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