VF
Vest Financial’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62.7M | Buy |
438,175
+54,063
| +14% | +$7.74M | 0.89% | 20 |
|
|
2025
Q1 | $64.3M | Sell |
384,112
-12,634
| -3% | -$2.11M | 1% | 17 |
|
|
2024
Q4 | $57.5M | Buy |
396,746
+58,292
| +17% | +$8.44M | 1.02% | 20 |
|
|
2024
Q3 | $49.8M | Buy |
338,454
+51,669
| +18% | +$7.61M | 0.96% | 57 |
|
|
2024
Q2 | $44.9M | Buy |
286,785
+11,986
| +4% | +$1.87M | 1.08% | 26 |
|
|
2024
Q1 | $43.3M | Buy |
274,799
+11,882
| +5% | +$1.87M | 1.15% | 15 |
|
|
2023
Q4 | $39.2M | Buy |
262,917
+65,072
| +33% | +$9.71M | 1.46% | 5 |
|
|
2023
Q3 | $33.4M | Buy |
197,845
+91,663
| +86% | +$15.5M | 1.82% | 2 |
|
|
2023
Q2 | $16.6M | Buy |
106,182
+41,325
| +64% | +$6.46M | 1.55% | 4 |
|
|
2023
Q1 | $10.6M | Buy |
64,857
+12,067
| +23% | +$1.97M | 1.44% | 21 |
|
|
2022
Q4 | $9.48M | Sell |
52,790
-10,180
| -16% | -$1.83M | 1.48% | 41 |
|
|
2022
Q3 | $9.05M | Buy |
62,970
+4,331
| +7% | +$622K | 1.71% | 9 |
|
|
2022
Q2 | $8.58M | Sell |
58,639
-8,258
| -12% | -$1.21M | 1.56% | 32 |
|
|
2022
Q1 | $10.9M | Buy |
66,897
+6,612
| +11% | +$1.08M | 1.98% | 3 |
|
|
2021
Q4 | $7.07M | Buy |
60,285
+6,421
| +12% | +$753K | 1.54% | 38 |
|
|
2021
Q3 | $5.46M | Buy |
53,864
+13,858
| +35% | +$1.41M | 1.66% | 6 |
|
|
2021
Q2 | $4.19M | Buy |
40,006
+12,483
| +45% | +$1.31M | 1.59% | 17 |
|
|
2021
Q1 | $2.88M | Sell |
27,523
-2,442
| -8% | -$256K | 1.65% | 10 |
|
|
2020
Q4 | $2.53M | Buy |
+29,965
| New | +$2.53M | 1.7% | 7 |
|