Corient Private Wealth’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 | $342M | Sell |
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|
2025
Q2 | $363M | Buy |
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|
2025
Q1 | $416M | Sell |
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|
2024
Q4 | $360M | Buy |
|
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|
2024
Q3 | $369M | Buy |
|
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|
2024
Q2 | $387M | Sell |
|
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|
2024
Q1 | $411M | Sell |
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|
2023
Q4 | $394M | Buy |
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|
2023
Q3 | $401M | Buy |
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|
2023
Q2 | $372M | Buy |
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|
2023
Q1 | $305M | Buy |
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|
2022
Q4 | $270M | Buy |
|