Cox Capital 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
Q1 | – | Sell |
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|
2024
Q4 | $2.87M | Sell |
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|
2024
Q3 | $2.95M | Buy |
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|
2024
Q2 | $3.13M | Sell |
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|
2024
Q1 | $3.29M | Buy |
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|
2023
Q4 | $2.78M | Buy |
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|
2023
Q3 | $2.02M | Buy |
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|
2023
Q2 | $1.59M | Buy |
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|
2023
Q1 | $1.62M | Sell |
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|
2022
Q4 | $1.81M | Buy |
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|
2022
Q3 | $1.43M | Buy |
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|
2022
Q2 | $1.43M | Sell |
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|
2022
Q1 | $1.64M | Sell |
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|
2021
Q4 | $1.19M | Sell |
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|
2021
Q3 | $1.05M | Buy |
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|
2021
Q2 | $1.03M | Buy |
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|
2021
Q1 | $972K | Buy |
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|
2020
Q4 | $377K | Sell |
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|
2020
Q3 | $503K | Buy |
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|
2020
Q2 | $612K | Buy |
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|
2020
Q1 | $803K | Hold |
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|
2019
Q4 | $803K | Sell |
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|
2019
Q3 | $796K | Buy |
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