Kovitz Investment Group 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 | $30.4M | Sell |
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2025
Q1 | $47.9M | Buy |
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2024
Q4 | $40M | Buy |
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2024
Q3 | $22M | Buy |
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2024
Q2 | $18.2M | Buy |
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2024
Q1 | $9.45M | Buy |
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2023
Q4 | $2.07M | Buy |
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2023
Q3 | $898K | Sell |
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2023
Q2 | $871K | Sell |
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2023
Q1 | $1.16M | Sell |
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2022
Q4 | $1.42M | Sell |
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2022
Q3 | $1.16M | Buy |
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2022
Q2 | $1.12M | Buy |
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2022
Q1 | $1.17M | Sell |
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2021
Q4 | $819K | Buy |
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2021
Q3 | $860K | Sell |
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2021
Q2 | $1.03M | Buy |
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2021
Q1 | $1.03M | Buy |
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2020
Q4 | $819K | Sell |
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2020
Q3 | $770K | Sell |
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2020
Q2 | $994K | Buy |
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2020
Q1 | $708K | Sell |
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2019
Q4 | $1.27M | Sell |
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2019
Q3 | $1.27M | Sell |
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2019
Q2 | $1.54M | Sell |
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2019
Q1 | $1.57M | Buy |
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2018
Q4 | $527K | Sell |
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2018
Q3 | $611K | Sell |
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2018
Q2 | $650K | Sell |
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2018
Q1 | $694K | Sell |
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2017
Q4 | $964 | Sell |
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2017
Q3 | $944K | Sell |
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2017
Q2 | $883K | Sell |
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2017
Q1 | $1.03M | Sell |
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2016
Q4 | $1.19M | Sell |
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2016
Q3 | $1.12M | Hold |
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2016
Q2 | $1.14M | Sell |
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2016
Q1 | $1.11M | Buy |
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