Charter Oak Capital Management’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 | $617K | Buy |
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|
2025
Q2 | $547K | Buy |
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|
2025
Q1 | $588K | Buy |
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|
2024
Q4 | $501K | Sell |
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|
2024
Q3 | $543K | Buy |
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|
2024
Q2 | $571K | Sell |
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|
2024
Q1 | $580K | Sell |
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|
2023
Q4 | $567K | Sell |
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|
2023
Q3 | $668K | Sell |
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|
2023
Q2 | $666K | Buy |
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|
2023
Q1 | $671K | Buy |
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|
2022
Q4 | $721K | Buy |
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|
2022
Q3 | $548K | Buy |
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|
2022
Q2 | $511K | Sell |
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|
2022
Q1 | $587K | Buy |
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|
2021
Q4 | $402K | Sell |
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|
2021
Q3 | $367K | Sell |
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|
2021
Q2 | $398K | Sell |
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|
2021
Q1 | $408K | Buy |
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|
2020
Q4 | $328K | Buy |
|