Concorde Asset 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 | $402K | Buy |
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|
2025
Q1 | $388K | Buy |
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|
2024
Q4 | $280K | Sell |
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|
2024
Q3 | $355K | Sell |
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|
2024
Q2 | $403K | Buy |
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|
2024
Q1 | $404K | Sell |
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|
2023
Q4 | $400K | Buy |
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|
2023
Q3 | $312K | Buy |
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|
2023
Q2 | $280K | Sell |
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|
2023
Q1 | $384K | Sell |
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|
2022
Q4 | $477K | Buy |
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|
2022
Q3 | $366K | Buy |
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|
2022
Q2 | $319K | Sell |
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|
2022
Q1 | $395K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $252K | Buy |
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|
2021
Q2 | $215K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $206K | Sell |
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|
2019
Q2 | $299K | Sell |
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|
2019
Q1 | $325K | Sell |
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|
2018
Q4 | $304K | Buy |
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|
2018
Q3 | $220K | Buy |
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|
2018
Q2 | $206K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $259K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $268K | Sell |
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|
2016
Q4 | $370K | Sell |
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|
2016
Q3 | $1.5M | Buy |
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|
2016
Q2 | $264K | Sell |
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|
2016
Q1 | $254K | Buy |
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|
2015
Q4 | $226K | Sell |
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|
2015
Q3 | $226K | Sell |
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|
2015
Q2 | $358K | Sell |
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|
2015
Q1 | $402K | Buy |
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|
2014
Q4 | $280K | Buy |
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