Charles Schwab Trust’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 | $3.35M | Buy |
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|
2025
Q2 | $3.08M | Buy |
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|
2025
Q1 | $3.51M | Buy |
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|
2024
Q4 | $2.74M | Sell |
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|
2024
Q3 | $2.94M | Sell |
|
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|
2024
Q2 | $3.58M | Sell |
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|
2024
Q1 | $3.65M | Sell |
|
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|
2023
Q4 | $3.81M | Sell |
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|
2023
Q3 | $4.46M | Buy |
|
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|
2023
Q2 | $2.42M | Buy |
|
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|
2023
Q1 | $2.59M | Sell |
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|
2022
Q4 | $3.09M | Buy |
|
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|
2022
Q3 | $2.08M | Sell |
|
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|
2022
Q2 | $2.13M | Sell |
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|
2022
Q1 | $2.45M | Sell |
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|
2021
Q4 | $1.92M | Sell |
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|
2021
Q3 | $1.68M | Sell |
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|
2021
Q2 | $2M | Buy |
|
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|
2021
Q1 | $1.76M | Sell |
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|
2020
Q4 | $1.45M | Sell |
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|
2020
Q3 | $1.3M | Buy |
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|
2020
Q2 | $1.6M | Sell |
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|
2020
Q1 | $1.36M | Buy |
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|
2019
Q4 | $1.84M | Buy |
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|
2019
Q3 | $1.51M | Buy |
|