Welch & Forbes’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $59.5M | Buy |
415,588
+931
| +0.2% | +$133K | 0.74% | 39 |
|
|
2025
Q1 | $69.4M | Buy |
414,657
+1,802
| +0.4% | +$301K | 0.91% | 36 |
|
|
2024
Q4 | $59.8M | Sell |
412,855
-6,673
| -2% | -$967K | 0.77% | 40 |
|
|
2024
Q3 | $61.8M | Buy |
419,528
+8,690
| +2% | +$1.28M | 0.79% | 40 |
|
|
2024
Q2 | $63.6M | Buy |
410,838
+5,861
| +1% | +$907K | 0.85% | 37 |
|
|
2024
Q1 | $63.9M | Buy |
404,977
+13,550
| +3% | +$2.14M | 0.88% | 37 |
|
|
2023
Q4 | $58.4M | Buy |
391,427
+147
| +0% | +$21.9K | 0.88% | 36 |
|
|
2023
Q3 | $66M | Buy |
391,280
+9,692
| +3% | +$1.63M | 1.09% | 29 |
|
|
2023
Q2 | $60M | Buy |
381,588
+4,778
| +1% | +$752K | 0.95% | 33 |
|
|
2023
Q1 | $61.5M | Buy |
376,810
+4,067
| +1% | +$664K | 1.04% | 31 |
|
|
2022
Q4 | $66.9M | Sell |
372,743
-106
| -0% | -$19K | 1.2% | 26 |
|
|
2022
Q3 | $53.6M | Buy |
372,849
+3,836
| +1% | +$551K | 1.05% | 32 |
|
|
2022
Q2 | $53.4M | Buy |
369,013
+5,033
| +1% | +$729K | 0.98% | 31 |
|
|
2022
Q1 | $59.3M | Buy |
363,980
+14,140
| +4% | +$2.3M | 0.93% | 36 |
|
|
2021
Q4 | $41.1M | Buy |
349,840
+13,885
| +4% | +$1.63M | 0.61% | 46 |
|
|
2021
Q3 | $34.1M | Buy |
335,955
+7,762
| +2% | +$787K | 0.57% | 49 |
|
|
2021
Q2 | $34.4M | Buy |
328,193
+16,573
| +5% | +$1.74M | 0.58% | 50 |
|
|
2021
Q1 | $32.7M | Buy |
311,620
+11,941
| +4% | +$1.25M | 0.6% | 49 |
|
|
2020
Q4 | $25.3M | Sell |
299,679
-10,570
| -3% | -$893K | 0.5% | 53 |
|
|
2020
Q3 | $22.3M | Buy |
310,249
+13,180
| +4% | +$949K | 0.48% | 54 |
|
|
2020
Q2 | $26.5M | Buy |
297,069
+9,645
| +3% | +$861K | 0.62% | 48 |
|
|
2020
Q1 | $20.8M | Sell |
287,424
-27,997
| -9% | -$2.03M | 0.58% | 52 |
|
|
2019
Q4 | $38M | Sell |
315,421
-2,215
| -0.7% | -$267K | 0.85% | 38 |
|
|
2019
Q3 | $37.7M | Buy |
317,636
+3,084
| +1% | +$366K | 0.9% | 34 |
|
|
2019
Q2 | $39.1M | Sell |
314,552
-4,797
| -2% | -$597K | 0.95% | 31 |
|
|
2019
Q1 | $39.3M | Sell |
319,349
-3,985
| -1% | -$491K | 0.99% | 30 |
|
|
2018
Q4 | $35.2M | Buy |
323,334
+2,537
| +0.8% | +$276K | 0.99% | 34 |
|
|
2018
Q3 | $39.2M | Buy |
320,797
+2,264
| +0.7% | +$277K | 0.94% | 36 |
|
|
2018
Q2 | $40.3M | Buy |
318,533
+382
| +0.1% | +$48.3K | 1.04% | 30 |
|
|
2018
Q1 | $36.3M | Buy |
318,151
+4,464
| +1% | +$509K | 0.93% | 35 |
|
|
2017
Q4 | $39.3M | Buy |
313,687
+7,062
| +2% | +$884K | 1.05% | 31 |
|
|
2017
Q3 | $36M | Buy |
306,625
+7,574
| +3% | +$890K | 0.95% | 36 |
|
|
2017
Q2 | $31.2M | Sell |
299,051
-2,809
| -0.9% | -$293K | 0.87% | 37 |
|
|
2017
Q1 | $32.4M | Buy |
301,860
+6,165
| +2% | +$662K | 0.93% | 34 |
|
|
2016
Q4 | $34.8M | Buy |
295,695
+7,985
| +3% | +$940K | 1.04% | 29 |
|
|
2016
Q3 | $29.6M | Buy |
287,710
+1,719
| +0.6% | +$177K | 1.02% | 30 |
|
|
2016
Q2 | $30M | Buy |
285,991
+2,977
| +1% | +$312K | 0.91% | 34 |
|
|
2016
Q1 | $27M | Sell |
283,014
-7,305
| -3% | -$697K | 0.84% | 37 |
|
|
2015
Q4 | $26.1M | Sell |
290,319
-1,546
| -0.5% | -$139K | 0.84% | 39 |
|
|
2015
Q3 | $23M | Sell |
291,865
-12,690
| -4% | -$1M | 0.77% | 41 |
|
|
2015
Q2 | $29.4M | Sell |
304,555
-1,670
| -0.5% | -$161K | 0.91% | 39 |
|
|
2015
Q1 | $32.1M | Sell |
306,225
-2,952
| -1% | -$310K | 0.97% | 34 |
|
|
2014
Q4 | $34.7M | Buy |
309,177
+12,789
| +4% | +$1.43M | 1.02% | 34 |
|
|
2014
Q3 | $35.4M | Sell |
296,388
-3,137
| -1% | -$374K | 1.08% | 30 |
|
|
2014
Q2 | $39.1M | Buy |
299,525
+3,593
| +1% | +$469K | 1.23% | 27 |
|
|
2014
Q1 | $35.2M | Sell |
295,932
-125
| -0% | -$14.9K | 1.11% | 30 |
|
|
2013
Q4 | $37M | Buy |
296,057
+1,238
| +0.4% | +$155K | 1.17% | 30 |
|
|
2013
Q3 | $35.8M | Sell |
294,819
-1,876
| -0.6% | -$228K | 1.21% | 27 |
|
|
2013
Q2 | $35.1M | Buy |
+296,695
| New | +$35.1M | 1.26% | 23 |
|