Van Strum & Towne’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.68M | Sell |
18,728
-1,917
| -9% | -$274K | 0.85% | 33 |
|
2025
Q1 | $3.45M | Buy |
20,645
+3,321
| +19% | +$556K | 1.16% | 28 |
|
2024
Q4 | $2.51M | Buy |
17,324
+1,417
| +9% | +$205K | 0.88% | 32 |
|
2024
Q3 | $2.34M | Buy |
15,907
+23
| +0.1% | +$3.39K | 0.81% | 31 |
|
2024
Q2 | $2.48M | Buy |
15,884
+19
| +0.1% | +$2.97K | 0.9% | 31 |
|
2024
Q1 | $2.5M | Buy |
15,865
+200
| +1% | +$31.5K | 0.91% | 30 |
|
2023
Q4 | $2.34M | Buy |
15,665
+39
| +0.2% | +$5.82K | 0.92% | 31 |
|
2023
Q3 | $2.63M | Buy |
15,626
+3,662
| +31% | +$618K | 1.11% | 28 |
|
2023
Q2 | $1.88M | Hold |
11,964
| – | – | 0.78% | 35 |
|
2023
Q1 | $1.95M | Hold |
11,964
| – | – | 0.83% | 32 |
|
2022
Q4 | $2.15M | Buy |
11,964
+500
| +4% | +$89.7K | 0.92% | 31 |
|
2022
Q3 | $1.65M | Hold |
11,464
| – | – | 0.76% | 35 |
|
2022
Q2 | $1.66M | Hold |
11,464
| – | – | 0.71% | 35 |
|
2022
Q1 | $1.87M | Hold |
11,464
| – | – | 0.7% | 37 |
|
2021
Q4 | $1.35M | Sell |
11,464
-86
| -0.7% | -$10.1K | 0.49% | 41 |
|
2021
Q3 | $1.17M | Hold |
11,550
| – | – | 0.46% | 45 |
|
2021
Q2 | $1.21M | Buy |
11,550
+300
| +3% | +$31.4K | 0.58% | 37 |
|
2021
Q1 | $1.18M | Sell |
11,250
-1,250
| -10% | -$131K | 0.6% | 35 |
|
2020
Q4 | $1.06M | Buy |
12,500
+525
| +4% | +$44.4K | 0.59% | 34 |
|
2020
Q3 | $862K | Hold |
11,975
| – | – | 0.56% | 32 |
|
2020
Q2 | $1.07M | Hold |
11,975
| – | – | 0.74% | 31 |
|
2020
Q1 | $868K | Buy |
11,975
+500
| +4% | +$36.2K | 0.69% | 30 |
|
2019
Q4 | $1.38M | Sell |
11,475
-440
| -4% | -$53K | 0.85% | 30 |
|
2019
Q3 | $1.41M | Buy |
11,915
+825
| +7% | +$97.8K | 0.93% | 28 |
|
2019
Q2 | $1.38M | Hold |
11,090
| – | – | 0.98% | 29 |
|
2019
Q1 | $1.37M | Hold |
11,090
| – | – | 1.02% | 28 |
|
2018
Q4 | $1.21M | Sell |
11,090
-80
| -0.7% | -$8.7K | 1.02% | 27 |
|
2018
Q3 | $1.37M | Hold |
11,170
| – | – | 0.88% | 29 |
|
2018
Q2 | $1.41M | Sell |
11,170
-150
| -1% | -$19K | 0.98% | 30 |
|
2018
Q1 | $1.29M | Sell |
11,320
-140
| -1% | -$16K | 0.91% | 32 |
|
2017
Q4 | $1.44M | Sell |
11,460
-125
| -1% | -$15.7K | 0.95% | 32 |
|
2017
Q3 | $1.36M | Hold |
11,585
| – | – | 0.89% | 34 |
|
2017
Q2 | $1.21M | Hold |
11,585
| – | – | 0.79% | 34 |
|
2017
Q1 | $1.24M | Sell |
11,585
-1,366
| -11% | -$147K | 0.8% | 33 |
|
2016
Q4 | $1.52M | Hold |
12,951
| – | – | 0.96% | 33 |
|
2016
Q3 | $1.33M | Hold |
12,951
| – | – | 0.88% | 34 |
|
2016
Q2 | $1.36M | Hold |
12,951
| – | – | 0.9% | 35 |
|
2016
Q1 | $1.24M | Hold |
12,951
| – | – | 0.82% | 35 |
|
2015
Q4 | $1.17M | Hold |
12,951
| – | – | 0.76% | 37 |
|
2015
Q3 | $1.02M | Hold |
12,951
| – | – | 0.7% | 37 |
|
2015
Q2 | $1.25M | Hold |
12,951
| – | – | 0.77% | 39 |
|
2015
Q1 | $1.36M | Sell |
12,951
-30
| -0.2% | -$3.15K | 0.85% | 37 |
|
2014
Q4 | $1.46M | Buy |
12,981
+1,462
| +13% | +$164K | 0.9% | 37 |
|
2014
Q3 | $1.37M | Buy |
11,519
+777
| +7% | +$92.7K | 0.9% | 38 |
|
2014
Q2 | $1.4M | Sell |
10,742
-115
| -1% | -$15K | 0.92% | 37 |
|
2014
Q1 | $1.29M | Buy |
10,857
+900
| +9% | +$107K | 0.83% | 39 |
|
2013
Q4 | $1.24M | Hold |
9,957
| – | – | 0.83% | 39 |
|
2013
Q3 | $1.21M | Sell |
9,957
-900
| -8% | -$109K | 0.9% | 37 |
|
2013
Q2 | $1.29M | Buy |
+10,857
| New | +$1.29M | 0.99% | 35 |
|