Cary Street Partners Asset Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $504K | Buy |
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|
2024
Q2 | $522K | Buy |
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|
2024
Q1 | $289K | Buy |
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|
2023
Q4 | $260K | Buy |
|
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|
2023
Q3 | $292K | Hold |
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|
2023
Q2 | $273K | Hold |
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|
2023
Q1 | $283K | Hold |
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|
2022
Q4 | $311K | Sell |
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|
2022
Q3 | $276K | Buy |
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|
2022
Q2 | $274K | Buy |
|
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|
2022
Q1 | $290K | Sell |
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|
2021
Q4 | $236K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $280K | Sell |
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|
2021
Q1 | $495K | Buy |
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|
2020
Q4 | $284K | Buy |
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