Boston Trust Walden’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.6M | Sell |
123,185
-6,320
| -5% | -$905K | 0.13% | 179 |
|
|
2025
Q1 | $21.7M | Sell |
129,505
-3,908
| -3% | -$654K | 0.16% | 173 |
|
|
2024
Q4 | $19.3M | Sell |
133,413
-1,101
| -0.8% | -$159K | 0.14% | 179 |
|
|
2024
Q3 | $19.8M | Sell |
134,514
-4,664
| -3% | -$687K | 0.14% | 177 |
|
|
2024
Q2 | $21.8M | Buy |
139,178
+4
| +0% | +$626 | 0.16% | 162 |
|
|
2024
Q1 | $22M | Sell |
139,174
-3,152
| -2% | -$497K | 0.16% | 167 |
|
|
2023
Q4 | $21.2M | Buy |
142,326
+2,400
| +2% | +$358K | 0.16% | 163 |
|
|
2023
Q3 | $23.6M | Buy |
139,926
+5,710
| +4% | +$963K | 0.2% | 154 |
|
|
2023
Q2 | $21.1M | Sell |
134,216
-22,167
| -14% | -$3.49M | 0.17% | 162 |
|
|
2023
Q1 | $25.5M | Buy |
156,383
+4,465
| +3% | +$729K | 0.22% | 154 |
|
|
2022
Q4 | $27.3M | Buy |
151,918
+650
| +0.4% | +$117K | 0.24% | 145 |
|
|
2022
Q3 | $21.7M | Buy |
151,268
+7,455
| +5% | +$1.07M | 0.22% | 161 |
|
|
2022
Q2 | $20.8M | Buy |
143,813
+28,501
| +25% | +$4.13M | 0.2% | 164 |
|
|
2022
Q1 | $18.8M | Buy |
115,312
+9,288
| +9% | +$1.51M | 0.16% | 176 |
|
|
2021
Q4 | $12.4M | Buy |
106,024
+9,225
| +10% | +$1.08M | 0.1% | 203 |
|
|
2021
Q3 | $9.82M | Sell |
96,799
-55,157
| -36% | -$5.6M | 0.09% | 213 |
|
|
2021
Q2 | $15.9M | Buy |
151,956
+1,518
| +1% | +$159K | 0.14% | 189 |
|
|
2021
Q1 | $15.8M | Buy |
150,438
+1,973
| +1% | +$207K | 0.15% | 183 |
|
|
2020
Q4 | $12.5M | Sell |
148,465
-1,363
| -0.9% | -$115K | 0.13% | 192 |
|
|
2020
Q3 | $10.8M | Sell |
149,828
-1,488
| -1% | -$107K | 0.13% | 192 |
|
|
2020
Q2 | $13.5M | Sell |
151,316
-4,816
| -3% | -$430K | 0.18% | 171 |
|
|
2020
Q1 | $11.3M | Sell |
156,132
-9,797
| -6% | -$710K | 0.18% | 164 |
|
|
2019
Q4 | $20M | Sell |
165,929
-10,399
| -6% | -$1.25M | 0.23% | 134 |
|
|
2019
Q3 | $20.9M | Sell |
176,328
-3,596
| -2% | -$426K | 0.26% | 116 |
|
|
2019
Q2 | $22.4M | Sell |
179,924
-424
| -0.2% | -$52.8K | 0.29% | 104 |
|
|
2019
Q1 | $22.2M | Buy |
180,348
+291
| +0.2% | +$35.8K | 0.3% | 102 |
|
|
2018
Q4 | $19.6M | Sell |
180,057
-1,186
| -0.7% | -$129K | 0.31% | 95 |
|
|
2018
Q3 | $22.2M | Buy |
181,243
+12,108
| +7% | +$1.48M | 0.31% | 101 |
|
|
2018
Q2 | $21.4M | Buy |
169,135
+13,000
| +8% | +$1.64M | 0.31% | 100 |
|
|
2018
Q1 | $17.8M | Buy |
156,135
+731
| +0.5% | +$83.4K | 0.27% | 119 |
|
|
2017
Q4 | $19.5M | Buy |
155,404
+16,077
| +12% | +$2.01M | 0.29% | 111 |
|
|
2017
Q3 | $16.4M | Sell |
139,327
-7,052
| -5% | -$829K | 0.25% | 126 |
|
|
2017
Q2 | $15.3M | Buy |
146,379
+2,526
| +2% | +$264K | 0.25% | 125 |
|
|
2017
Q1 | $15.4M | Sell |
143,853
-1,580
| -1% | -$170K | 0.24% | 136 |
|
|
2016
Q4 | $17.1M | Buy |
145,433
+2,336
| +2% | +$275K | 0.27% | 138 |
|
|
2016
Q3 | $14.7M | Sell |
143,097
-2,386
| -2% | -$246K | 0.24% | 147 |
|
|
2016
Q2 | $15.3M | Sell |
145,483
-885
| -0.6% | -$92.8K | 0.26% | 140 |
|
|
2016
Q1 | $14M | Sell |
146,368
-34,625
| -19% | -$3.3M | 0.24% | 156 |
|
|
2015
Q4 | $16.3M | Sell |
180,993
-3,488
| -2% | -$314K | 0.3% | 135 |
|
|
2015
Q3 | $14.6M | Sell |
184,481
-21,692
| -11% | -$1.71M | 0.24% | 159 |
|
|
2015
Q2 | $19.9M | Sell |
206,173
-12,483
| -6% | -$1.2M | 0.3% | 142 |
|
|
2015
Q1 | $23M | Sell |
218,656
-6,976
| -3% | -$732K | 0.34% | 126 |
|
|
2014
Q4 | $25.3M | Sell |
225,632
-42,760
| -16% | -$4.8M | 0.38% | 114 |
|
|
2014
Q3 | $32M | Sell |
268,392
-1,125
| -0.4% | -$134K | 0.49% | 79 |
|
|
2014
Q2 | $35.2M | Sell |
269,517
-11,284
| -4% | -$1.47M | 0.51% | 85 |
|
|
2014
Q1 | $33.4M | Sell |
280,801
-18,675
| -6% | -$2.22M | 0.5% | 91 |
|
|
2013
Q4 | $37.4M | Sell |
299,476
-5,495
| -2% | -$686K | 0.55% | 74 |
|
|
2013
Q3 | $37.1M | Buy |
304,971
+5,050
| +2% | +$614K | 0.57% | 75 |
|
|
2013
Q2 | $35.5M | Buy |
+299,921
| New | +$35.5M | 0.57% | 74 |
|