Badgley Phelps Wealth Managers’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 | $19.7M | Sell |
|
|||||
|
2025
Q2 | $18.7M | Sell |
|
|||||
|
2025
Q1 | $22M | Sell |
|
|||||
|
2024
Q4 | $19.8M | Sell |
|
|||||
|
2024
Q3 | $20.4M | Sell |
|
|||||
|
2024
Q2 | $29.6M | Buy |
|
|||||
|
2024
Q1 | $29.8M | Sell |
|
|||||
|
2023
Q4 | $29.2M | Sell |
|
|||||
|
2023
Q3 | $41.9M | Buy |
|
|||||
|
2023
Q2 | $38M | Buy |
|
|||||
|
2023
Q1 | $37.5M | Buy |
|
|||||
|
2022
Q4 | $40.6M | Buy |
|
|||||
|
2022
Q3 | $32M | Buy |
|
|||||
|
2022
Q2 | $31.5M | Buy |
|
|||||
|
2022
Q1 | $35.2M | Buy |
|
|||||
|
2021
Q4 | $25.1M | Buy |
|
|||||
|
2021
Q3 | $20.9M | Buy |
|