John G. Ullman & Associates’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 | $926K | Buy |
|
|||||
|
2025
Q1 | $1.07M | Sell |
|
|||||
|
2024
Q4 | $932K | Sell |
|
|||||
|
2024
Q3 | $981K | Hold |
|
|||||
|
2024
Q2 | $1.04M | Buy |
|
|||||
|
2024
Q1 | $1.04M | Hold |
|
|||||
|
2023
Q4 | $985K | Buy |
|
|||||
|
2023
Q3 | $1.1M | Sell |
|
|||||
|
2023
Q2 | $1.04M | Buy |
|
|||||
|
2023
Q1 | $1.07M | Sell |
|
|||||
|
2022
Q4 | $1.19M | Buy |
|
|||||
|
2022
Q3 | $908K | Buy |
|
|||||
|
2022
Q2 | $869K | Hold |
|
|||||
|
2022
Q1 | $977K | Buy |
|
|||||
|
2021
Q4 | $696K | Buy |
|
|||||
|
2021
Q3 | $598K | Hold |
|
|||||
|
2021
Q2 | $617K | Sell |
|
|||||
|
2021
Q1 | $623K | Hold |
|
|||||
|
2020
Q4 | $502K | Buy |
|