Crescent Grove Advisors’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 | $428K | Sell |
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|
2025
Q1 | $584K | Sell |
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|
2024
Q4 | $546K | Sell |
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|
2024
Q3 | $622K | Sell |
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|
2024
Q2 | $867K | Sell |
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|
2024
Q1 | $879K | Buy |
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|
2023
Q4 | $824K | Buy |
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|
2023
Q3 | $787K | Buy |
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|
2023
Q2 | $732K | Sell |
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|
2023
Q1 | $849K | Sell |
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|
2022
Q4 | $1.01M | Sell |
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|
2022
Q3 | $872K | Buy |
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|
2022
Q2 | $822K | Buy |
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|
2022
Q1 | $819K | Sell |
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|
2021
Q4 | $771K | Sell |
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|
2021
Q3 | $704K | Sell |
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|
2021
Q2 | $886K | Buy |
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|
2021
Q1 | $497K | Sell |
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|
2020
Q4 | $413K | Buy |
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|
2020
Q3 | $282K | Buy |
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|
2020
Q2 | $265K | Buy |
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|
2020
Q1 | $204K | Sell |
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|
2019
Q4 | $342K | Sell |
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|
2019
Q3 | $455K | Hold |
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|
2019
Q2 | $478K | Buy |
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|
2019
Q1 | $363K | Buy |
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|
2018
Q4 | $226K | Buy |
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|
2018
Q3 | $227K | Hold |
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|
2018
Q2 | $235K | Hold |
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|
2018
Q1 | $212K | Hold |
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|
2017
Q4 | $232K | Hold |
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|
2017
Q3 | $218K | Buy |
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