Morningstar 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
Q3 | $7.45M | Buy |
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|
2025
Q2 | $2.52M | Buy |
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|
2025
Q1 | $2.28M | Sell |
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|
2024
Q4 | $2.21M | Buy |
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|
2024
Q3 | $1.75M | Buy |
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|
2024
Q2 | $1.73M | Buy |
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|
2024
Q1 | $1.55M | Buy |
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|
2023
Q4 | $1.08M | Buy |
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|
2023
Q3 | $1.11M | Buy |
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|
2023
Q2 | $922K | Buy |
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|
2023
Q1 | $798K | Sell |
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|
2022
Q4 | $967K | Sell |
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|
2022
Q3 | $796K | Buy |
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|
2022
Q2 | $596K | Buy |
|