Grassi Investment 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 | $8.02M | Hold |
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|
2025
Q1 | $9.37M | Hold |
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|
2024
Q4 | $8.11M | Hold |
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|
2024
Q3 | $8.25M | Sell |
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|
2024
Q2 | $8.82M | Hold |
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|
2024
Q1 | $8.9M | Hold |
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|
2023
Q4 | $8.41M | Hold |
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|
2023
Q3 | $9.51M | Hold |
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|
2023
Q2 | $8.87M | Hold |
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|
2023
Q1 | $9.2M | Hold |
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|
2022
Q4 | $10.1M | Hold |
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|
2022
Q3 | $8.1M | Hold |
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|
2022
Q2 | $8.16M | Sell |
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|
2022
Q1 | $9.21M | Buy |
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|
2021
Q4 | $6.57M | Hold |
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|
2021
Q3 | $5.68M | Hold |
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|
2021
Q2 | $5.86M | Sell |
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|
2021
Q1 | $5.9M | Hold |
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|
2020
Q4 | $4.76M | Sell |
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|
2020
Q3 | $4.89M | Buy |
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|
2020
Q2 | $5.95M | Buy |
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|
2020
Q1 | $4.75M | Sell |
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|
2019
Q4 | $8.84M | Sell |
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|
2019
Q3 | $8.88M | Sell |
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|
2019
Q2 | $9.49M | Sell |
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|
2019
Q1 | $9.4M | Sell |
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|
2018
Q4 | $8.31M | Sell |
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|
2018
Q3 | $9.56M | Sell |
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|
2018
Q2 | $9.96M | Buy |
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|
2018
Q1 | $8.94M | Sell |
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|
2017
Q4 | $10.1M | Buy |
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|
2017
Q3 | $9.15M | Sell |
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|
2017
Q2 | $8.35M | Sell |
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|
2017
Q1 | $8.66M | Buy |
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|
2016
Q4 | $9.46M | Sell |
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|
2016
Q3 | $8.28M | Sell |
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|
2016
Q2 | $8.5M | Buy |
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|
2016
Q1 | $7.27M | Buy |
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|
2015
Q4 | $6.22M | Buy |
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|
2015
Q3 | $5.31M | Buy |
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|
2015
Q2 | $2.74M | Sell |
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|
2015
Q1 | $2.99M | Sell |
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|
2014
Q4 | $3.24M | Sell |
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|
2014
Q3 | $4.41M | Buy |
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|
2014
Q2 | $4.8M | Sell |
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|
2014
Q1 | $4.39M | Sell |
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|
2013
Q4 | $4.83M | Buy |
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|
2013
Q3 | $4.63M | Sell |
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|
2013
Q2 | $4.71M | Buy |
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