Carlson Capital’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 | $699K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $5.11M | Buy |
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|
2023
Q2 | $3.4M | Sell |
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|
2023
Q1 | $5.99M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $2.7M | Sell |
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|
2021
Q3 | $10M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $10.6M | Sell |
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|
2020
Q1 | $12M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $25.9M | Sell |
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|
2018
Q4 | $26.5M | Buy |
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|
2018
Q3 | $21M | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $16.4M | Sell |
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|
2014
Q1 | $23.6M | Buy |
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