Wright Investors Service’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Buy |
7,259
+112
| +2% | +$16K | 0.31% | 76 |
|
|
2025
Q1 | $1.2M | Sell |
7,147
-329
| -4% | -$55K | 0.4% | 63 |
|
|
2024
Q4 | $1.08M | Sell |
7,476
-6,775
| -48% | -$981K | 0.35% | 70 |
|
|
2024
Q3 | $2.1M | Sell |
14,251
-4,113
| -22% | -$606K | 0.55% | 53 |
|
|
2024
Q2 | $2.87M | Sell |
18,364
-4,331
| -19% | -$677K | 0.76% | 40 |
|
|
2024
Q1 | $3.58M | Buy |
22,695
+117
| +0.5% | +$18.5K | 0.91% | 33 |
|
|
2023
Q4 | $3.37M | Sell |
22,578
-3,177
| -12% | -$474K | 0.95% | 35 |
|
|
2023
Q3 | $4.34M | Buy |
25,755
+94
| +0.4% | +$15.9K | 1.26% | 22 |
|
|
2023
Q2 | $4.04M | Buy |
25,661
+2,590
| +11% | +$408K | 1.14% | 21 |
|
|
2023
Q1 | $3.76M | Sell |
23,071
-373
| -2% | -$60.9K | 1.07% | 27 |
|
|
2022
Q4 | $4.21M | Buy |
23,444
+644
| +3% | +$116K | 1.21% | 23 |
|
|
2022
Q3 | $3.28M | Sell |
22,800
-1,744
| -7% | -$251K | 1.03% | 31 |
|
|
2022
Q2 | $3.55M | Sell |
24,544
-13,241
| -35% | -$1.92M | 1.02% | 28 |
|
|
2022
Q1 | $6.15M | Buy |
37,785
+292
| +0.8% | +$47.5K | 1.53% | 16 |
|
|
2021
Q4 | $4.4M | Buy |
37,493
+1,052
| +3% | +$123K | 1.11% | 27 |
|
|
2021
Q3 | $3.7M | Sell |
36,441
-20,804
| -36% | -$2.11M | 1.05% | 31 |
|
|
2021
Q2 | $6M | Buy |
57,245
+4,885
| +9% | +$512K | 1.63% | 11 |
|
|
2021
Q1 | $5.49M | Buy |
52,360
+29,508
| +129% | +$3.09M | 1.66% | 13 |
|
|
2020
Q4 | $1.93M | Sell |
22,852
-3,738
| -14% | -$316K | 0.66% | 50 |
|
|
2020
Q3 | $1.92M | Buy |
26,590
+4,552
| +21% | +$328K | 0.68% | 45 |
|
|
2020
Q2 | $1.97M | Sell |
22,038
-1,174
| -5% | -$105K | 0.75% | 39 |
|
|
2020
Q1 | $1.68M | Sell |
23,212
-9,847
| -30% | -$714K | 0.72% | 40 |
|
|
2019
Q4 | $3.98M | Buy |
33,059
+1,445
| +5% | +$174K | 1.36% | 20 |
|
|
2019
Q3 | $3.75M | Buy |
31,614
+10,183
| +48% | +$1.21M | 1.35% | 20 |
|
|
2019
Q2 | $2.67M | Buy |
21,431
+4,895
| +30% | +$609K | 1.02% | 31 |
|
|
2019
Q1 | $2.04M | Buy |
16,536
+6,645
| +67% | +$819K | 0.82% | 39 |
|
|
2018
Q4 | $1.08M | Buy |
9,891
+7,499
| +314% | +$816K | 0.46% | 63 |
|
|
2018
Q3 | $293K | Buy |
2,392
+19
| +0.8% | +$2.33K | 0.11% | 132 |
|
|
2018
Q2 | $300K | Buy |
+2,373
| New | +$300K | 0.12% | 130 |
|
|
2016
Q1 | – | Sell |
-14,295
| Closed | -$1.29M | – | 225 |
|
|
2015
Q4 | $1.29M | Buy |
+14,295
| New | +$1.29M | 0.47% | 68 |
|
|
2015
Q3 | – | Sell |
-2,149
| Closed | -$207K | – | 218 |
|
|
2015
Q2 | $207K | Sell |
2,149
-990
| -32% | -$95.4K | 0.1% | 202 |
|
|
2015
Q1 | $330K | Sell |
3,139
-1,454
| -32% | -$153K | 0.16% | 171 |
|
|
2014
Q4 | $515K | Sell |
4,593
-900
| -16% | -$101K | 0.25% | 128 |
|
|
2014
Q3 | $655K | Buy |
5,493
+330
| +6% | +$39.4K | 0.32% | 98 |
|
|
2014
Q2 | $674K | Buy |
5,163
+998
| +24% | +$130K | 0.3% | 110 |
|
|
2014
Q1 | $495K | Sell |
4,165
-4,007
| -49% | -$476K | 0.22% | 142 |
|
|
2013
Q4 | $1.02M | Sell |
8,172
-8,984
| -52% | -$1.12M | 0.45% | 69 |
|
|
2013
Q3 | $2.08M | Sell |
17,156
-380
| -2% | -$46.2K | 0.94% | 28 |
|
|
2013
Q2 | $2.08M | Buy |
+17,536
| New | +$2.08M | 0.98% | 26 |
|