Cabot Wealth 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 | $461K | Hold |
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|
2025
Q2 | $425K | Hold |
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|
2025
Q1 | $497K | Hold |
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|
2024
Q4 | $430K | Hold |
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|
2024
Q3 | $437K | Hold |
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|
2024
Q2 | $464K | Hold |
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|
2024
Q1 | $468K | Hold |
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|
2023
Q4 | $443K | Hold |
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|
2023
Q3 | $500K | Hold |
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|
2023
Q2 | $467K | Sell |
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|
2023
Q1 | $489K | Buy |
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|
2022
Q4 | $533K | Hold |
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|
2022
Q3 | $426K | Sell |
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|
2022
Q2 | $495K | Buy |
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|
2022
Q1 | $556K | Sell |
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|
2021
Q4 | $419K | Buy |
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|
2021
Q3 | $359K | Sell |
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|
2021
Q2 | $438K | Hold |
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|
2021
Q1 | $438K | Buy |
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|
2020
Q4 | $352K | Sell |
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|
2020
Q3 | $343K | Sell |
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|
2020
Q2 | $434K | Buy |
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|
2020
Q1 | $345K | Buy |
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|
2019
Q4 | $572K | Sell |
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|
2019
Q3 | $598K | Buy |
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|
2019
Q2 | $627K | Buy |
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|
2019
Q1 | $620K | Buy |
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|
2018
Q4 | $547K | Buy |
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|
2018
Q3 | $614K | Sell |
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|
2018
Q2 | $666K | Buy |
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|
2018
Q1 | $572K | Buy |
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|
2017
Q4 | $627K | Sell |
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|
2017
Q3 | $613K | Buy |
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|
2017
Q2 | $493K | Hold |
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|
2017
Q1 | $507K | Hold |
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|
2016
Q4 | $556K | Buy |
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|
2016
Q3 | $464K | Hold |
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|
2016
Q2 | $473K | Sell |
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|
2016
Q1 | $440K | Sell |
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|
2015
Q4 | $447K | Sell |
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|
2015
Q3 | $515K | Sell |
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|
2015
Q2 | $660K | Buy |
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|
2015
Q1 | $718K | Buy |
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|
2014
Q4 | $767K | Buy |
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|
2014
Q3 | $815K | Sell |
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|
2014
Q2 | $905K | Sell |
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|
2014
Q1 | $2.22M | Sell |
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|
2013
Q4 | $3.87M | Sell |
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|
2013
Q3 | $4.07M | Buy |
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|
2013
Q2 | $3.85M | Buy |
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