Choate Investment Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.02M | Sell |
29,120
-5,418
| -16% | -$988K | 0.12% | 81 |
|
|
2025
Q4 | $5.26M | Buy |
34,538
+3,069
| +10% | +$467K | 0.1% | 84 |
|
|
2025
Q3 | $4.89M | Buy |
31,469
+3,373
| +12% | +$522K | 0.1% | 86 |
|
|
2025
Q2 | $4.02M | Sell |
28,096
-3,866
| -12% | -$545K | 0.09% | 88 |
|
|
2025
Q1 | $5.35M | Sell |
31,962
-2,183
| -6% | -$342K | 0.13% | 76 |
|
|
2024
Q4 | $4.95M | Sell |
34,145
-822
| -2% | -$126K | 0.12% | 85 |
|
|
2024
Q3 | $5.15M | Buy |
34,967
+698
| +2% | +$104K | 0.13% | 81 |
|
|
2024
Q2 | $5.36M | Sell |
34,269
-2,755
| -7% | -$439K | 0.14% | 81 |
|
|
2024
Q1 | $5.84M | Buy |
37,024
+10,303
| +39% | +$1.55M | 0.16% | 78 |
|
|
2023
Q4 | $3.99M | Buy |
26,721
+1,382
| +5% | +$209K | 0.12% | 89 |
|
|
2023
Q3 | $4.27M | Buy |
25,339
+1,866
| +8% | +$301K | 0.17% | 59 |
|
|
2023
Q2 | $3.69M | Buy |
23,473
+1,569
| +7% | +$252K | 0.15% | 60 |
|
|
2023
Q1 | $3.57M | Buy |
21,904
+7,885
| +56% | +$1.32M | 0.17% | 54 |
|
|
2022
Q4 | $2.52M | Buy |
14,019
+2,670
| +24% | +$466K | 0.15% | 71 |
|
|
2022
Q3 | $1.63M | Sell |
11,349
-203
| -2% | -$31K | 0.11% | 80 |
|
|
2022
Q2 | $1.67M | Buy |
11,552
+134
| +1% | +$22.1K | 0.1% | 84 |
|
|
2022
Q1 | $1.86M | Sell |
11,418
-346
| -3% | -$49.6K | 0.1% | 92 |
|
|
2021
Q4 | $1.38M | Sell |
11,764
-636
| -5% | -$72.2K | 0.08% | 111 |
|
|
2021
Q3 | $1.26M | Sell |
12,400
-940
| -7% | -$93.8K | 0.08% | 106 |
|
|
2021
Q2 | $1.4M | Sell |
13,340
-1,622
| -11% | -$171K | 0.08% | 98 |
|
|
2021
Q1 | $1.57M | Buy |
14,962
+163
| +1% | +$15.9K | 0.1% | 86 |
|
|
2020
Q4 | $1.25M | Sell |
14,799
-989
| -6% | -$80.1K | 0.08% | 89 |
|
|
2020
Q3 | $1.14M | Sell |
15,788
-2,112
| -12% | -$178K | 0.07% | 93 |
|
|
2020
Q2 | $1.6M | Sell |
17,900
-3,365
| -16% | -$301K | 0.12% | 72 |
|
|
2020
Q1 | $1.54M | Sell |
21,265
-1,879
| -8% | -$186K | 0.12% | 75 |
|
|
2019
Q4 | $2.79M | Sell |
23,144
-863
| -4% | -$102K | 0.17% | 64 |
|
|
2019
Q3 | $2.85M | Sell |
24,007
-684
| -3% | -$83.1K | 0.18% | 65 |
|
|
2019
Q2 | $3.07M | Buy |
24,691
+85
| +0.3% | +$10.3K | 0.18% | 62 |
|
|
2019
Q1 | $3.03M | Buy |
24,606
+6,716
| +38% | +$795K | 0.18% | 60 |
|
|
2018
Q4 | $1.95M | Sell |
17,890
-5,720
| -24% | -$663K | 0.13% | 74 |
|
|
2018
Q3 | $2.89M | Sell |
23,610
-508
| -2% | -$61.6K | 0.16% | 55 |
|
|
2018
Q2 | $3.05M | Sell |
24,118
-2,056
| -8% | -$255K | 0.18% | 62 |
|
|
2018
Q1 | $2.98M | Sell |
26,174
-10,426
| -28% | -$1.25M | 0.16% | 67 |
|
|
2017
Q4 | $4.58M | Sell |
36,600
-3,990
| -10% | -$473K | 0.23% | 55 |
|
|
2017
Q3 | $4.77M | Buy |
40,590
+1,414
| +4% | +$154K | 0.26% | 50 |
|
|
2017
Q2 | $4.09M | Sell |
39,176
-1,898
| -5% | -$201K | 0.23% | 55 |
|
|
2017
Q1 | $4.41M | Sell |
41,074
-81
| -0.2% | -$9.09K | 0.26% | 46 |
|
|
2016
Q4 | $4.84M | Sell |
41,155
-2,697
| -6% | -$294K | 0.31% | 38 |
|
|
2016
Q3 | $4.51M | Buy |
43,852
+4,584
| +12% | +$468K | 0.3% | 42 |
|
|
2016
Q2 | $4.12M | Sell |
39,268
-2,406
| -6% | -$242K | 0.29% | 44 |
|
|
2016
Q1 | $3.98M | Sell |
41,674
-26,543
| -39% | -$2.32M | 0.27% | 44 |
|
|
2015
Q4 | $7.65M | Buy |
68,217
+24,454
| +56% | +$2.21M | 0.56% | 28 |
|
|
2015
Q3 | $3.45M | Sell |
43,763
-4,522
| -9% | -$381K | 0.24% | 49 |
|
|
2015
Q2 | $4.66M | Sell |
48,285
-2,664
| -5% | -$280K | 0.27% | 38 |
|
|
2015
Q1 | $5.35M | Sell |
50,949
-17,268
| -25% | -$1.84M | 0.3% | 35 |
|
|
2014
Q4 | $7.65M | Sell |
68,217
-271
| -0.4% | -$30.8K | 0.45% | 28 |
|
|
2014
Q3 | $8.17M | Sell |
68,488
-25
| -0% | -$3.19K | 0.49% | 23 |
|
|
2014
Q2 | $8.9M | Sell |
68,513
-1,470
| -2% | -$183K | 0.52% | 23 |
|
|
2014
Q1 | $8.32M | Sell |
69,983
-466
| -0.7% | -$54.2K | 0.52% | 24 |
|
|
2013
Q4 | $8.8M | Sell |
70,449
-3,159
| -4% | -$382K | 0.58% | 23 |
|
|
2013
Q3 | $8.94M | Sell |
73,608
-1,708
| -2% | -$210K | 0.66% | 22 |
|
|
2013
Q2 | $8.91M | Buy |
+75,316
| New | +$9.1M | 0.71% | 22 |
|
Other funds holding CVX
VCM
VPM
