BTC Capital Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244K | Sell |
1,705
-14
| -0.8% | -$2.01K | 0.02% | 193 |
|
|
2025
Q1 | $288K | Sell |
1,719
-202
| -11% | -$33.8K | 0.03% | 193 |
|
|
2024
Q4 | $278K | Sell |
1,921
-3,625
| -65% | -$525K | 0.03% | 190 |
|
|
2024
Q3 | $817K | Sell |
5,546
-62,689
| -92% | -$9.23M | 0.07% | 142 |
|
|
2024
Q2 | $10.7M | Sell |
68,235
-2,001
| -3% | -$313K | 0.99% | 26 |
|
|
2024
Q1 | $11.1M | Buy |
+70,236
| New | +$11.1M | 1.01% | 28 |
|
|
2023
Q3 | $10.8M | Sell |
63,945
-1,041
| -2% | -$176K | 1.24% | 20 |
|
|
2023
Q2 | $10.2M | Sell |
64,986
-2,798
| -4% | -$440K | 1.1% | 20 |
|
|
2023
Q1 | $11.1M | Sell |
67,784
-18,773
| -22% | -$3.06M | 1.27% | 21 |
|
|
2022
Q4 | $15.5M | Buy |
86,557
+680
| +0.8% | +$122K | 1.87% | 6 |
|
|
2022
Q3 | $12.3M | Buy |
85,877
+5,830
| +7% | +$837K | 1.61% | 12 |
|
|
2022
Q2 | $11.6M | Sell |
80,047
-4,567
| -5% | -$663K | 1.42% | 13 |
|
|
2022
Q1 | $13.8M | Sell |
84,614
-15,581
| -16% | -$2.54M | 1.36% | 19 |
|
|
2021
Q4 | $11.8M | Buy |
100,195
+980
| +1% | +$115K | 1.16% | 22 |
|
|
2021
Q3 | $10.1M | Buy |
99,215
+1,778
| +2% | +$180K | 1.13% | 24 |
|
|
2021
Q2 | $10.2M | Sell |
97,437
-3,731
| -4% | -$391K | 1.16% | 24 |
|
|
2021
Q1 | $10.6M | Sell |
101,168
-5,711
| -5% | -$599K | 1.18% | 26 |
|
|
2020
Q4 | $9.03M | Sell |
106,879
-1,799
| -2% | -$152K | 1.08% | 27 |
|
|
2020
Q3 | $7.82M | Buy |
108,678
+6,893
| +7% | +$496K | 1.09% | 28 |
|
|
2020
Q2 | $9.08M | Buy |
101,785
+15,614
| +18% | +$1.39M | 1.39% | 16 |
|
|
2020
Q1 | $6.24M | Sell |
86,171
-512
| -0.6% | -$37.1K | 1.19% | 24 |
|
|
2019
Q4 | $10.5M | Buy |
86,683
+2,551
| +3% | +$308K | 1.49% | 13 |
|
|
2019
Q3 | $9.98M | Buy |
84,132
+9,796
| +13% | +$1.16M | 1.59% | 10 |
|
|
2019
Q2 | $9.24M | Sell |
74,336
-4,608
| -6% | -$573K | 1.5% | 12 |
|
|
2019
Q1 | $9.72M | Buy |
78,944
+181
| +0.2% | +$22.3K | 1.55% | 13 |
|
|
2018
Q4 | $8.56M | Buy |
78,763
+709
| +0.9% | +$77.1K | 1.53% | 14 |
|
|
2018
Q3 | $9.55M | Sell |
78,054
-4,362
| -5% | -$533K | 1.63% | 12 |
|
|
2018
Q2 | $10.4M | Sell |
82,416
-7,383
| -8% | -$933K | 2.46% | 3 |
|
|
2018
Q1 | $10.2M | Buy |
89,799
+1,231
| +1% | +$140K | 1.68% | 10 |
|
|
2017
Q4 | $11.1M | Buy |
88,568
+734
| +0.8% | +$91.9K | 1.91% | 7 |
|
|
2017
Q3 | $10.3M | Sell |
87,834
-1,644
| -2% | -$193K | 1.85% | 8 |
|
|
2017
Q2 | $9.34M | Sell |
89,478
-374
| -0.4% | -$39K | 1.69% | 10 |
|
|
2017
Q1 | $9.65M | Buy |
89,852
+574
| +0.6% | +$61.6K | 1.8% | 8 |
|
|
2016
Q4 | $10.5M | Sell |
89,278
-7,019
| -7% | -$826K | 2.08% | 7 |
|
|
2016
Q3 | $9.92M | Buy |
96,297
+8,030
| +9% | +$827K | 2.07% | 8 |
|
|
2016
Q2 | $9.25M | Buy |
88,267
+6,228
| +8% | +$653K | 2% | 6 |
|
|
2016
Q1 | $7.82M | Buy |
82,039
+47,461
| +137% | +$4.53M | 1.8% | 7 |
|
|
2015
Q4 | $3.11M | Buy |
34,578
+2,267
| +7% | +$204K | 0.73% | 51 |
|
|
2015
Q3 | $2.55M | Buy |
32,311
+8,557
| +36% | +$676K | 0.61% | 64 |
|
|
2015
Q2 | $2.29M | Sell |
23,754
-1,254
| -5% | -$121K | 0.53% | 78 |
|
|
2015
Q1 | $2.63M | Sell |
25,008
-1,237
| -5% | -$130K | 0.6% | 61 |
|
|
2014
Q4 | $2.95M | Sell |
26,245
-1,867
| -7% | -$210K | 0.73% | 48 |
|
|
2014
Q3 | $3.36M | Buy |
+28,112
| New | +$3.36M | 0.85% | 38 |
|