Blue Trust Inc’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.27M | Buy |
43,791
+949
| +2% | +$136K | 0.07% | 87 |
|
|
2025
Q1 | $7.17M | Buy |
42,842
+2,491
| +6% | +$417K | 0.09% | 70 |
|
|
2024
Q4 | $5.84M | Sell |
40,351
-1,363
| -3% | -$197K | 0.07% | 85 |
|
|
2024
Q3 | $6.53M | Buy |
41,714
+8,956
| +27% | +$1.4M | 0.09% | 67 |
|
|
2024
Q2 | $5.17M | Buy |
32,758
+4,532
| +16% | +$715K | 0.07% | 72 |
|
|
2024
Q1 | $4.45M | Sell |
28,226
-1,249
| -4% | -$197K | 0.06% | 69 |
|
|
2023
Q4 | $4.97M | Buy |
29,475
+2,549
| +9% | +$430K | 0.08% | 57 |
|
|
2023
Q3 | $4.24M | Buy |
26,926
+7,059
| +36% | +$1.11M | 0.06% | 68 |
|
|
2023
Q2 | $3.24M | Sell |
19,867
-7,208
| -27% | -$1.18M | 0.05% | 79 |
|
|
2023
Q1 | $4.86M | Sell |
27,075
-576
| -2% | -$103K | 0.08% | 74 |
|
|
2022
Q4 | $3.97M | Buy |
27,651
+3,675
| +15% | +$528K | 0.07% | 74 |
|
|
2022
Q3 | $3.47M | Buy |
23,976
+1,275
| +6% | +$185K | 0.06% | 73 |
|
|
2022
Q2 | $3.7M | Buy |
+22,701
| New | +$3.7M | 0.06% | 74 |
|