Cascade Investment Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.11M | Buy |
14,753
+552
| +4% | +$79K | 1.47% | 14 |
|
|
2025
Q1 | $2.38M | Sell |
14,201
-152
| -1% | -$25.4K | 1.83% | 11 |
|
|
2024
Q4 | $2.08M | Buy |
14,353
+371
| +3% | +$53.7K | 1.49% | 15 |
|
|
2024
Q3 | $2.06M | Sell |
13,982
-10
| -0.1% | -$1.47K | 1.51% | 14 |
|
|
2024
Q2 | $2.19M | Sell |
13,992
-38
| -0.3% | -$5.94K | 1.71% | 11 |
|
|
2024
Q1 | $2.21M | Buy |
14,030
+178
| +1% | +$28.1K | 1.66% | 12 |
|
|
2023
Q4 | $2.07M | Buy |
13,852
+925
| +7% | +$138K | 1.67% | 12 |
|
|
2023
Q3 | $2.18M | Buy |
12,927
+279
| +2% | +$47K | 2.06% | 8 |
|
|
2023
Q2 | $1.99M | Sell |
12,648
-27
| -0.2% | -$4.25K | 1.82% | 11 |
|
|
2023
Q1 | $2.07M | Buy |
12,675
+282
| +2% | +$46K | 2.04% | 8 |
|
|
2022
Q4 | $2.22M | Buy |
+12,393
| New | +$2.22M | 2.32% | 8 |
|