Clearstead 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 | $3.59M | Buy |
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|
2025
Q2 | $2.42M | Buy |
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|
2025
Q1 | $2.57M | Sell |
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|
2024
Q4 | $2.25M | Sell |
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|
2024
Q3 | $2.29M | Buy |
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|
2024
Q2 | $2.42M | Buy |
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|
2024
Q1 | $2.42M | Sell |
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|
2023
Q4 | $2.42M | Sell |
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|
2023
Q3 | $2.92M | Sell |
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|
2023
Q2 | $2.8M | Sell |
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|
2023
Q1 | $2.86M | Buy |
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|
2022
Q4 | $1.81M | Buy |
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|
2022
Q3 | $1.37M | Buy |
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|
2022
Q2 | $184K | Hold |
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|
2022
Q1 | $206K | Hold |
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|
2021
Q4 | $148K | Hold |
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|
2021
Q3 | $129K | Buy |
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|
2021
Q2 | $100K | Hold |
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|
2021
Q1 | $100K | Hold |
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|
2020
Q4 | $80K | Hold |
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|
2020
Q3 | $68K | Hold |
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|
2020
Q2 | $85K | Hold |
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|
2020
Q1 | $69K | Hold |
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|
2019
Q4 | $114K | Hold |
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|
2019
Q3 | $113K | Hold |
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|
2019
Q2 | $118K | Hold |
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|
2019
Q1 | $118K | Hold |
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|
2018
Q4 | $103K | Sell |
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|
2018
Q3 | $180K | Hold |
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|
2018
Q2 | $186K | Buy |
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|
2018
Q1 | $108K | Hold |
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|
2017
Q4 | $119K | Sell |
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|
2017
Q3 | $605K | Hold |
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|
2017
Q2 | $218K | Sell |
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|
2017
Q1 | $596K | Hold |
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|
2016
Q4 | $627K | Buy |
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