Cresset 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 | $27.6M | Sell |
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|
2025
Q1 | $34M | Sell |
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|
2024
Q4 | $36.3M | Sell |
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|
2024
Q3 | $53.1M | Sell |
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|
2024
Q2 | $58M | Buy |
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|
2024
Q1 | $48.2M | Buy |
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|
2023
Q4 | $40.7M | Sell |
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|
2023
Q3 | $48.1M | Buy |
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|
2023
Q2 | $41.7M | Buy |
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|
2023
Q1 | $7.87M | Sell |
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|
2022
Q4 | $8.45M | Sell |
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|
2022
Q3 | $8.11M | Sell |
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|
2022
Q2 | $8.32M | Sell |
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|
2022
Q1 | $10.3M | Sell |
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|
2021
Q4 | $8.96M | Sell |
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|
2021
Q3 | $7.84M | Buy |
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|
2021
Q2 | $7.58M | Buy |
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|
2021
Q1 | $7M | Sell |
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|
2020
Q4 | $6.87M | Buy |
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|
2020
Q3 | $5.46M | Sell |
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|
2020
Q2 | $7M | Buy |
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|
2020
Q1 | $5.29M | Buy |
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|
2019
Q4 | $5.22M | Buy |
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|
2019
Q3 | $3.55M | Sell |
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|
2019
Q2 | $4.42M | Buy |
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|
2019
Q1 | $3.05M | Buy |
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|
2018
Q4 | $1.13M | Buy |
|