American Trust’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 | $260K | Sell |
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|
2025
Q2 | $365K | Buy |
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|
2025
Q1 | $289K | Sell |
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|
2024
Q4 | $388K | Sell |
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|
2024
Q3 | $432K | Sell |
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|
2024
Q2 | $480K | Sell |
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|
2024
Q1 | $563K | Sell |
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|
2023
Q4 | $627K | Buy |
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|
2023
Q3 | $522K | Sell |
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|
2023
Q2 | $682K | Buy |
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|
2023
Q1 | $503K | Buy |
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|
2022
Q4 | $530K | Buy |
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|
2022
Q3 | $361K | Sell |
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|
2022
Q2 | $373K | Sell |
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|
2022
Q1 | $490K | Buy |
|