Legacy Trust’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $429K | Sell |
2,996
-254
| -8% | -$36.4K | 0.11% | 108 |
|
|
2025
Q1 | $544K | Buy |
3,250
+121
| +4% | +$20.2K | 0.13% | 101 |
|
|
2024
Q4 | $453K | Buy |
3,129
+18
| +0.6% | +$2.61K | 0.11% | 110 |
|
|
2024
Q3 | $458K | Sell |
3,111
-15
| -0.5% | -$2.21K | 0.11% | 112 |
|
|
2024
Q2 | $489K | Buy |
3,126
+200
| +7% | +$31.3K | 0.12% | 104 |
|
|
2024
Q1 | $462K | Sell |
2,926
-518
| -15% | -$81.7K | 0.12% | 110 |
|
|
2023
Q4 | $514K | Buy |
3,444
+143
| +4% | +$21.3K | 0.13% | 104 |
|
|
2023
Q3 | $557K | Sell |
3,301
-302
| -8% | -$50.9K | 0.16% | 94 |
|
|
2023
Q2 | $567K | Buy |
3,603
+315
| +10% | +$49.6K | 0.16% | 95 |
|
|
2023
Q1 | $536K | Buy |
3,288
+1,746
| +113% | +$285K | 0.16% | 97 |
|
|
2022
Q4 | $277K | Buy |
+1,542
| New | +$277K | 0.09% | 131 |
|