Agate Pass Investment Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.31M | Buy |
|
|||||
|
2025
Q2 | $1.72M | Buy |
|
|||||
|
2025
Q1 | $2.01M | Buy |
|
|||||
|
2024
Q4 | $1.12M | Buy |
|
|||||
|
2024
Q3 | $574K | Sell |
|
|||||
|
2024
Q2 | $620K | Buy |
|
|||||
|
2024
Q1 | $621K | Hold |
|
|||||
|
2023
Q4 | $587K | Sell |
|
|||||
|
2023
Q3 | $698K | Hold |
|
|||||
|
2023
Q2 | $651K | Sell |
|
|||||
|
2023
Q1 | $679K | Hold |
|
|||||
|
2022
Q4 | $747K | Sell |
|
|||||
|
2022
Q3 | $604K | Hold |
|
|||||
|
2022
Q2 | $609K | Sell |
|
|||||
|
2022
Q1 | $701K | Sell |
|
|||||
|
2021
Q4 | $508K | Buy |
|