Ellsworth 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
Q3 | $6.31M | Sell |
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|
2025
Q2 | $6.02M | Buy |
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|
2025
Q1 | $6.73M | Buy |
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|
2024
Q4 | $5.52M | Buy |
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|
2024
Q3 | $4.91M | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $340K | Hold |
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|
2023
Q2 | $316K | Buy |
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|
2023
Q1 | $325K | Buy |
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|
2022
Q4 | $349K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $216K | Hold |
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|
2021
Q2 | $223K | Sell |
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|
2021
Q1 | $239K | Buy |
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