Confluence Investment 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 | $129M | Sell |
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|
2025
Q2 | $121M | Buy |
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|
2025
Q1 | $123M | Sell |
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|
2024
Q4 | $108M | Sell |
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|
2024
Q3 | $110M | Sell |
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|
2024
Q2 | $118M | Sell |
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|
2024
Q1 | $124M | Sell |
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|
2023
Q4 | $118M | Sell |
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|
2023
Q3 | $135M | Sell |
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|
2023
Q2 | $127M | Sell |
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|
2023
Q1 | $133M | Sell |
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|
2022
Q4 | $147M | Sell |
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|
2022
Q3 | $118M | Buy |
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|
2022
Q2 | $118M | Buy |
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|
2022
Q1 | $132M | Sell |
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|
2021
Q4 | $97.5M | Sell |
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|
2021
Q3 | $88.5M | Sell |
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|
2021
Q2 | $95M | Buy |
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|
2021
Q1 | $94.3M | Buy |
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|
2020
Q4 | $74.5M | Sell |
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|
2020
Q3 | $67.2M | Sell |
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|
2020
Q2 | $85.5M | Sell |
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|
2020
Q1 | $70.9M | Buy |
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|
2019
Q4 | $113M | Sell |
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|
2019
Q3 | $110M | Buy |
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|
2019
Q2 | $113M | Buy |
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|
2019
Q1 | $111M | Sell |
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|
2018
Q4 | $99.4M | Buy |
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|
2018
Q3 | $111M | Sell |
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|
2018
Q2 | $116M | Sell |
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|
2018
Q1 | $105M | Buy |
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|
2017
Q4 | $112M | Buy |
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|
2017
Q3 | $103M | Buy |
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|
2017
Q2 | $88M | Buy |
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|
2017
Q1 | $84.7M | Buy |
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|
2016
Q4 | $86.2M | Buy |
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|
2016
Q3 | $70.7M | Sell |
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|
2016
Q2 | $90.8M | Buy |
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|
2016
Q1 | $69.3M | Buy |
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|
2015
Q4 | $58.7M | Buy |
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|
2015
Q3 | $47.9M | Buy |
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|
2015
Q2 | $52.2M | Buy |
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|
2015
Q1 | $52.8M | Buy |
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|
2014
Q4 | $50M | Buy |
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|
2014
Q3 | $49.2M | Buy |
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|
2014
Q2 | $51.5M | Buy |
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|
2014
Q1 | $43.2M | Buy |
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|
2013
Q4 | $41.1M | Buy |
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|
2013
Q3 | $27.3M | Buy |
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|
2013
Q2 | $26.3M | Buy |
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