Vaughan & Co Securities’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $529K | Sell |
3,693
-8
| -0.2% | -$1.15K | 0.3% | 43 |
|
|
2025
Q1 | $619K | Buy |
3,701
+33
| +0.9% | +$5.52K | 0.38% | 39 |
|
|
2024
Q4 | $531K | Sell |
3,668
-15
| -0.4% | -$2.17K | 0.32% | 41 |
|
|
2024
Q3 | $542K | Sell |
3,683
-16
| -0.4% | -$2.36K | 0.32% | 44 |
|
|
2024
Q2 | $579K | Buy |
3,699
+218
| +6% | +$34.1K | 0.36% | 41 |
|
|
2024
Q1 | $549K | Sell |
3,481
-283
| -8% | -$44.6K | 0.35% | 43 |
|
|
2023
Q4 | $561K | Sell |
3,764
-236
| -6% | -$35.2K | 0.38% | 42 |
|
|
2023
Q3 | $674K | Sell |
4,000
-23
| -0.6% | -$3.88K | 0.5% | 25 |
|
|
2023
Q2 | $633K | Hold |
4,023
| – | – | 0.45% | 32 |
|
|
2023
Q1 | $656K | Sell |
4,023
-286
| -7% | -$46.7K | 0.49% | 31 |
|
|
2022
Q4 | $773K | Sell |
4,309
-170
| -4% | -$30.5K | 0.62% | 27 |
|
|
2022
Q3 | $643K | Sell |
4,479
-1,740
| -28% | -$250K | 0.56% | 26 |
|
|
2022
Q2 | $900K | Sell |
6,219
-90
| -1% | -$13K | 0.72% | 16 |
|
|
2022
Q1 | $1.03M | Sell |
6,309
-669
| -10% | -$109K | 0.71% | 13 |
|
|
2021
Q4 | $819K | Sell |
6,978
-40
| -0.6% | -$4.7K | 0.56% | 17 |
|
|
2021
Q3 | $712K | Hold |
7,018
| – | – | 0.53% | 23 |
|
|
2021
Q2 | $735K | Sell |
7,018
-110
| -2% | -$11.5K | 0.54% | 20 |
|
|
2021
Q1 | $747K | Buy |
7,128
+2,045
| +40% | +$214K | 0.6% | 17 |
|
|
2020
Q4 | $430K | Sell |
5,083
-432
| -8% | -$36.5K | 0.38% | 35 |
|
|
2020
Q3 | $397K | Hold |
5,515
| – | – | 0.41% | 34 |
|
|
2020
Q2 | $492K | Hold |
5,515
| – | – | 0.54% | 23 |
|
|
2020
Q1 | $400K | Sell |
5,515
-55
| -1% | -$3.99K | 0.51% | 31 |
|
|
2019
Q4 | $671K | Buy |
+5,570
| New | +$671K | 0.61% | 19 |
|