BOK Financial Private Wealth’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 | $666K | Buy |
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|
2025
Q2 | $604K | Sell |
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|
2025
Q1 | $770K | Sell |
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|
2024
Q4 | $732K | Sell |
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|
2024
Q3 | $894K | Buy |
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|
2024
Q2 | $734K | Hold |
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|
2024
Q1 | $740K | Sell |
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|
2023
Q4 | $711K | Buy |
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|
2023
Q3 | $771K | Sell |
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|
2023
Q2 | $725K | Sell |
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|
2023
Q1 | $1.15M | Buy |
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|
2022
Q4 | $1.27M | Sell |
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|
2022
Q3 | $1.1M | Buy |
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|
2022
Q2 | $1.04M | Sell |
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|
2022
Q1 | $2.41M | Buy |
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|
2021
Q4 | $1.48M | Buy |
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|
2021
Q3 | $856K | Buy |
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|
2021
Q2 | $856K | Buy |
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|
2021
Q1 | $727K | Buy |
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|
2020
Q4 | $492K | Buy |
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|
2020
Q3 | $240K | Sell |
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|
2020
Q2 | $401K | Sell |
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|
2020
Q1 | $538K | Sell |
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|
2019
Q4 | $5.67M | Buy |
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|
2019
Q3 | $363K | Buy |
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|
2019
Q2 | $305K | Buy |
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|
2019
Q1 | $202K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $559K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $228K | Hold |
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|
2015
Q2 | $279K | Sell |
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|
2015
Q1 | $409K | Sell |
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|
2014
Q4 | $570K | Buy |
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|
2014
Q3 | $405K | Hold |
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|
2014
Q2 | $443K | Hold |
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|
2014
Q1 | $404K | Hold |
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|
2013
Q4 | $424K | Hold |
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|
2013
Q3 | $412K | Buy |
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|
2013
Q2 | $343K | Buy |
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