Cary Street Partners Investment Advisory’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $891K | Sell |
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|
2025
Q3 | $944K | Buy |
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|
2025
Q2 | $743K | Sell |
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|
2025
Q1 | $919K | Buy |
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|
2024
Q4 | $623K | Sell |
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|
2024
Q3 | $9.53M | Buy |
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|
2024
Q2 | $8.97M | Buy |
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|
2024
Q1 | $8.19M | Buy |
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|
2023
Q4 | $7.05M | Buy |
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|
2023
Q3 | $7.96M | Buy |
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|
2023
Q2 | $6.66M | Buy |
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|
2023
Q1 | $6.34M | Buy |
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|
2022
Q4 | $6.97M | Sell |
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|
2022
Q3 | $5.65M | Buy |
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|
2022
Q2 | $5.19M | Buy |
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|
2022
Q1 | $1.91M | Sell |
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|
2021
Q4 | $1.91M | Buy |
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|
2021
Q3 | $1.11M | Buy |
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|
2021
Q2 | $1.04M | Buy |
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|
2021
Q1 | $635K | Sell |
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|
2020
Q4 | $2.47M | Buy |
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|
2020
Q3 | $569K | Buy |
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|
2018
Q4 | $223K | Buy |
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