Burns Matteson Capital Management’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 | $214K | Sell |
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|
2025
Q2 | $204K | Sell |
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|
2025
Q1 | $245K | Sell |
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|
2024
Q4 | $222K | Hold |
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|
2024
Q3 | $225K | Hold |
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|
2024
Q2 | $239K | Sell |
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|
2024
Q1 | $244K | Sell |
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|
2023
Q4 | $241K | Sell |
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|
2023
Q3 | $928K | Buy |
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|
2023
Q2 | $259K | Sell |
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|
2023
Q1 | $272K | Sell |
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|
2022
Q4 | $303K | Hold |
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|
2022
Q3 | $243K | Sell |
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|
2022
Q2 | $250K | Hold |
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|
2022
Q1 | $281K | Hold |
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|
2021
Q4 | $202K | Buy |
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