New Covenant Trust Company’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $253K | Sell |
1,761
-36
| -2% | -$5.18K | 0.23% | 69 |
|
|
2025
Q1 | $298K | Sell |
1,797
-39
| -2% | -$6.48K | 0.32% | 55 |
|
|
2024
Q4 | $263K | Sell |
1,836
-242
| -12% | -$34.6K | 0.26% | 68 |
|
|
2024
Q3 | $302K | Hold |
2,078
| – | – | 0.29% | 59 |
|
|
2024
Q2 | $331K | Sell |
2,078
-140
| -6% | -$22.3K | 0.38% | 41 |
|
|
2024
Q1 | $350K | Buy |
+2,218
| New | +$350K | 0.35% | 41 |
|