Wilkins Investment Counsel’s Chevron CVX Stock Holding History

Wilkins Investment Counsel’s Portfolio CVX Stock Details CVX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.13M	Hold	14,879	–	–	0.3%	56
2025 Q1	$2.49M	Buy	14,879 +934	+7%	+$156K	0.36%	51
2024 Q4	$2.02M	Sell	13,945 -2,570	-16%	-$372K	0.29%	58
2024 Q3	$2.43M	Hold	16,515	–	–	0.34%	55
2024 Q2	$2.58M	Buy	16,515 +1,700	+11%	+$266K	0.39%	51
2024 Q1	$2.34M	Buy	14,815 +12,580	+563%	+$1.98M	0.34%	54
2023 Q4	$333K	Sell	2,235 -25	-1%	-$3.73K	0.08%	70
2023 Q3	$381K	Sell	2,260 -150	-6%	-$25.3K	0.1%	64
2023 Q2	$379K	Sell	2,410 -25	-1%	-$3.93K	0.1%	68
2023 Q1	$397K	Sell	2,435 -50	-2%	-$8.15K	0.1%	66
2022 Q4	$446K	Hold	2,485	–	–	0.12%	62
2022 Q3	$357K	Sell	2,485 -25	-1%	-$3.59K	0.1%	68
2022 Q2	$363K	Hold	2,510	–	–	0.1%	71
2022 Q1	$409K	Sell	2,510 -500	-17%	-$81.5K	0.09%	71
2021 Q4	$353K	Hold	3,010	–	–	0.08%	74
2021 Q3	$305K	Hold	3,010	–	–	0.07%	72
2021 Q2	$315K	Hold	3,010	–	–	0.08%	71
2021 Q1	$315K	Sell	3,010 -225	-7%	-$23.5K	0.08%	69
2020 Q4	$273K	Hold	3,235	–	–	0.08%	69
2020 Q3	$233K	Hold	3,235	–	–	0.07%	70
2020 Q2	$289K	Hold	3,235	–	–	0.09%	68
2020 Q1	$234K	Sell	3,235 -100	-3%	-$7.23K	0.09%	68
2019 Q4	$402K	Sell	3,335 -430	-11%	-$51.8K	0.11%	68
2019 Q3	$447K	Sell	3,765 -75	-2%	-$8.9K	0.13%	66
2019 Q2	$478K	Sell	3,840 -125	-3%	-$15.6K	0.14%	65
2019 Q1	$488K	Hold	3,965	–	–	0.15%	63
2018 Q4	$431K	Hold	3,965	–	–	0.14%	62
2018 Q3	$485K	Sell	3,965 -550	-12%	-$67.3K	0.15%	63
2018 Q2	$571K	Sell	4,515 -100	-2%	-$12.6K	0.18%	62
2018 Q1	$526K	Sell	4,615 -150	-3%	-$17.1K	0.17%	63
2017 Q4	$597K	Sell	4,765 -50	-1%	-$6.26K	0.18%	64
2017 Q3	$566K	Sell	4,815 -450	-9%	-$52.9K	0.17%	64
2017 Q2	$549K	Hold	5,265	–	–	0.17%	63
2017 Q1	$565K	Hold	5,265	–	–	0.18%	62
2016 Q4	$620K	Sell	5,265 -90	-2%	-$10.6K	0.2%	61
2016 Q3	$551K	Sell	5,355 -10	-0.2%	-$1.03K	0.18%	61
2016 Q2	$562K	Buy	5,365 +125	+2%	+$13.1K	0.19%	62
2016 Q1	$500K	Buy	5,240 +1,150	+28%	+$110K	0.18%	64
2015 Q4	$368K	Sell	4,090 -1,650	-29%	-$148K	0.14%	68
2015 Q3	$453K	Hold	5,740	–	–	0.17%	66
2015 Q2	$554K	Hold	5,740	–	–	0.2%	63
2015 Q1	$603K	Sell	5,740 -800	-12%	-$84K	0.21%	62
2014 Q4	$734K	Hold	6,540	–	–	0.26%	57
2014 Q3	$780K	Sell	6,540 -100	-2%	-$11.9K	0.28%	55
2014 Q2	$867K	Sell	6,640 -100	-1%	-$13.1K	0.31%	51
2014 Q1	$801K	Sell	6,740 -300	-4%	-$35.7K	0.3%	50
2013 Q4	$879K	Hold	7,040	–	–	0.37%	43
2013 Q3	$855K	Hold	7,040	–	–	0.39%	43
2013 Q2	$833K	Buy	+7,040	New	+$833K	0.39%	43