Laurie J. Hall Trustee’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,129
| Closed | -$164K | – | 140 |
|
|
2024
Q4 | $164K | Hold |
1,129
| – | – | 0.05% | 130 |
|
|
2024
Q3 | $166K | Hold |
1,129
| – | – | 0.05% | 137 |
|
|
2024
Q2 | $177K | Hold |
1,129
| – | – | 0.06% | 119 |
|
|
2024
Q1 | $179K | Hold |
1,129
| – | – | 0.06% | 120 |
|
|
2023
Q4 | $168K | Buy |
1,129
+100
| +10% | +$14.9K | 0.06% | 121 |
|
|
2023
Q3 | $173K | Hold |
1,029
| – | – | 0.07% | 107 |
|
|
2023
Q2 | $163K | Hold |
1,029
| – | – | 0.06% | 117 |
|
|
2023
Q1 | $168K | Hold |
1,029
| – | – | 0.07% | 113 |
|
|
2022
Q4 | $185K | Hold |
1,029
| – | – | 0.08% | 105 |
|
|
2022
Q3 | $148K | Hold |
1,029
| – | – | 0.07% | 114 |
|
|
2022
Q2 | $149K | Hold |
1,029
| – | – | 0.07% | 119 |
|
|
2022
Q1 | $167K | Sell |
1,029
-150
| -13% | -$24.3K | 0.06% | 118 |
|
|
2021
Q4 | $138K | Sell |
1,179
-100
| -8% | -$11.7K | 0.05% | 135 |
|
|
2021
Q3 | $130K | Hold |
1,279
| – | – | 0.05% | 135 |
|
|
2021
Q2 | $134K | Sell |
1,279
-208
| -14% | -$21.8K | 0.05% | 135 |
|
|
2021
Q1 | $156K | Hold |
1,487
| – | – | 0.06% | 132 |
|
|
2020
Q4 | $125K | Sell |
1,487
-6,500
| -81% | -$546K | 0.05% | 136 |
|
|
2020
Q3 | $575K | Buy |
+7,987
| New | +$575K | 0.26% | 67 |
|
|
2019
Q4 | $1.21M | Sell |
10,065
-45
| -0.4% | -$5.42K | 0.56% | 55 |
|
|
2019
Q3 | $1.2M | Sell |
10,110
-297
| -3% | -$35.2K | 0.61% | 49 |
|
|
2019
Q2 | $1.3M | Sell |
10,407
-148
| -1% | -$18.4K | 0.67% | 43 |
|
|
2019
Q1 | $1.3M | Buy |
10,555
+150
| +1% | +$18.5K | 0.68% | 41 |
|
|
2018
Q4 | $1.24M | Hold |
10,405
| – | – | 0.68% | 44 |
|
|
2018
Q3 | $1.27M | Sell |
10,405
-242
| -2% | -$29.6K | 0.67% | 43 |
|
|
2018
Q2 | $1.35M | Sell |
10,647
-697
| -6% | -$88.1K | 0.77% | 40 |
|
|
2018
Q1 | $1.29M | Hold |
11,344
| – | – | 0.79% | 40 |
|
|
2017
Q4 | $1.42M | Hold |
11,344
| – | – | 0.81% | 39 |
|
|
2017
Q3 | $1.33M | Hold |
11,344
| – | – | 0.83% | 39 |
|
|
2017
Q2 | $1.18M | Sell |
11,344
-300
| -3% | -$31.3K | 0.76% | 39 |
|
|
2017
Q1 | $1.27M | Hold |
11,644
| – | – | 0.81% | 38 |
|
|
2016
Q4 | $1.36M | Buy |
+11,644
| New | +$1.36M | 0.87% | 36 |
|
|
2016
Q2 | $1.23M | Sell |
11,644
-440
| -4% | -$46.4K | 0.8% | 34 |
|
|
2016
Q1 | $1.23M | Sell |
12,084
-160
| -1% | -$16.3K | 0.78% | 36 |
|
|
2015
Q4 | $1.04M | Sell |
12,244
-2,465
| -17% | -$209K | 0.75% | 37 |
|
|
2015
Q3 | $1.16M | Buy |
14,709
+64
| +0.4% | +$5.05K | 0.93% | 33 |
|
|
2015
Q2 | $1.41M | Sell |
14,645
-20
| -0.1% | -$1.93K | 1.03% | 29 |
|
|
2015
Q1 | $1.54M | Hold |
14,665
| – | – | 1.12% | 31 |
|
|
2014
Q4 | $1.65M | Sell |
14,665
-150
| -1% | -$16.8K | 1.17% | 28 |
|
|
2014
Q3 | $1.77M | Hold |
14,815
| – | – | 1.33% | 26 |
|
|
2014
Q2 | $1.93M | Hold |
14,815
| – | – | 1.45% | 22 |
|
|
2014
Q1 | $1.76M | Hold |
14,815
| – | – | 1.36% | 26 |
|
|
2013
Q4 | $1.85M | Sell |
14,815
-456
| -3% | -$57K | 1.42% | 21 |
|
|
2013
Q3 | $1.86M | Hold |
15,271
| – | – | 1.56% | 20 |
|
|
2013
Q2 | $1.81M | Buy |
+15,271
| New | +$1.81M | 1.6% | 18 |
|