
+1,400
| +2% | +$142K | 1.02% | 35 |
|
|
2021
Q2 | $6.95M | Buy |
66,370
+3,008
| +5% | +$315K | 1.04% | 35 |
|
|
2021
Q1 | $6.64M | Sell |
63,362
-4,488
| -7% | -$470K | 1.06% | 36 |
|
|
2020
Q4 | $5.73M | Buy |
67,850
+56,234
| +484% | +$4.75M | 0.87% | 39 |
|
|
2020
Q3 | $836K | Sell |
11,616
-1,634
| -12% | -$118K | 0.13% | 102 |
|
|
2020
Q2 | $1.18M | Sell |
13,250
-12,947
| -49% | -$1.15M | 0.18% | 82 |
|
|
2020
Q1 | $1.9M | Sell |
26,197
-4,919
| -16% | -$356K | 0.41% | 55 |
|
|
2019
Q4 | $3.75M | Buy |
31,116
+774
| +3% | +$93.3K | 0.73% | 41 |
|
|
2019
Q3 | $3.6M | Sell |
30,342
-256
| -0.8% | -$30.4K | 0.76% | 39 |
|
|
2019
Q2 | $3.81M | Buy |
30,598
+854
| +3% | +$106K | 0.83% | 38 |
|
|
2019
Q1 | $3.66M | Sell |
29,744
-935
| -3% | -$115K | 0.99% | 30 |
|
|
2018
Q4 | $3.34M | Sell |
30,679
-266
| -0.9% | -$28.9K | 0.97% | 34 |
|
|
2018
Q3 | $3.78M | Buy |
30,945
+2,678
| +9% | +$327K | 1.01% | 34 |
|
|
2018
Q2 | $3.57M | Buy |
28,267
+2,422
| +9% | +$306K | 1.06% | 33 |
|
|
2018
Q1 | $2.95M | Buy |
25,845
+855
| +3% | +$97.5K | 0.9% | 42 |
|
|
2017
Q4 | $3.13M | Buy |
24,990
+1,813
| +8% | +$227K | 0.95% | 37 |
|
|
2017
Q3 | $2.72M | Buy |
23,177
+7,016
| +43% | +$824K | 0.92% | 42 |
|
|
2017
Q2 | $1.69M | Buy |
16,161
+1,289
| +9% | +$134K | 0.67% | 49 |
|
|
2017
Q1 | $1.6M | Sell |
14,872
-1,541
| -9% | -$165K | 0.73% | 50 |
|
|
2016
Q4 | $1.93M | Buy |
16,413
+133
| +0.8% | +$15.7K | 0.9% | 43 |
|
|
2016
Q3 | $1.68M | Buy |
16,280
+51
| +0.3% | +$5.25K | 0.91% | 42 |
|
|
2016
Q2 | $1.7M | Sell |
16,229
-825
| -5% | -$86.5K | 0.97% | 41 |
|
|
2016
Q1 | $1.63M | Buy |
17,054
+2,240
| +15% | +$214K | 0.93% | 40 |
|
|
2015
Q4 | $1.33M | Buy |
14,814
+1,780
| +14% | +$160K | 0.83% | 44 |
|
|
2015
Q3 | $1.03M | Sell |
13,034
-43,320
| -77% | -$3.42M | 0.66% | 46 |
|
|
2015
Q2 | $5.44M | Buy |
56,354
+7,771
| +16% | +$750K | 2.93% | 3 |
|
|
2015
Q1 | $5.1M | Buy |
48,583
+14,731
| +44% | +$1.55M | 3.12% | 3 |
|
|
2014
Q4 | $3.8M | Buy |
33,852
+21,991
| +185% | +$2.47M | 2.63% | 9 |
|
|
2014
Q3 | $1.42M | Sell |
11,861
-5,018
| -30% | -$599K | 1.44% | 28 |
|
|
2014
Q2 | $2.2M | Sell |
16,879
-5,291
| -24% | -$691K | 1.89% | 21 |
|
|
2014
Q1 | $2.64M | Sell |
22,170
-2,502
| -10% | -$297K | 2.67% | 11 |
|
|
2013
Q4 | $3.08M | Buy |
+24,672
| New | +$3.08M | 2.66% | 7 |
|