Morningstar Investment Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.52M | Buy |
17,617
+3,998
| +29% | +$573K | 0.22% | 32 |
|
|
2025
Q1 | $2.28M | Sell |
13,619
-1,663
| -11% | -$278K | 0.19% | 38 |
|
|
2024
Q4 | $2.21M | Buy |
15,282
+3,760
| +33% | +$544K | 0.17% | 40 |
|
|
2024
Q3 | $1.75M | Buy |
11,522
+443
| +4% | +$67.2K | 0.17% | 51 |
|
|
2024
Q2 | $1.73M | Buy |
11,079
+1,267
| +13% | +$198K | 0.18% | 58 |
|
|
2024
Q1 | $1.55M | Buy |
9,812
+2,592
| +36% | +$409K | 0.17% | 63 |
|
|
2023
Q4 | $1.08M | Buy |
7,220
+621
| +9% | +$92.6K | 0.12% | 77 |
|
|
2023
Q3 | $1.11M | Buy |
6,599
+742
| +13% | +$125K | 0.15% | 52 |
|
|
2023
Q2 | $922K | Buy |
5,857
+964
| +20% | +$152K | 0.12% | 67 |
|
|
2023
Q1 | $798K | Sell |
4,893
-494
| -9% | -$80.6K | 0.12% | 44 |
|
|
2022
Q4 | $967K | Sell |
5,387
-151
| -3% | -$27.1K | 0.16% | 44 |
|
|
2022
Q3 | $796K | Buy |
5,538
+1,421
| +35% | +$204K | 0.15% | 41 |
|
|
2022
Q2 | $596K | Buy |
+4,117
| New | +$596K | 0.11% | 41 |
|