ZIM
Zacks Investment Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.8M | Sell |
291,862
-832
| -0.3% | -$119K | 0.36% | 79 |
|
|
2025
Q1 | $49M | Buy |
292,694
+8,151
| +3% | +$1.36M | 0.46% | 64 |
|
|
2024
Q4 | $41.2M | Sell |
284,543
-22,082
| -7% | -$3.2M | 0.38% | 75 |
|
|
2024
Q3 | $45.2M | Sell |
306,625
-655,170
| -68% | -$96.5M | 0.39% | 68 |
|
|
2024
Q2 | $150M | Sell |
961,795
-85,045
| -8% | -$13.3M | 1.69% | 9 |
|
|
2024
Q1 | $165M | Buy |
1,046,840
+41,966
| +4% | +$6.62M | 1.76% | 11 |
|
|
2023
Q4 | $150M | Sell |
1,004,874
-54,928
| -5% | -$8.19M | 1.85% | 6 |
|
|
2023
Q3 | $179M | Sell |
1,059,802
-2,089
| -0.2% | -$352K | 2.31% | 3 |
|
|
2023
Q2 | $167M | Buy |
1,061,891
+12,043
| +1% | +$1.89M | 2.1% | 5 |
|
|
2023
Q1 | $171M | Buy |
1,049,848
+13,620
| +1% | +$2.22M | 2.3% | 3 |
|
|
2022
Q4 | $186M | Buy |
1,036,228
+1,062
| +0.1% | +$191K | 2.6% | 2 |
|
|
2022
Q3 | $149M | Buy |
1,035,166
+31,004
| +3% | +$4.45M | 2.38% | 3 |
|
|
2022
Q2 | $145M | Buy |
1,004,162
+58,274
| +6% | +$8.44M | 2.22% | 3 |
|
|
2022
Q1 | $154M | Buy |
945,888
+71,112
| +8% | +$11.6M | 2.14% | 3 |
|
|
2021
Q4 | $103M | Buy |
874,776
+19,946
| +2% | +$2.34M | 1.44% | 12 |
|
|
2021
Q3 | $86.7M | Buy |
854,830
+24,107
| +3% | +$2.45M | 1.37% | 14 |
|
|
2021
Q2 | $87M | Buy |
830,723
+117,267
| +16% | +$12.3M | 1.41% | 10 |
|
|
2021
Q1 | $74.8M | Sell |
713,456
-23,601
| -3% | -$2.47M | 1.33% | 14 |
|
|
2020
Q4 | $62.2M | Sell |
737,057
-52,234
| -7% | -$4.41M | 1.15% | 17 |
|
|
2020
Q3 | $56.8M | Buy |
789,291
+38,567
| +5% | +$2.78M | 1.15% | 20 |
|
|
2020
Q2 | $67M | Sell |
750,724
-10,835
| -1% | -$967K | 1.47% | 14 |
|
|
2020
Q1 | $55.2M | Buy |
761,559
+2,013
| +0.3% | +$146K | 1.35% | 17 |
|
|
2019
Q4 | $91.5M | Buy |
759,546
+76
| +0% | +$9.16K | 1.71% | 6 |
|
|
2019
Q3 | $90.1M | Buy |
759,470
+16,806
| +2% | +$1.99M | 1.81% | 7 |
|
|
2019
Q2 | $92.4M | Buy |
742,664
+5,674
| +0.8% | +$706K | 1.9% | 5 |
|
|
2019
Q1 | $90.8M | Buy |
736,990
+185,280
| +34% | +$22.8M | 1.95% | 5 |
|
|
2018
Q4 | $60M | Sell |
551,710
-7,425
| -1% | -$808K | 1.45% | 13 |
|
|
2018
Q3 | $68.4M | Sell |
559,135
-115
| -0% | -$14.1K | 1.43% | 12 |
|
|
2018
Q2 | $70.7M | Sell |
559,250
-745
| -0.1% | -$94.2K | 1.54% | 11 |
|
|
2018
Q1 | $63.9M | Buy |
559,995
+10,708
| +2% | +$1.22M | 1.42% | 12 |
|
|
2017
Q4 | $68.8M | Buy |
549,287
+6,088
| +1% | +$762K | 1.5% | 13 |
|
|
2017
Q3 | $63.8M | Buy |
543,199
+1,309
| +0.2% | +$154K | 1.49% | 11 |
|
|
2017
Q2 | $56.5M | Buy |
541,890
+3,680
| +0.7% | +$384K | 1.4% | 14 |
|
|
2017
Q1 | $57.8M | Buy |
538,210
+25,927
| +5% | +$2.78M | 1.47% | 12 |
|
|
2016
Q4 | $60.3M | Buy |
512,283
+25,045
| +5% | +$2.95M | 1.73% | 9 |
|
|
2016
Q3 | $50.1M | Buy |
487,238
+29,778
| +7% | +$3.06M | 1.42% | 15 |
|
|
2016
Q2 | $48M | Buy |
457,460
+9,738
| +2% | +$1.02M | 1.46% | 14 |
|
|
2016
Q1 | $42.7M | Buy |
447,722
+108,104
| +32% | +$10.3M | 1.36% | 16 |
|
|
2015
Q4 | $30.6M | Sell |
339,618
-6,485
| -2% | -$583K | 1% | 28 |
|
|
2015
Q3 | $27.3M | Sell |
346,103
-60,434
| -15% | -$4.77M | 0.95% | 28 |
|
|
2015
Q2 | $39.2M | Sell |
406,537
-2,128
| -0.5% | -$205K | 1.24% | 15 |
|
|
2015
Q1 | $42.9M | Buy |
408,665
+22,101
| +6% | +$2.32M | 1.36% | 10 |
|
|
2014
Q4 | $43.4M | Sell |
386,564
-17,942
| -4% | -$2.01M | 1.41% | 9 |
|
|
2014
Q3 | $48.2M | Buy |
404,506
+8,227
| +2% | +$981K | 1.68% | 3 |
|
|
2014
Q2 | $51.8M | Buy |
396,279
+8,352
| +2% | +$1.09M | 1.84% | 3 |
|
|
2014
Q1 | $46.1M | Buy |
387,927
+15,072
| +4% | +$1.79M | 1.71% | 4 |
|
|
2013
Q4 | $46.6M | Sell |
372,855
-8,640
| -2% | -$1.08M | 1.84% | 2 |
|
|
2013
Q3 | $46.4M | Buy |
381,495
+6,259
| +2% | +$760K | 2% | 1 |
|
|
2013
Q2 | $44.4M | Buy |
+375,236
| New | +$44.4M | 2.04% | 1 |
|