Brown Shipley & Co’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
$2.79M Sell
2025
Q2
$2.62M Sell
2025
Q1
$3.09M Sell
2024
Q4
$2.69M Buy
2023
Q3
Sell
2023
Q2
$14.3K Sell
2023
Q1
$37.9K Buy