Bank of Marin’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $555K | Sell |
3,877
-900
| -19% | -$129K | 0.42% | 74 |
|
|
2025
Q1 | $799K | Sell |
4,777
-1,125
| -19% | -$188K | 1.02% | 28 |
|
|
2024
Q4 | $855K | Buy |
5,902
+730
| +14% | +$106K | 0.68% | 47 |
|
|
2024
Q3 | $762K | Buy |
5,172
+274
| +6% | +$40.4K | 0.61% | 53 |
|
|
2024
Q2 | $766K | Buy |
4,898
+408
| +9% | +$63.8K | 0.66% | 48 |
|
|
2024
Q1 | $708K | Sell |
4,490
-223
| -5% | -$35.2K | 0.62% | 56 |
|
|
2023
Q4 | $703K | Buy |
4,713
+1
| +0% | +$149 | 0.63% | 50 |
|
|
2023
Q3 | $795K | Buy |
4,712
+207
| +5% | +$34.9K | 0.77% | 43 |
|
|
2023
Q2 | $709K | Sell |
4,505
-136
| -3% | -$21.4K | 0.66% | 55 |
|
|
2023
Q1 | $757K | Buy |
4,641
+235
| +5% | +$38.3K | 0.72% | 47 |
|
|
2022
Q4 | $791K | Sell |
4,406
-372
| -8% | -$66.8K | 0.74% | 47 |
|
|
2022
Q3 | $686K | Sell |
4,778
-345
| -7% | -$49.5K | 0.67% | 53 |
|
|
2022
Q2 | $741K | Buy |
5,123
+2,786
| +119% | +$403K | 0.65% | 60 |
|
|
2022
Q1 | $380K | Sell |
2,337
-1,341
| -36% | -$218K | 0.28% | 96 |
|
|
2021
Q4 | $432K | Buy |
3,678
+77
| +2% | +$9.04K | 0.29% | 98 |
|
|
2021
Q3 | $365K | Buy |
3,601
+1,270
| +54% | +$129K | 0.27% | 99 |
|
|
2021
Q2 | $244K | Buy |
2,331
+48
| +2% | +$5.02K | 0.18% | 120 |
|
|
2021
Q1 | $239K | Buy |
+2,283
| New | +$239K | 0.19% | 118 |
|
|
2020
Q2 | – | Sell |
-9,549
| Closed | -$692K | – | 115 |
|
|
2020
Q1 | $692K | Sell |
9,549
-3,286
| -26% | -$238K | 0.94% | 32 |
|
|
2019
Q4 | $1.55M | Buy |
+12,835
| New | +$1.55M | 1.56% | 13 |
|