Baldwin 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
Q2 | $1.23M | Sell |
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|
2025
Q1 | $1.46M | Sell |
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|
2024
Q4 | $1.28M | Sell |
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|
2024
Q3 | $1.43M | Sell |
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|
2024
Q2 | $1.6M | Buy |
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|
2024
Q1 | $1.58M | Sell |
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|
2023
Q4 | $1.82M | Hold |
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|
2023
Q3 | $2.05M | Sell |
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|
2023
Q2 | $1.92M | Sell |
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|
2023
Q1 | $2.03M | Sell |
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|
2022
Q4 | $2.46M | Buy |
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|
2022
Q3 | $1.92K | Buy |
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|
2022
Q2 | $1.91K | Sell |
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|
2022
Q1 | $2.26K | Sell |
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|
2021
Q4 | $1.75K | Hold |
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|
2021
Q3 | $1.51M | Sell |
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|
2021
Q2 | $1.59M | Buy |
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|
2021
Q1 | $1.47M | Sell |
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|
2020
Q4 | $1.2M | Buy |
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|
2020
Q3 | $798K | Buy |
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|
2020
Q2 | $374K | Buy |
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|
2020
Q1 | $289K | Sell |
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|
2019
Q4 | $520K | Sell |
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|
2019
Q3 | $518K | Hold |
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|
2019
Q2 | $543K | Sell |
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|
2019
Q1 | $550K | Buy |
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|
2018
Q4 | $480K | Hold |
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|
2018
Q3 | $540K | Sell |
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|
2018
Q2 | $672K | Buy |
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|
2018
Q1 | $372K | Sell |
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|
2017
Q4 | $428K | Sell |
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|
2017
Q3 | $419K | Hold |
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|
2017
Q2 | $372K | Hold |
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|
2017
Q1 | $383K | Sell |
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|
2016
Q4 | $443K | Sell |
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|
2016
Q3 | $511K | Sell |
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|
2016
Q2 | $667K | Hold |
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|
2016
Q1 | $607K | Sell |
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|
2015
Q4 | $582K | Buy |
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|
2015
Q3 | $510K | Buy |
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|
2015
Q2 | $594K | Sell |
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|
2015
Q1 | $679K | Hold |
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|
2014
Q4 | $725K | Hold |
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|
2014
Q3 | $772K | Hold |
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|
2014
Q2 | $844K | Buy |
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|
2014
Q1 | $732K | Sell |
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|
2013
Q4 | $808K | Hold |
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|
2013
Q3 | $786K | Hold |
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|
2013
Q2 | $765K | Buy |
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