Cozad 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
Q2 | $769K | Buy |
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|
2025
Q1 | $770K | Sell |
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|
2024
Q4 | $793K | Sell |
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|
2024
Q3 | $819K | Sell |
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|
2024
Q2 | $1.01M | Buy |
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|
2024
Q1 | $854K | Buy |
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|
2023
Q4 | $807K | Sell |
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|
2023
Q3 | $938K | Buy |
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|
2023
Q2 | $874K | Sell |
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|
2023
Q1 | $949K | Sell |
|
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|
2022
Q4 | $1.08M | Buy |
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|
2022
Q3 | $795K | Sell |
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|
2022
Q2 | $818K | Buy |
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|
2022
Q1 | $743K | Buy |
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|
2021
Q4 | $315K | Hold |
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|
2021
Q3 | $272K | Sell |
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|
2021
Q2 | $291K | Sell |
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|
2021
Q1 | $311K | Sell |
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|
2020
Q4 | $254K | Sell |
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|
2020
Q3 | $308K | Sell |
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|
2020
Q2 | $603K | Sell |
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|
2020
Q1 | $2.49M | Sell |
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|
2019
Q4 | $4.92M | Sell |
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|
2019
Q3 | $5.07M | Buy |
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|
2019
Q2 | $5.21M | Buy |
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|
2019
Q1 | $4.85M | Buy |
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|
2018
Q4 | $3.33M | Buy |
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|
2018
Q3 | $3.14M | Buy |
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|
2018
Q2 | $2.88M | Buy |
|