Caldwell Trust’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.19M | Sell |
57,221
-1,667
|
|
||||
|
2025
Q1 | $9.85M | Sell |
58,888
-979
|
|
||||
|
2024
Q4 | $8.67M | Sell |
59,867
-3,043
|
|
||||
|
2024
Q3 | $9.26M | Sell |
62,910
-693
|
|
||||
|
2024
Q2 | $9.95M | Buy |
63,603
+272
|
|
||||
|
2024
Q1 | $9.99M | Buy |
63,331
+67
|
|
||||
|
2023
Q4 | $9.44M | Sell |
63,264
-3,732
|
|
||||
|
2023
Q3 | $11.3M | Buy |
66,996
+931
|
|
||||
|
2023
Q2 | $10.4M | Sell |
66,065
-1,606
|
|
||||
|
2023
Q1 | $11M | Buy |
67,671
+24
|
|
||||
|
2022
Q4 | $12.1M | Sell |
67,647
-1,034
|
|
||||
|
2022
Q3 | $9.87M | Buy |
68,681
+496
|
|
||||
|
2022
Q2 | $9.87M | Buy |
68,185
+6,096
|
|
||||
|
2022
Q1 | $10.1M | Buy |
62,089
+3,619
|
|
||||
|
2021
Q4 | $6.86M | Buy |
58,470
+770
|
|
||||
|
2021
Q3 | $5.85M | Buy |
57,700
+2,536
|
|
||||
|
2021
Q2 | $5.78M | Buy |
55,164
+1,407
|
|
||||
|
2021
Q1 | $5.63M | Buy |
53,757
+1,928
|
|
||||
|
2020
Q4 | $4.38M | Sell |
51,829
-493
|
|
||||
|
2020
Q3 | $3.77M | Sell |
52,322
-2,985
|
|
||||
|
2020
Q2 | $4.94M | Buy |
55,307
+951
|
|
||||
|
2020
Q1 | $3.94M | Sell |
54,356
-1,663
|
|
||||
|
2019
Q4 | $6.75M | Buy |
+56,019
|
|