Biltmore Family Office’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 | $1.07M | Buy |
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|
2025
Q2 | $411K | Sell |
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|
2025
Q1 | $1.17M | Buy |
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|
2024
Q4 | $300K | Buy |
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|
2024
Q3 | $304K | Buy |
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|
2024
Q2 | $294K | Buy |
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|
2024
Q1 | $261K | Buy |
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|
2023
Q4 | $245K | Hold |
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|
2023
Q3 | $277K | Sell |
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|
2023
Q2 | $264K | Sell |
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|
2023
Q1 | $325K | Sell |
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|
2022
Q4 | $628K | Buy |
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|
2022
Q3 | $470K | Buy |
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|
2022
Q2 | $464K | Sell |
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|
2022
Q1 | $530K | Sell |
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|
2021
Q4 | $743K | Buy |
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|
2021
Q3 | $330K | Sell |
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|
2021
Q2 | $363K | Buy |
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|
2021
Q1 | $353K | Sell |
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|
2020
Q4 | $305K | Buy |
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|
2020
Q3 | $258K | Sell |
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|
2020
Q2 | $986K | Sell |
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|
2020
Q1 | $816K | Buy |
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|
2019
Q4 | $1.3M | Buy |
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|
2019
Q3 | $1.26M | Sell |
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|
2019
Q2 | $1.32M | Sell |
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|
2019
Q1 | $1.32M | Hold |
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|
2018
Q4 | $1.16M | Buy |
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|
2018
Q3 | $1.27M | Sell |
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|
2018
Q2 | $1.49M | Sell |
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|
2018
Q1 | $1.47M | Buy |
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|
2017
Q4 | $1.49M | Buy |
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