Exchange Bank’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.27M | Sell |
22,837
-122
| -0.5% | -$17.5K | 2.59% | 8 |
|
|
2025
Q1 | $3.84M | Sell |
22,959
-600
| -3% | -$100K | 3.1% | 6 |
|
|
2024
Q4 | $3.41M | Sell |
23,559
-191
| -0.8% | -$27.7K | 2.74% | 9 |
|
|
2024
Q3 | $3.5M | Sell |
23,750
-83
| -0.3% | -$12.2K | 2.86% | 9 |
|
|
2024
Q2 | $3.73M | Sell |
23,833
-311
| -1% | -$48.6K | 3.17% | 7 |
|
|
2024
Q1 | $3.81M | Sell |
24,144
-216
| -0.9% | -$34.1K | 3.13% | 6 |
|
|
2023
Q4 | $3.63M | Sell |
24,360
-389
| -2% | -$58K | 3.15% | 6 |
|
|
2023
Q3 | $4.17M | Sell |
24,749
-2,854
| -10% | -$481K | 4% | 4 |
|
|
2023
Q2 | $4.34M | Buy |
+27,603
| New | +$4.34M | 4.2% | 4 |
|