Charter Research & Investment Group’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 | $520K | Hold |
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|
2025
Q1 | $607K | Hold |
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|
2024
Q4 | $526K | Hold |
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|
2024
Q3 | $535K | Hold |
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|
2024
Q2 | $568K | Hold |
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|
2024
Q1 | $573K | Hold |
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|
2023
Q4 | $541K | Hold |
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|
2023
Q3 | $612K | Hold |
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|
2023
Q2 | $571K | Hold |
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|
2023
Q1 | $592K | Hold |
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|
2022
Q4 | $652K | Hold |
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|
2022
Q3 | $522K | Sell |
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|
2022
Q2 | $592K | Sell |
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|
2022
Q1 | $668K | Hold |
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|
2021
Q4 | $481K | Hold |
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|
2021
Q3 | $416K | Hold |
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|
2021
Q2 | $430K | Buy |
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|
2021
Q1 | $425K | Hold |
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|
2020
Q4 | $343K | Buy |
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|
2020
Q3 | $248K | Hold |
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|
2020
Q2 | $308K | Hold |
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|
2020
Q1 | $250K | Sell |
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|
2019
Q4 | $855K | Buy |
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|
2019
Q3 | $829K | Buy |
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|
2019
Q2 | $864K | Sell |
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|
2019
Q1 | $863K | Sell |
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|
2018
Q4 | $763K | Hold |
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|
2018
Q3 | $857K | Sell |
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|
2018
Q2 | $894K | Buy |
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|
2018
Q1 | $793K | Hold |
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|
2017
Q4 | $871K | Buy |
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|
2016
Q3 | $725K | Hold |
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|
2016
Q2 | $739K | Sell |
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|
2016
Q1 | $677K | Hold |
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|
2015
Q4 | $638K | Buy |
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|
2015
Q3 | $276K | Sell |
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|
2015
Q2 | $627K | Hold |
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|
2015
Q1 | $682K | Hold |
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|
2014
Q4 | $729K | Buy |
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