Cerity Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $175M | Sell |
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|
2025
Q1 | $208M | Buy |
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|
2024
Q4 | $175M | Buy |
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|
2024
Q3 | $170M | Buy |
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|
2024
Q2 | $174M | Sell |
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|
2024
Q1 | $177M | Sell |
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|
2023
Q4 | $150M | Buy |
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|
2023
Q3 | $158M | Sell |
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|
2023
Q2 | $158M | Buy |
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|
2023
Q1 | $224M | Buy |
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|
2022
Q4 | $156M | Buy |
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|
2022
Q3 | $53.3M | Buy |
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|
2022
Q2 | $53.6M | Buy |
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|
2022
Q1 | $20.6M | Sell |
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|
2021
Q4 | $15.4M | Buy |
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|
2021
Q3 | $11.2M | Buy |
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|
2021
Q2 | $11.3M | Buy |
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|
2021
Q1 | $11.2M | Buy |
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|
2020
Q4 | $6.89M | Sell |
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|
2020
Q3 | $6.18M | Buy |
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|
2020
Q2 | $6.08M | Sell |
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|
2020
Q1 | $5.07M | Sell |
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|
2019
Q4 | $9.18M | Buy |
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|
2019
Q3 | $9.01M | Buy |
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|
2019
Q2 | $8.86M | Buy |
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|
2019
Q1 | $4.91M | Buy |
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|
2018
Q4 | $3.95M | Buy |
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|
2018
Q3 | $4.03M | Sell |
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|
2018
Q2 | $4.18M | Buy |
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|
2018
Q1 | $3.53M | Sell |
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|
2017
Q4 | $5.41M | Buy |
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|
2017
Q3 | $4.98M | Sell |
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|
2017
Q2 | $6.94M | Buy |
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|
2017
Q1 | $4.16M | Buy |
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|
2016
Q4 | $1.53M | Buy |
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