Harbour Trust & Investment Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.65M | Sell |
11,520
-550
| -5% | -$78.8K | 0.18% | 72 |
|
|
2025
Q1 | $2.02M | Sell |
12,070
-832
| -6% | -$139K | 0.24% | 71 |
|
|
2024
Q4 | $1.87M | Sell |
12,902
-703
| -5% | -$102K | 0.21% | 74 |
|
|
2024
Q3 | $2M | Sell |
13,605
-309
| -2% | -$45.5K | 0.23% | 73 |
|
|
2024
Q2 | $2.18M | Sell |
13,914
-4
| -0% | -$626 | 0.26% | 73 |
|
|
2024
Q1 | $2.2M | Sell |
13,918
-51
| -0.4% | -$8.05K | 0.28% | 71 |
|
|
2023
Q4 | $2.08M | Buy |
+13,969
| New | +$2.08M | 0.29% | 68 |
|