Idaho 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 | $373K | Buy |
2,605
+840
| +48% | +$120K | 0.13% | 80 |
|
|
2025
Q1 | $295K | Sell |
1,765
-50
| -3% | -$8.36K | 0.12% | 85 |
|
|
2024
Q4 | $263K | Sell |
1,815
-376
| -17% | -$54.5K | 0.13% | 68 |
|
|
2024
Q3 | $323K | Hold |
2,191
| – | – | 0.16% | 68 |
|
|
2024
Q2 | $343K | Buy |
+2,191
| New | +$343K | 0.18% | 67 |
|
|
2024
Q1 | – | Sell |
-1,932
| Closed | -$288K | – | 99 |
|
|
2023
Q4 | $288K | Sell |
1,932
-500
| -21% | -$74.6K | 0.17% | 66 |
|
|
2023
Q3 | $410K | Sell |
2,432
-34
| -1% | -$5.73K | 0.27% | 61 |
|
|
2023
Q2 | $388K | Buy |
+2,466
| New | +$388K | 0.24% | 61 |
|