Legacy Private Trust’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.47M | Buy |
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|
2025
Q2 | $6.86M | Sell |
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|
2025
Q1 | $8.18M | Buy |
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|
2024
Q4 | $6.99M | Sell |
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|
2024
Q3 | $7.24M | Buy |
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|
2024
Q2 | $7.47M | Buy |
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|
2024
Q1 | $7.46M | Buy |
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|
2023
Q4 | $6.77M | Buy |
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|
2023
Q3 | $7.6M | Sell |
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|
2023
Q2 | $7.74M | Buy |
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|
2023
Q1 | $7.96M | Sell |
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|
2022
Q4 | $8.88M | Sell |
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|
2022
Q3 | $7.12M | Sell |
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|
2022
Q2 | $7.29M | Buy |
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|
2022
Q1 | $6.69M | Buy |
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|
2021
Q4 | $4.64M | Buy |
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|
2021
Q3 | $3.87M | Buy |
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|
2021
Q2 | $3.88M | Buy |
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|
2021
Q1 | $3.81M | Buy |
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|
2020
Q4 | $2.6M | Buy |
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|
2020
Q3 | $2.19M | Sell |
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|
2020
Q2 | $3.28M | Sell |
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|
2020
Q1 | $2.92M | Sell |
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|
2019
Q4 | $6.43M | Sell |
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|
2019
Q3 | $6.35M | Sell |
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|
2019
Q2 | $6.94M | Sell |
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|
2019
Q1 | $6.92M | Buy |
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|
2018
Q4 | $5.53M | Buy |
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|
2018
Q3 | $6.03M | Sell |
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|
2018
Q2 | $6.73M | Sell |
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|
2018
Q1 | $6.76M | Buy |
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|
2017
Q4 | $5.64M | Buy |
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|
2017
Q3 | $4.59M | Sell |
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|
2017
Q2 | $5.09M | Buy |
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|
2017
Q1 | $1.98M | Buy |
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|
2016
Q4 | $244K | Sell |
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|
2016
Q3 | $230K | Sell |
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|
2016
Q2 | $236K | Sell |
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|
2016
Q1 | $253K | Sell |
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|
2015
Q4 | $252K | Sell |
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|
2015
Q3 | $248K | Sell |
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|
2015
Q2 | $1.07M | Sell |
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|
2015
Q1 | $1.37M | Sell |
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|
2014
Q4 | $1.89M | Sell |
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|
2014
Q3 | $2.49M | Sell |
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|
2014
Q2 | $3.09M | Buy |
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|
2014
Q1 | $2.26M | Sell |
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|
2013
Q4 | $2.43M | Sell |
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|
2013
Q3 | $2.77M | Sell |
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|
2013
Q2 | $2.75M | Buy |
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