Bartlett & Co Wealth 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
Q3 | $77M | Sell |
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|
2025
Q2 | $72.8M | Sell |
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|
2025
Q1 | $86M | Sell |
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|
2024
Q4 | $77.4M | Sell |
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|
2024
Q3 | $79.8M | Sell |
|
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|
2024
Q2 | $85.4M | Buy |
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|
2024
Q1 | $82.5M | Buy |
|
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|
2023
Q4 | $68M | Buy |
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|
2023
Q3 | $46.5M | Buy |
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|
2023
Q2 | $32.1M | Buy |
|
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|
2023
Q1 | $11.1M | Sell |
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|
2022
Q4 | $12.6M | Buy |
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|
2022
Q3 | $9.37M | Buy |
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|
2022
Q2 | $9.4M | Sell |
|
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|
2022
Q1 | $11.3M | Sell |
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|
2021
Q4 | $8.15M | Sell |
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|
2021
Q3 | $7.4M | Sell |
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|
2021
Q2 | $8.05M | Sell |
|
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|
2021
Q1 | $8.22M | Sell |
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|
2020
Q4 | $7.48M | Sell |
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|
2020
Q3 | $6.43M | Sell |
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|
2020
Q2 | $15M | Sell |
|
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|
2020
Q1 | $29.2M | Sell |
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|
2019
Q4 | $53.5M | Sell |
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|
2019
Q3 | $53.8M | Buy |
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|
2019
Q2 | $47.7M | Buy |
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|
2019
Q1 | $45M | Buy |
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|
2018
Q4 | $39.4M | Buy |
|
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|
2018
Q3 | $43.7M | Sell |
|
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|
2018
Q2 | $45.3M | Sell |
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|
2018
Q1 | $41.3M | Buy |
|