Cascade Investment Advisors’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 | $1.26M | Sell |
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|
2025
Q2 | $1.17M | Sell |
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|
2025
Q1 | $1.39M | Buy |
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|
2024
Q4 | $1.19M | Buy |
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|
2024
Q3 | $1.2M | Buy |
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|
2024
Q2 | $1.16M | Buy |
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|
2024
Q1 | $1.13M | Buy |
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|
2023
Q4 | $1.01M | Buy |
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|
2023
Q3 | $1.11M | Buy |
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|
2023
Q2 | $1.01M | Buy |
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|
2023
Q1 | $1.03M | Buy |
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|
2022
Q4 | $1.04M | Buy |
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|
2022
Q3 | $1.03M | Buy |
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|
2022
Q2 | $815K | Sell |
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|
2022
Q1 | $1.88M | Sell |
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|
2021
Q4 | $1.36M | Sell |
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|
2021
Q3 | $1.2M | Buy |
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|
2021
Q2 | $1.23M | Buy |
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|
2021
Q1 | $1.16M | Buy |
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|
2020
Q4 | $114K | Hold |
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|
2020
Q3 | $96.9K | Hold |
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|
2020
Q2 | $120K | Hold |
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|
2020
Q1 | $97.5K | Hold |
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|
2019
Q4 | $162K | Sell |
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|
2019
Q3 | $421K | Buy |
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|
2019
Q2 | $167K | Hold |
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|
2019
Q1 | $166K | Hold |
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|
2018
Q4 | $146K | Hold |
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|
2018
Q3 | $165K | Sell |
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|
2018
Q2 | $173K | Sell |
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|
2018
Q1 | $339K | Buy |
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|
2017
Q4 | $106K | Hold |
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|
2017
Q3 | $99.2K | Hold |
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|
2017
Q2 | $88.1K | Buy |
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|
2017
Q1 | $67.1K | Sell |
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|
2016
Q4 | $335K | Buy |
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|
2016
Q2 | $68.1K | Buy |
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