Greenleaf 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 | $5.86M | Sell |
40,946
-22,521
| -35% | -$3.22M | 0.05% | 91 |
|
|
2025
Q1 | $10.6M | Buy |
63,467
+2,557
| +4% | +$428K | 0.1% | 68 |
|
|
2024
Q4 | $8.82M | Buy |
60,910
+625
| +1% | +$90.5K | 0.08% | 73 |
|
|
2024
Q3 | $8.88M | Buy |
60,285
+1,830
| +3% | +$270K | 0.08% | 72 |
|
|
2024
Q2 | $9.14M | Buy |
58,455
+4,840
| +9% | +$757K | 0.09% | 67 |
|
|
2024
Q1 | $8.46M | Buy |
53,615
+2,165
| +4% | +$342K | 0.08% | 73 |
|
|
2023
Q4 | $7.67M | Sell |
51,450
-4,102
| -7% | -$612K | 0.08% | 76 |
|
|
2023
Q3 | $9.37M | Buy |
55,552
+1,812
| +3% | +$306K | 0.11% | 60 |
|
|
2023
Q2 | $8.46M | Buy |
53,740
+3,462
| +7% | +$545K | 0.09% | 65 |
|
|
2023
Q1 | $8.2M | Buy |
50,278
+6,394
| +15% | +$1.04M | 0.09% | 68 |
|
|
2022
Q4 | $7.88M | Buy |
43,884
+1,610
| +4% | +$289K | 0.1% | 68 |
|
|
2022
Q3 | $6.07M | Buy |
42,274
+10,763
| +34% | +$1.55M | 0.09% | 72 |
|
|
2022
Q2 | $4.56M | Buy |
31,511
+10,731
| +52% | +$1.55M | 0.07% | 74 |
|
|
2022
Q1 | $3.38M | Buy |
20,780
+521
| +3% | +$84.8K | 0.04% | 93 |
|
|
2021
Q4 | $2.38M | Buy |
20,259
+3,049
| +18% | +$358K | 0.03% | 122 |
|
|
2021
Q3 | $1.75M | Buy |
17,210
+360
| +2% | +$36.5K | 0.02% | 142 |
|
|
2021
Q2 | $1.77M | Buy |
16,850
+382
| +2% | +$40K | 0.02% | 139 |
|
|
2021
Q1 | $1.73M | Buy |
16,468
+1,171
| +8% | +$123K | 0.02% | 132 |
|
|
2020
Q4 | $1.29M | Buy |
15,297
+3,680
| +32% | +$311K | 0.02% | 144 |
|
|
2020
Q3 | $836K | Sell |
11,617
-4,308
| -27% | -$310K | 0.01% | 191 |
|
|
2020
Q2 | $1.42M | Buy |
15,925
+11,571
| +266% | +$1.03M | 0.02% | 123 |
|
|
2020
Q1 | $315K | Sell |
4,354
-16,762
| -79% | -$1.21M | 0.01% | 326 |
|
|
2019
Q4 | $2.55M | Sell |
21,116
-613
| -3% | -$73.9K | 0.04% | 89 |
|
|
2019
Q3 | $2.58M | Buy |
21,729
+1,647
| +8% | +$195K | 0.04% | 85 |
|
|
2019
Q2 | $2.5M | Buy |
20,082
+2,392
| +14% | +$298K | 0.04% | 88 |
|
|
2019
Q1 | $2.18M | Buy |
17,690
+96
| +0.5% | +$11.8K | 0.04% | 90 |
|
|
2018
Q4 | $1.91M | Sell |
17,594
-2,338
| -12% | -$254K | 0.04% | 92 |
|
|
2018
Q3 | $2.44M | Sell |
19,932
-2,005
| -9% | -$245K | 0.04% | 86 |
|
|
2018
Q2 | $2.77M | Buy |
21,937
+3,654
| +20% | +$462K | 0.05% | 78 |
|
|
2018
Q1 | $2.09M | Buy |
18,283
+1,892
| +12% | +$216K | 0.04% | 92 |
|
|
2017
Q4 | $2.05M | Buy |
16,391
+1,197
| +8% | +$150K | 0.04% | 98 |
|
|
2017
Q3 | $1.79M | Buy |
15,194
+4,377
| +40% | +$514K | 0.04% | 101 |
|
|
2017
Q2 | $1.13M | Sell |
10,817
-2,080
| -16% | -$217K | 0.03% | 124 |
|
|
2017
Q1 | $1.39M | Buy |
12,897
+989
| +8% | +$106K | 0.03% | 94 |
|
|
2016
Q4 | $1.4M | Buy |
11,908
+5,201
| +78% | +$612K | 0.04% | 89 |
|
|
2016
Q3 | $690K | Buy |
6,707
+1,459
| +28% | +$150K | 0.02% | 107 |
|
|
2016
Q2 | $550K | Sell |
5,248
-268
| -5% | -$28.1K | 0.01% | 106 |
|
|
2016
Q1 | $526K | Buy |
5,516
+141
| +3% | +$13.4K | 0.01% | 109 |
|
|
2015
Q4 | $484K | Sell |
5,375
-1,839
| -25% | -$166K | 0.01% | 110 |
|
|
2015
Q3 | $569K | Sell |
7,214
-618
| -8% | -$48.7K | 0.02% | 98 |
|
|
2015
Q2 | $756K | Buy |
7,832
+224
| +3% | +$21.6K | 0.02% | 89 |
|
|
2015
Q1 | $799K | Sell |
7,608
-1,794
| -19% | -$188K | 0.02% | 91 |
|
|
2014
Q4 | $1.06M | Sell |
9,402
-240
| -2% | -$26.9K | 0.03% | 76 |
|
|
2014
Q3 | $1.15M | Buy |
9,642
+320
| +3% | +$38.2K | 0.04% | 71 |
|
|
2014
Q2 | $1.22M | Buy |
9,322
+1,400
| +18% | +$183K | 0.04% | 71 |
|
|
2014
Q1 | $942K | Sell |
7,922
-296
| -4% | -$35.2K | 0.03% | 81 |
|
|
2013
Q4 | $1.03M | Sell |
8,218
-89
| -1% | -$11.1K | 0.04% | 80 |
|
|
2013
Q3 | $1.01M | Buy |
8,307
+338
| +4% | +$41.1K | 0.04% | 74 |
|
|
2013
Q2 | $943K | Buy |
+7,969
| New | +$943K | 0.04% | 75 |
|