Birch Hill Investment Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79M | Sell |
12,502
-1,525
| -11% | -$218K | 0.08% | 87 |
|
|
2025
Q1 | $2.35M | Sell |
14,027
-1,175
| -8% | -$197K | 0.11% | 80 |
|
|
2024
Q4 | $2.2M | Sell |
15,202
-82
| -0.5% | -$11.9K | 0.1% | 86 |
|
|
2024
Q3 | $2.25M | Sell |
15,284
-10
| -0.1% | -$1.47K | 0.11% | 80 |
|
|
2024
Q2 | $2.39M | Sell |
15,294
-20
| -0.1% | -$3.13K | 0.12% | 77 |
|
|
2024
Q1 | $2.42M | Sell |
15,314
-1,353
| -8% | -$213K | 0.12% | 84 |
|
|
2023
Q4 | $2.49M | Buy |
16,667
+100
| +0.6% | +$14.9K | 0.13% | 73 |
|
|
2023
Q3 | $2.79M | Buy |
16,567
+485
| +3% | +$81.8K | 0.17% | 62 |
|
|
2023
Q2 | $2.53M | Sell |
16,082
-10
| -0.1% | -$1.57K | 0.15% | 69 |
|
|
2023
Q1 | $2.63M | Sell |
16,092
-280
| -2% | -$45.7K | 0.16% | 71 |
|
|
2022
Q4 | $2.94M | Buy |
16,372
+567
| +4% | +$102K | 0.19% | 63 |
|
|
2022
Q3 | $2.27M | Sell |
15,805
-240
| -1% | -$34.5K | 0.15% | 67 |
|
|
2022
Q2 | $2.32M | Sell |
16,045
-10
| -0.1% | -$1.45K | 0.15% | 69 |
|
|
2022
Q1 | $2.61M | Sell |
16,055
-1,091
| -6% | -$178K | 0.14% | 73 |
|
|
2021
Q4 | $2.01M | Sell |
17,146
-221
| -1% | -$25.9K | 0.1% | 77 |
|
|
2021
Q3 | $1.76M | Sell |
17,367
-218
| -1% | -$22.1K | 0.09% | 79 |
|
|
2021
Q2 | $1.84M | Buy |
17,585
+258
| +1% | +$27K | 0.1% | 79 |
|
|
2021
Q1 | $1.82M | Sell |
17,327
-641
| -4% | -$67.2K | 0.1% | 77 |
|
|
2020
Q4 | $1.52M | Sell |
17,968
-1,020
| -5% | -$86.1K | 0.09% | 83 |
|
|
2020
Q3 | $1.37M | Sell |
18,988
-438
| -2% | -$31.5K | 0.09% | 79 |
|
|
2020
Q2 | $1.73M | Hold |
19,426
| – | – | 0.13% | 70 |
|
|
2020
Q1 | $1.41M | Sell |
19,426
-2,627
| -12% | -$190K | 0.12% | 73 |
|
|
2019
Q4 | $2.66M | Sell |
22,053
-345
| -2% | -$41.6K | 0.18% | 62 |
|
|
2019
Q3 | $2.66M | Sell |
22,398
-50
| -0.2% | -$5.93K | 0.19% | 60 |
|
|
2019
Q2 | $2.79M | Sell |
22,448
-201
| -0.9% | -$25K | 0.21% | 61 |
|
|
2019
Q1 | $2.79M | Sell |
22,649
-422
| -2% | -$52K | 0.21% | 60 |
|
|
2018
Q4 | $2.51M | Buy |
23,071
+175
| +0.8% | +$19K | 0.22% | 64 |
|
|
2018
Q3 | $2.8M | Sell |
22,896
-141
| -0.6% | -$17.2K | 0.2% | 64 |
|
|
2018
Q2 | $2.91M | Sell |
23,037
-100
| -0.4% | -$12.6K | 0.23% | 59 |
|
|
2018
Q1 | $2.64M | Buy |
23,137
+158
| +0.7% | +$18K | 0.22% | 60 |
|
|
2017
Q4 | $2.88M | Sell |
22,979
-324
| -1% | -$40.6K | 0.24% | 57 |
|
|
2017
Q3 | $2.74M | Buy |
23,303
+200
| +0.9% | +$23.5K | 0.24% | 57 |
|
|
2017
Q2 | $2.41M | Sell |
23,103
-100
| -0.4% | -$10.4K | 0.21% | 57 |
|
|
2017
Q1 | $2.49M | Sell |
23,203
-83
| -0.4% | -$8.91K | 0.21% | 58 |
|
|
2016
Q4 | $2.74M | Sell |
23,286
-80
| -0.3% | -$9.42K | 0.25% | 55 |
|
|
2016
Q3 | $2.41M | Buy |
23,366
+747
| +3% | +$76.9K | 0.22% | 56 |
|
|
2016
Q2 | $2.37M | Buy |
22,619
+403
| +2% | +$42.2K | 0.23% | 56 |
|
|
2016
Q1 | $2.12M | Sell |
22,216
-603
| -3% | -$57.5K | 0.22% | 58 |
|
|
2015
Q4 | $2.05M | Sell |
22,819
-300
| -1% | -$27K | 0.21% | 59 |
|
|
2015
Q3 | $1.82M | Hold |
23,119
| – | – | 0.2% | 61 |
|
|
2015
Q2 | $2.23M | Buy |
23,119
+67
| +0.3% | +$6.46K | 0.23% | 62 |
|
|
2015
Q1 | $2.42M | Sell |
23,052
-336
| -1% | -$35.3K | 0.25% | 62 |
|
|
2014
Q4 | $2.62M | Sell |
23,388
-14
| -0.1% | -$1.57K | 0.27% | 62 |
|
|
2014
Q3 | $2.79M | Buy |
23,402
+622
| +3% | +$74.2K | 0.29% | 59 |
|
|
2014
Q2 | $2.97M | Sell |
22,780
-3,938
| -15% | -$514K | 0.31% | 58 |
|
|
2014
Q1 | $3.18M | Sell |
26,718
-950
| -3% | -$113K | 0.34% | 55 |
|
|
2013
Q4 | $3.46M | Sell |
27,668
-610
| -2% | -$76.2K | 0.37% | 58 |
|
|
2013
Q3 | $3.44M | Sell |
28,278
-4,685
| -14% | -$569K | 0.41% | 54 |
|
|
2013
Q2 | $3.9M | Buy |
+32,963
| New | +$3.9M | 0.49% | 48 |
|