Montgomery Investment Management’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 | $6.18M | Sell |
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|
2025
Q1 | $7.73M | Buy |
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|
2024
Q4 | $6.69M | Sell |
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|
2024
Q3 | $6.83M | Sell |
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|
2024
Q2 | $7.26M | Hold |
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|
2024
Q1 | $7.32M | Sell |
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|
2023
Q4 | $9.76M | Hold |
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|
2023
Q3 | $11M | Sell |
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|
2023
Q2 | $10.3M | Hold |
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|
2023
Q1 | $10.7M | Sell |
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|
2022
Q4 | $11.8M | Sell |
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|
2022
Q3 | $9.45M | Buy |
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|
2022
Q2 | $9.49M | Sell |
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|
2022
Q1 | $10.7M | Hold |
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|
2021
Q4 | $7.74M | Sell |
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|
2021
Q3 | $6.71M | Hold |
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|
2021
Q2 | $6.93M | Sell |
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|
2021
Q1 | $7.1M | Sell |
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|
2020
Q4 | $5.72M | Sell |
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|
2020
Q3 | $5.01M | Sell |
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|
2020
Q2 | $6.32M | Sell |
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|
2020
Q1 | $5.28M | Hold |
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|
2019
Q4 | $8.79M | Buy |
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|
2019
Q3 | $8.47M | Sell |
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|
2019
Q2 | $8.98M | Sell |
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|
2019
Q1 | $8.97M | Sell |
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|
2018
Q4 | $7.94M | Sell |
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|
2018
Q3 | $9.1M | Sell |
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|
2018
Q2 | $9.43M | Buy |
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|
2018
Q1 | $8.45M | Hold |
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|
2017
Q4 | $9.28M | Sell |
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|
2017
Q3 | $8.75M | Sell |
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|
2017
Q2 | $7.91M | Sell |
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|
2017
Q1 | $9.3M | Sell |
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|
2016
Q4 | $10.2M | Buy |
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|
2016
Q3 | $8.69M | Buy |
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|
2016
Q2 | $8.84M | Buy |
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|
2016
Q1 | $6.31M | Sell |
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|
2015
Q4 | $6.03M | Sell |
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|
2015
Q3 | $5.31M | Sell |
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|
2015
Q2 | $6.51M | Buy |
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|
2015
Q1 | $6.97M | Buy |
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|
2014
Q4 | $7.39M | Buy |
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|
2014
Q3 | $5.06M | Buy |
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|
2014
Q2 | $4.71M | Sell |
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|
2014
Q1 | $4.61M | Sell |
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|
2013
Q4 | $5M | Sell |
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|
2013
Q3 | $8.87M | Sell |
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|
2013
Q2 | $8.82M | Buy |
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