First Western Trust 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 | $635K | Sell |
4,432
-294
| -6% | -$42.1K | 0.03% | 107 |
|
|
2025
Q1 | $791K | Sell |
4,726
-71
| -1% | -$11.9K | 0.04% | 94 |
|
|
2024
Q4 | $695K | Buy |
4,797
+119
| +3% | +$17.2K | 0.03% | 104 |
|
|
2024
Q3 | $689K | Buy |
4,678
+61
| +1% | +$8.98K | 0.03% | 106 |
|
|
2024
Q2 | $722K | Sell |
4,617
-461
| -9% | -$72.1K | 0.03% | 100 |
|
|
2024
Q1 | $801K | Sell |
5,078
-2,119
| -29% | -$334K | 0.04% | 101 |
|
|
2023
Q4 | $1.07M | Buy |
7,197
+1,157
| +19% | +$173K | 0.05% | 84 |
|
|
2023
Q3 | $1.02M | Buy |
6,040
+7
| +0.1% | +$1.18K | 0.05% | 85 |
|
|
2023
Q2 | $949K | Sell |
6,033
-1,877
| -24% | -$295K | 0.05% | 94 |
|
|
2023
Q1 | $1.29M | Buy |
7,910
+6
| +0.1% | +$979 | 0.07% | 82 |
|
|
2022
Q4 | $1.42M | Buy |
7,904
+73
| +0.9% | +$13.1K | 0.08% | 73 |
|
|
2022
Q3 | $1.13M | Buy |
7,831
+362
| +5% | +$52K | 0.08% | 75 |
|
|
2022
Q2 | $1.1M | Sell |
7,469
-1,253
| -14% | -$184K | 0.07% | 78 |
|
|
2022
Q1 | $1.44M | Buy |
+8,722
| New | +$1.44M | 0.07% | 76 |
|