Indiana 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 | $987K | Sell |
6,892
-405
| -6% | -$58K | 0.33% | 63 |
|
|
2025
Q1 | $1.22M | Buy |
7,297
+205
| +3% | +$34.3K | 0.44% | 50 |
|
|
2024
Q4 | $1.03M | Buy |
7,092
+115
| +2% | +$16.7K | 0.35% | 64 |
|
|
2024
Q3 | $1.03M | Sell |
6,977
-426
| -6% | -$62.7K | 0.35% | 62 |
|
|
2024
Q2 | $1.16M | Buy |
7,403
+120
| +2% | +$18.8K | 0.43% | 51 |
|
|
2024
Q1 | $1.15M | Sell |
7,283
-359
| -5% | -$56.6K | 0.46% | 49 |
|
|
2023
Q4 | $1.14M | Sell |
7,642
-273
| -3% | -$40.7K | 0.51% | 48 |
|
|
2023
Q3 | $1.33M | Hold |
7,915
| – | – | 0.67% | 39 |
|
|
2023
Q2 | $1.25M | Sell |
7,915
-80
| -1% | -$12.6K | 0.64% | 32 |
|
|
2023
Q1 | $1.3M | Sell |
7,995
-50
| -0.6% | -$8.16K | 0.71% | 30 |
|
|
2022
Q4 | $1.44K | Sell |
8,045
-400
| -5% | -$72 | 0.81% | 30 |
|
|
2022
Q3 | $1.21M | Buy |
8,445
+722
| +9% | +$104K | 0.74% | 30 |
|
|
2022
Q2 | $1.12M | Buy |
7,723
+30
| +0.4% | +$4.34K | 0.62% | 32 |
|
|
2022
Q1 | $1.25M | Sell |
7,693
-75
| -1% | -$12.2K | 0.6% | 34 |
|
|
2021
Q4 | $912K | Sell |
7,768
-200
| -3% | -$23.5K | 0.42% | 48 |
|
|
2021
Q3 | $808K | Sell |
7,968
-416
| -5% | -$42.2K | 0.41% | 50 |
|
|
2021
Q2 | $708K | Buy |
8,384
+256
| +3% | +$21.6K | 0.39% | 50 |
|
|
2021
Q1 | $852K | Sell |
8,128
-256
| -3% | -$26.8K | 0.46% | 43 |
|
|
2020
Q4 | $708K | Sell |
8,384
-1,464
| -15% | -$124K | 0.39% | 50 |
|
|
2020
Q3 | $709K | Sell |
9,848
-895
| -8% | -$64.4K | 0.42% | 47 |
|
|
2020
Q2 | $959K | Buy |
10,743
+30
| +0.3% | +$2.68K | 0.59% | 40 |
|
|
2020
Q1 | $776K | Buy |
10,713
+244
| +2% | +$17.7K | 0.55% | 41 |
|
|
2019
Q4 | $1.26M | Buy |
10,469
+30
| +0.3% | +$3.62K | 0.7% | 35 |
|
|
2019
Q3 | $1.24M | Sell |
10,439
-733
| -7% | -$86.9K | 0.69% | 34 |
|
|
2019
Q2 | $1.39M | Sell |
11,172
-817
| -7% | -$102K | 0.76% | 35 |
|
|
2019
Q1 | $1.48M | Sell |
11,989
-1,289
| -10% | -$159K | 0.77% | 36 |
|
|
2018
Q4 | $1.45M | Sell |
13,278
-105
| -0.8% | -$11.4K | 0.81% | 36 |
|
|
2018
Q3 | $1.64M | Sell |
13,383
-723
| -5% | -$88.4K | 0.75% | 37 |
|
|
2018
Q2 | $1.78M | Sell |
14,106
-232
| -2% | -$29.3K | 0.85% | 30 |
|
|
2018
Q1 | $1.64M | Buy |
14,338
+334
| +2% | +$38.1K | 0.76% | 36 |
|
|
2017
Q4 | $1.75M | Sell |
14,004
-187
| -1% | -$23.4K | 0.81% | 34 |
|
|
2017
Q3 | $1.67M | Sell |
14,191
-68
| -0.5% | -$7.99K | 0.8% | 38 |
|
|
2017
Q2 | $1.49M | Buy |
14,259
+259
| +2% | +$27K | 0.73% | 40 |
|
|
2017
Q1 | $1.5M | Sell |
14,000
-535
| -4% | -$57.4K | 0.75% | 39 |
|
|
2016
Q4 | $1.71M | Buy |
14,535
+540
| +4% | +$63.6K | 0.89% | 33 |
|
|
2016
Q3 | $1.44M | Buy |
13,995
+715
| +5% | +$73.6K | 0.72% | 40 |
|
|
2016
Q2 | $1.39M | Buy |
13,280
+20
| +0.2% | +$2.1K | 0.7% | 42 |
|
|
2016
Q1 | $1.27M | Sell |
13,260
-9,776
| -42% | -$933K | 0.67% | 45 |
|
|
2015
Q4 | $2.58M | Buy |
23,036
+10,256
| +80% | +$1.15M | 1.35% | 12 |
|
|
2015
Q3 | $1.01M | Sell |
12,780
-7,551
| -37% | -$596K | 0.58% | 44 |
|
|
2015
Q2 | $1.96M | Sell |
20,331
-2,525
| -11% | -$244K | 1.02% | 22 |
|
|
2015
Q1 | $2.4M | Sell |
22,856
-180
| -0.8% | -$18.9K | 1.22% | 18 |
|
|
2014
Q4 | $2.58M | Buy |
23,036
+1,036
| +5% | +$116K | 1.35% | 12 |
|
|
2014
Q3 | $2.63M | Sell |
22,000
-213
| -1% | -$25.4K | 1.37% | 12 |
|
|
2014
Q2 | $2.9M | Buy |
22,213
+25
| +0.1% | +$3.26K | 1.68% | 8 |
|
|
2014
Q1 | $2.64M | Buy |
22,188
+642
| +3% | +$76.3K | 1.64% | 10 |
|
|
2013
Q4 | $2.69M | Buy |
21,546
+700
| +3% | +$87.4K | 1.53% | 13 |
|
|
2013
Q3 | $2.53M | Buy |
20,846
+211
| +1% | +$25.6K | 1.53% | 9 |
|
|
2013
Q2 | $2.44M | Buy |
+20,635
| New | +$2.44M | 2.02% | 7 |
|