Bank Julius Baer & Co’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $80.8M | Buy |
564,389
+28,850
| +5% | +$4.13M | 0.24% | 90 |
|
|
2025
Q1 | $89.5M | Buy |
535,539
+18,799
| +4% | +$3.14M | 0.29% | 86 |
|
|
2024
Q4 | $79.6M | Buy |
516,740
+49,701
| +11% | +$7.65M | 0.25% | 92 |
|
|
2024
Q3 | $78M | Sell |
467,039
-9,672
| -2% | -$1.61M | 0.26% | 78 |
|
|
2024
Q2 | $80.9M | Sell |
476,711
-50,828
| -10% | -$8.62M | 0.31% | 72 |
|
|
2024
Q1 | $82.3M | Buy |
527,539
+30,221
| +6% | +$4.71M | 0.32% | 76 |
|
|
2023
Q4 | $74.2M | Buy |
497,318
+64,281
| +15% | +$9.59M | 0.31% | 80 |
|
|
2023
Q3 | $73M | Buy |
433,037
+6,175
| +1% | +$1.04M | 0.43% | 62 |
|
|
2023
Q2 | $67.2M | Buy |
426,862
+2,586
| +0.6% | +$407K | 0.4% | 63 |
|
|
2023
Q1 | $69.2M | Buy |
424,276
+320,814
| +310% | +$52.3M | 0.44% | 61 |
|
|
2022
Q4 | $18.6M | Buy |
103,462
+8,462
| +9% | +$1.52M | 0.13% | 112 |
|
|
2022
Q3 | $13.6M | Sell |
95,000
-5,509
| -5% | -$791K | 0.1% | 118 |
|
|
2022
Q2 | $14.6M | Buy |
100,509
+6,131
| +6% | +$888K | 0.1% | 106 |
|
|
2022
Q1 | $15.4M | Sell |
94,378
-15,334
| -14% | -$2.5M | 0.09% | 108 |
|
|
2021
Q4 | $12.9M | Sell |
109,712
-3,621
| -3% | -$425K | 0.07% | 141 |
|
|
2021
Q3 | $11.5M | Sell |
113,333
-6,230
| -5% | -$632K | 0.07% | 156 |
|
|
2021
Q2 | $12.5M | Sell |
119,563
-13,163
| -10% | -$1.38M | 0.08% | 152 |
|
|
2021
Q1 | $13.9M | Buy |
132,726
+29,008
| +28% | +$3.04M | 0.1% | 137 |
|
|
2020
Q4 | $8.76M | Sell |
103,718
-10,146
| -9% | -$857K | 0.07% | 148 |
|
|
2020
Q3 | $8.2M | Sell |
113,864
-18,207
| -14% | -$1.31M | 0.08% | 126 |
|
|
2020
Q2 | $11.7M | Sell |
132,071
-24,076
| -15% | -$2.13M | 0.13% | 104 |
|
|
2020
Q1 | $11.3M | Buy |
+156,147
| New | +$11.3M | 0.26% | 81 |
|