Caldwell Trust’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 | $8.87M | Sell |
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|
2025
Q2 | $8.19M | Sell |
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|
2025
Q1 | $9.85M | Sell |
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|
2024
Q4 | $8.67M | Sell |
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|
2024
Q3 | $9.26M | Sell |
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|
2024
Q2 | $9.95M | Buy |
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|
2024
Q1 | $9.99M | Buy |
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|
2023
Q4 | $9.44M | Sell |
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|
2023
Q3 | $11.3M | Buy |
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|
2023
Q2 | $10.4M | Sell |
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|
2023
Q1 | $11M | Buy |
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|
2022
Q4 | $12.1M | Sell |
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|
2022
Q3 | $9.87M | Buy |
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|
2022
Q2 | $9.87M | Buy |
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|
2022
Q1 | $10.1M | Buy |
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|
2021
Q4 | $6.86M | Buy |
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|
2021
Q3 | $5.85M | Buy |
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|
2021
Q2 | $5.78M | Buy |
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|
2021
Q1 | $5.63M | Buy |
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|
2020
Q4 | $4.38M | Sell |
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|
2020
Q3 | $3.77M | Sell |
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|
2020
Q2 | $4.94M | Buy |
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|
2020
Q1 | $3.94M | Sell |
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|
2019
Q4 | $6.75M | Buy |
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