VFP
Verus Financial Partners’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $257K | Hold |
1,678
| – | – | 0.03% | 99 |
|
|
2025
Q1 | $226K | Buy |
1,678
+273
| +19% | +$36.7K | 0.03% | 94 |
|
|
2024
Q4 | $215K | Sell |
1,405
-305
| -18% | -$46.7K | 0.02% | 95 |
|
|
2024
Q3 | $256K | Sell |
1,710
-49
| -3% | -$7.34K | 0.03% | 91 |
|
|
2024
Q2 | $275K | Buy |
1,759
+1
| +0.1% | +$156 | 0.03% | 83 |
|
|
2024
Q1 | $277K | Sell |
1,758
-149
| -8% | -$23.5K | 0.03% | 86 |
|
|
2023
Q4 | $284K | Buy |
1,907
+138
| +8% | +$20.6K | 0.04% | 82 |
|
|
2023
Q3 | $290K | Hold |
1,769
| – | – | 0.04% | 78 |
|
|
2023
Q2 | $288K | Sell |
1,769
-87
| -5% | -$14.1K | 0.04% | 79 |
|
|
2023
Q1 | $290K | Buy |
1,856
+2
| +0.1% | +$312 | 0.04% | 73 |
|
|
2022
Q4 | $323K | Sell |
1,854
-306
| -14% | -$53.2K | 0.04% | 71 |
|
|
2022
Q3 | $351K | Buy |
2,160
+377
| +21% | +$61.3K | 0.05% | 65 |
|
|
2022
Q2 | $259K | Sell |
1,783
-425
| -19% | -$61.7K | 0.04% | 79 |
|
|
2022
Q1 | $373K | Buy |
+2,208
| New | +$373K | 0.05% | 64 |
|
|
2020
Q4 | – | Sell |
-4,039
| Closed | -$291K | – | 115 |
|
|
2020
Q3 | $291K | Buy |
+4,039
| New | +$291K | 0.11% | 120 |
|
|
2020
Q1 | – | Sell |
-1,994
| Closed | -$240K | – | 70 |
|
|
2019
Q4 | $240K | Buy |
1,994
+52
| +3% | +$6.26K | 0.07% | 65 |
|
|
2019
Q3 | $230K | Sell |
1,942
-585
| -23% | -$69.3K | 0.08% | 60 |
|
|
2019
Q2 | $314K | Sell |
2,527
-53
| -2% | -$6.59K | 0.11% | 41 |
|
|
2019
Q1 | $318K | Sell |
2,580
-41
| -2% | -$5.05K | 0.11% | 36 |
|
|
2018
Q4 | $320K | Hold |
2,621
| – | – | 0.11% | 36 |
|
|
2018
Q3 | $320K | Hold |
2,621
| – | – | 0.11% | 36 |
|
|
2018
Q2 | $331K | Sell |
2,621
-791
| -23% | -$99.9K | 0.12% | 33 |
|
|
2018
Q1 | $389K | Sell |
3,412
-80
| -2% | -$9.12K | 0.15% | 30 |
|
|
2017
Q4 | $437K | Hold |
3,492
| – | – | 0.16% | 29 |
|
|
2017
Q3 | $410K | Sell |
3,492
-93
| -3% | -$10.9K | 0.16% | 29 |
|
|
2017
Q2 | $374K | Sell |
3,585
-242
| -6% | -$25.2K | 0.15% | 28 |
|
|
2017
Q1 | $411K | Buy |
3,827
+1,522
| +66% | +$163K | 0.17% | 27 |
|
|
2016
Q4 | $271K | Buy |
2,305
+1
| +0% | +$118 | 0.12% | 38 |
|
|
2016
Q3 | $237K | Buy |
2,304
+355
| +18% | +$36.5K | 0.11% | 39 |
|
|
2016
Q2 | $204K | Sell |
1,949
-353
| -15% | -$36.9K | 0.09% | 43 |
|
|
2016
Q1 | $220K | Sell |
2,302
-168
| -7% | -$16.1K | 0.1% | 42 |
|
|
2015
Q4 | $222K | Buy |
+2,470
| New | +$222K | 0.1% | 42 |
|
|
2015
Q3 | – | Sell |
-2,352
| Closed | -$227K | – | 41 |
|
|
2015
Q2 | $227K | Buy |
2,352
+4
| +0.2% | +$386 | 0.12% | 35 |
|
|
2015
Q1 | $246K | Buy |
2,348
+147
| +7% | +$15.4K | 0.12% | 34 |
|
|
2014
Q4 | $247K | Sell |
2,201
-84
| -4% | -$9.43K | 0.13% | 36 |
|
|
2014
Q3 | $273K | Buy |
2,285
+3
| +0.1% | +$358 | 0.15% | 34 |
|
|
2014
Q2 | $298K | Buy |
2,282
+4
| +0.2% | +$522 | 0.17% | 32 |
|
|
2014
Q1 | $271K | Buy |
2,278
+402
| +21% | +$47.8K | 0.15% | 35 |
|
|
2013
Q4 | $234K | Buy |
1,876
+4
| +0.2% | +$499 | 0.12% | 36 |
|
|
2013
Q3 | $227K | Buy |
1,872
+3
| +0.2% | +$364 | 0.12% | 34 |
|
|
2013
Q2 | $221K | Buy |
+1,869
| New | +$221K | 0.13% | 37 |
|