Adell Harriman & Carpenter’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.4M | Sell |
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|
2025
Q1 | $11.2M | Sell |
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|
2024
Q4 | $9.71M | Sell |
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|
2024
Q3 | $10M | Sell |
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|
2024
Q2 | $11.4M | Buy |
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|
2024
Q1 | $10.4M | Buy |
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|
2023
Q4 | $9.15M | Buy |
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|
2023
Q3 | $10.1M | Buy |
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|
2023
Q2 | $8.93M | Buy |
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|
2023
Q1 | $8.8M | Buy |
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|
2022
Q4 | $8.47M | Sell |
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|
2022
Q3 | $6.85M | Buy |
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|
2022
Q2 | $6.38M | Buy |
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|
2022
Q1 | $6.87M | Buy |
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|
2021
Q4 | $4.87M | Buy |
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|
2021
Q3 | $3.31M | Buy |
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|
2021
Q2 | $2.77M | Buy |
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|
2021
Q1 | $2.56M | Buy |
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|
2020
Q4 | $1.85M | Sell |
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|
2020
Q3 | $1.78M | Sell |
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|
2020
Q2 | $2.47M | Sell |
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|
2020
Q1 | $2.11M | Sell |
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|
2019
Q4 | $3.66M | Sell |
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|
2019
Q3 | $3.68M | Sell |
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|
2019
Q2 | $3.93M | Buy |
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|
2019
Q1 | $3.51M | Buy |
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|
2018
Q4 | $3.09M | Sell |
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|
2018
Q3 | $3.49M | Buy |
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|
2018
Q2 | $3.58M | Sell |
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|
2018
Q1 | $3.25M | Buy |
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|
2017
Q4 | $2.78M | Sell |
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|
2017
Q3 | $2.79M | Sell |
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|
2017
Q2 | $2.63M | Sell |
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|
2017
Q1 | $3.11M | Buy |
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|
2016
Q4 | $3.34M | Buy |
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|
2016
Q3 | $2.62M | Sell |
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|
2016
Q2 | $2.74M | Buy |
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|
2016
Q1 | $2.4M | Sell |
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|
2015
Q4 | $2.27M | Sell |
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|
2015
Q3 | $2.13M | Sell |
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|
2015
Q2 | $3.75M | Sell |
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|
2015
Q1 | $4.39M | Sell |
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|
2014
Q4 | $4.78M | Sell |
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|
2014
Q3 | $6.64M | Hold |
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|
2014
Q2 | $6.64M | Sell |
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|
2014
Q1 | $6.27M | Sell |
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|
2013
Q4 | $6.67M | Sell |
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|
2013
Q3 | $6.62M | Buy |
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|
2013
Q2 | $5.99M | Buy |
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