Montecito Bank & 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 | $4.71M | Buy |
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|
2025
Q1 | $5.21M | Sell |
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|
2024
Q4 | $4.53M | Sell |
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|
2024
Q3 | $4.63M | Buy |
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|
2024
Q2 | $3.64M | Sell |
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|
2024
Q1 | $3.76M | Sell |
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|
2023
Q4 | $3.64M | Sell |
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|
2023
Q3 | $4.26M | Sell |
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|
2023
Q2 | $4.01M | Sell |
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|
2023
Q1 | $4.3M | Sell |
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|
2022
Q4 | $4.76M | Sell |
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|
2022
Q3 | $3.87M | Sell |
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|
2022
Q2 | $4.68M | Sell |
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|
2022
Q1 | $5.27M | Sell |
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|
2021
Q4 | $3.92M | Sell |
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|
2021
Q3 | $3.67M | Buy |
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|
2021
Q2 | $3.73M | Buy |
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|
2021
Q1 | $3.67M | Buy |
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|
2020
Q4 | $2.9M | Buy |
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|
2020
Q3 | $2.44M | Buy |
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|
2020
Q2 | $2.21M | Buy |
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|
2020
Q1 | $1.64M | Sell |
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|
2019
Q4 | $3.91M | Buy |
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|
2019
Q3 | $2.49M | Sell |
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|
2019
Q2 | $2.75M | Sell |
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|
2019
Q1 | $2.76M | Buy |
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|
2018
Q4 | $2.41M | Sell |
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|
2018
Q3 | $2.98M | Sell |
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|
2018
Q2 | $3.28M | Sell |
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|
2018
Q1 | $3.1M | Buy |
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|
2017
Q4 | $3.13M | Sell |
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|
2017
Q3 | $2.99M | Sell |
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|
2017
Q2 | $2.7M | Sell |
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|
2017
Q1 | $2.99M | Buy |
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|
2016
Q4 | $3.09M | Sell |
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|
2016
Q3 | $2.79M | Buy |
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|
2016
Q2 | $2.54M | Buy |
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|
2016
Q1 | $1.73M | Buy |
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|
2015
Q4 | $1.59M | Buy |
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|
2015
Q3 | $1.37M | Sell |
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|
2015
Q2 | $2M | Hold |
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|
2015
Q1 | $2M | Buy |
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|
2014
Q4 | $2.13M | Buy |
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|
2014
Q3 | $2.25M | Buy |
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|
2014
Q2 | $2.43M | Buy |
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|
2014
Q1 | $2.15M | Sell |
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|
2013
Q4 | $2.27M | Sell |
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|
2013
Q3 | $2.29M | Sell |
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|
2013
Q2 | $2.3M | Buy |
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