Enterprise Bank & Trust’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.99M Sell
20,868
-392
-2% -$56.1K 1.12% 22
2025
Q1
$3.56M Sell
21,260
-482
-2% -$80.6K 1.37% 21
2024
Q4
$3.15M Sell
21,742
-1,173
-5% -$170K 1.04% 26
2024
Q3
$3.37M Sell
22,915
-143
-0.6% -$21.1K 1.09% 20
2024
Q2
$3.61M Buy
23,058
+138
+0.6% +$21.6K 1.23% 17
2024
Q1
$3.62M Buy
22,920
+347
+2% +$54.7K 1.24% 16
2023
Q4
$3.37M Sell
22,573
-1,036
-4% -$155K 1.2% 17
2023
Q3
$3.98M Buy
23,609
+75
+0.3% +$12.6K 1.64% 15
2023
Q2
$3.7M Buy
23,534
+2,357
+11% +$371K 1.42% 18
2023
Q1
$3.46M Buy
21,177
+1,230
+6% +$201K 1.49% 16
2022
Q4
$3.58M Buy
19,947
+227
+1% +$40.7K 1.69% 14
2022
Q3
$2.83M Buy
19,720
+17
+0.1% +$2.44K 1.47% 18
2022
Q2
$2.85M Sell
19,703
-2,418
-11% -$350K 1.29% 22
2022
Q1
$3.6M Sell
22,121
-1,051
-5% -$171K 1.41% 19
2021
Q4
$2.72M Buy
23,172
+86
+0.4% +$10.1K 0.95% 39
2021
Q3
$2.34M Buy
23,086
+2,010
+10% +$204K 0.92% 41
2021
Q2
$2.21M Buy
21,076
+369
+2% +$38.7K 0.87% 42
2021
Q1
$2.17M Buy
20,707
+645
+3% +$67.6K 0.91% 41
2020
Q4
$1.69M Sell
20,062
-272
-1% -$23K 0.73% 45
2020
Q3
$1.46M Sell
20,334
-680
-3% -$49K 0.69% 45
2020
Q2
$1.88M Sell
21,014
-648
-3% -$57.8K 0.94% 40
2020
Q1
$1.57M Sell
21,662
-1,644
-7% -$119K 0.93% 36
2019
Q4
$2.81M Buy
23,306
+127
+0.5% +$15.3K 1.26% 22
2019
Q3
$2.75M Buy
23,179
+4,191
+22% +$497K 1.34% 22
2019
Q2
$2.36M Buy
18,988
+2,345
+14% +$292K 1.22% 25
2019
Q1
$2.05M Buy
+16,643
New +$2.05M 0.84% 34