Isthmus Partners’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 | $344K | Buy |
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|
2025
Q1 | $387K | Hold |
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|
2024
Q4 | $335K | Hold |
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|
2024
Q3 | $340K | Hold |
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|
2024
Q2 | $362K | Hold |
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|
2024
Q1 | $365K | Hold |
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|
2023
Q4 | $345K | Sell |
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|
2023
Q3 | $392K | Buy |
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|
2023
Q2 | $334K | Buy |
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|
2023
Q1 | $339K | Hold |
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|
2022
Q4 | $373K | Hold |
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|
2022
Q3 | $298K | Hold |
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|
2022
Q2 | $301K | Hold |
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|
2022
Q1 | $338K | Hold |
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|
2021
Q4 | $244K | Hold |
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|
2021
Q3 | $211K | Hold |
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|
2021
Q2 | $218K | Hold |
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|
2021
Q1 | $218K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $250K | Sell |
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|
2019
Q3 | $279K | Hold |
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|
2019
Q2 | $293K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $183K | Buy |
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|
2018
Q2 | $165K | Hold |
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|
2018
Q1 | $149K | Sell |
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|
2017
Q4 | $164K | Hold |
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|
2017
Q3 | $154K | Hold |
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|
2017
Q2 | $137K | Hold |
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|
2017
Q1 | $141K | Sell |
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|
2016
Q4 | $258K | Buy |
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|
2016
Q3 | $192K | Hold |
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|
2016
Q2 | $197K | Hold |
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|
2016
Q1 | $179K | Hold |
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|
2015
Q4 | $169K | Hold |
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|
2015
Q3 | $148K | Hold |
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|
2015
Q2 | $181K | Hold |
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|
2015
Q1 | $197K | Sell |
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|
2014
Q4 | $217K | Buy |
|