Zhang Financial’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $947K | Buy |
6,613
+1,106
| +20% | +$158K | 0.04% | 171 |
|
|
2025
Q1 | $921K | Buy |
5,507
+2,030
| +58% | +$340K | 0.05% | 166 |
|
|
2024
Q4 | $504K | Buy |
3,477
+293
| +9% | +$42.4K | 0.03% | 199 |
|
|
2024
Q3 | $469K | Sell |
3,184
-183
| -5% | -$26.9K | 0.03% | 199 |
|
|
2024
Q2 | $527K | Sell |
3,367
-89
| -3% | -$13.9K | 0.04% | 180 |
|
|
2024
Q1 | $545K | Buy |
3,456
+15
| +0.4% | +$2.37K | 0.04% | 181 |
|
|
2023
Q4 | $513K | Buy |
3,441
+142
| +4% | +$21.2K | 0.04% | 178 |
|
|
2023
Q3 | $556K | Hold |
3,299
| – | – | 0.06% | 152 |
|
|
2023
Q2 | $519K | Buy |
3,299
+20
| +0.6% | +$3.15K | 0.05% | 155 |
|
|
2023
Q1 | $535K | Sell |
3,279
-215
| -6% | -$35.1K | 0.06% | 145 |
|
|
2022
Q4 | $627K | Sell |
3,494
-141
| -4% | -$25.3K | 0.08% | 130 |
|
|
2022
Q3 | $522K | Buy |
3,635
+343
| +10% | +$49.3K | 0.08% | 130 |
|
|
2022
Q2 | $477K | Buy |
3,292
+651
| +25% | +$94.3K | 0.08% | 136 |
|
|
2022
Q1 | $430K | Sell |
2,641
-764
| -22% | -$124K | 0.07% | 147 |
|
|
2021
Q4 | $400K | Buy |
3,405
+243
| +8% | +$28.5K | 0.07% | 141 |
|
|
2021
Q3 | $321K | Buy |
3,162
+92
| +3% | +$9.34K | 0.07% | 122 |
|
|
2021
Q2 | $322K | Buy |
3,070
+302
| +11% | +$31.7K | 0.08% | 98 |
|
|
2021
Q1 | $290K | Buy |
2,768
+164
| +6% | +$17.2K | 0.08% | 101 |
|
|
2020
Q4 | $220K | Buy |
+2,604
| New | +$220K | 0.07% | 104 |
|
|
2020
Q3 | – | Sell |
-2,604
| Closed | -$232K | – | 98 |
|
|
2020
Q2 | $232K | Sell |
2,604
-1,195
| -31% | -$106K | 0.09% | 82 |
|
|
2020
Q1 | $275K | Sell |
3,799
-75
| -2% | -$5.43K | 0.12% | 75 |
|
|
2019
Q4 | $467K | Buy |
3,874
+309
| +9% | +$37.2K | 0.18% | 60 |
|
|
2019
Q3 | $423K | Sell |
3,565
-300
| -8% | -$35.6K | 0.18% | 59 |
|
|
2019
Q2 | $481K | Sell |
3,865
-780
| -17% | -$97.1K | 0.2% | 56 |
|
|
2019
Q1 | $572K | Sell |
4,645
-1,333
| -22% | -$164K | 0.25% | 49 |
|
|
2018
Q4 | $650K | Buy |
5,978
+780
| +15% | +$84.8K | 0.31% | 40 |
|
|
2018
Q3 | $647K | Sell |
5,198
-1,298
| -20% | -$162K | 0.31% | 39 |
|
|
2018
Q2 | $811K | Buy |
6,496
+1,354
| +26% | +$169K | 0.41% | 33 |
|
|
2018
Q1 | $577K | Sell |
5,142
-2,172
| -30% | -$244K | 0.3% | 38 |
|
|
2017
Q4 | $935K | Buy |
7,314
+1,254
| +21% | +$160K | 0.46% | 31 |
|
|
2017
Q3 | $713K | Sell |
6,060
-3,218
| -35% | -$379K | 0.36% | 37 |
|
|
2017
Q2 | $959K | Buy |
9,278
+1,644
| +22% | +$170K | 0.51% | 30 |
|
|
2017
Q1 | $939K | Sell |
7,634
-1,630
| -18% | -$200K | 0.47% | 30 |
|
|
2016
Q4 | $1.08M | Sell |
9,264
-1,169
| -11% | -$136K | 0.58% | 26 |
|
|
2016
Q3 | $1.07M | Sell |
10,433
-169
| -2% | -$17.4K | 0.59% | 28 |
|
|
2016
Q2 | $1.11M | Buy |
10,602
+1,892
| +22% | +$198K | 0.61% | 27 |
|
|
2016
Q1 | $831K | Buy |
8,710
+2,088
| +32% | +$199K | 0.47% | 32 |
|
|
2015
Q4 | $596K | Buy |
6,622
+3,089
| +87% | +$278K | 0.36% | 39 |
|
|
2015
Q3 | $279K | Sell |
3,533
-134
| -4% | -$10.6K | 0.18% | 57 |
|
|
2015
Q2 | $354K | Sell |
3,667
-1,807
| -33% | -$174K | 0.23% | 48 |
|
|
2015
Q1 | $575K | Buy |
5,474
+2,409
| +79% | +$253K | 0.36% | 41 |
|
|
2014
Q4 | $344K | Buy |
3,065
+51
| +2% | +$5.72K | 0.22% | 48 |
|
|
2014
Q3 | $360K | Sell |
3,014
-665
| -18% | -$79.4K | 0.25% | 43 |
|
|
2014
Q2 | $480K | Buy |
+3,679
| New | +$480K | 0.32% | 39 |
|