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Cidel Asset Management’s Chevron CVX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.69M Buy
25,796
+1,494
+6% +$214K 0.22% 72
2025
Q1
$4.07M Buy
24,302
+901
+4% +$151K 0.27% 64
2024
Q4
$3.39M Buy
23,401
+829
+4% +$120K 0.23% 67
2024
Q3
$3.32M Buy
22,572
+1,277
+6% +$188K 0.23% 66
2024
Q2
$3.33M Buy
21,295
+806
+4% +$126K 0.26% 63
2024
Q1
$3.23M Buy
20,489
+962
+5% +$152K 0.25% 67
2023
Q4
$2.91M Buy
19,527
+15,427
+376% +$2.3M 0.12% 78
2023
Q3
$691K Hold
4,100
0.03% 98
2023
Q2
$645K Hold
4,100
0.03% 108
2023
Q1
$669K Hold
4,100
0.03% 103
2022
Q4
$736K Hold
4,100
0.03% 97
2022
Q3
$589K Hold
4,100
0.03% 101
2022
Q2
$594K Hold
4,100
0.03% 98
2022
Q1
$668K Hold
4,100
0.02% 99
2021
Q4
$481K Buy
+4,100
New +$481K 0.02% 109