Nichols & Pratt Advisers’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 | $650K | Hold |
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|
2025
Q2 | $600K | Hold |
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|
2025
Q1 | $701K | Sell |
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|
2024
Q4 | $657K | Sell |
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|
2024
Q3 | $689K | Sell |
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|
2024
Q2 | $786K | Hold |
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|
2024
Q1 | $793K | Buy |
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|
2023
Q4 | $748K | Buy |
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|
2023
Q3 | $727K | Hold |
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|
2023
Q2 | $679K | Buy |
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|
2023
Q1 | $657K | Hold |
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|
2022
Q4 | $723K | Sell |
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|
2022
Q3 | $579K | Buy |
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|
2022
Q2 | $547K | Hold |
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|
2022
Q1 | $615K | Hold |
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|
2021
Q4 | $443K | Hold |
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|
2021
Q3 | $394K | Sell |
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|
2021
Q2 | $427K | Hold |
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|
2021
Q1 | $427K | Buy |
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|
2020
Q4 | $319K | Sell |
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|
2020
Q3 | $281K | Sell |
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|
2020
Q2 | $381K | Sell |
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|
2020
Q1 | $395K | Buy |
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|
2019
Q4 | $585K | Sell |
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|
2019
Q3 | $802K | Sell |
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|
2019
Q2 | $904K | Buy |
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|
2019
Q1 | $841K | Buy |
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|
2018
Q4 | $731K | Hold |
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|
2018
Q3 | $822K | Hold |
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|
2018
Q2 | $851K | Sell |
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|
2018
Q1 | $881K | Hold |
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|
2017
Q4 | $967K | Sell |
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|
2017
Q3 | $911K | Hold |
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|
2017
Q2 | $809K | Sell |
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|
2017
Q1 | $929K | Hold |
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|
2016
Q4 | $1.02M | Hold |
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|
2016
Q3 | $891K | Hold |
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|
2016
Q2 | $907K | Sell |
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|
2016
Q1 | $852K | Sell |
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|
2015
Q4 | $866K | Sell |
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|
2015
Q3 | $920K | Sell |
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|
2015
Q2 | $1.38M | Buy |
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|
2015
Q1 | $1.48M | Hold |
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|
2014
Q4 | $1.58M | Sell |
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|
2014
Q3 | $1.86M | Buy |
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|
2014
Q2 | $2.03M | Buy |
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|
2014
Q1 | $1.61M | Buy |
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|
2013
Q4 | $1.61M | Hold |
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|
2013
Q3 | $1.57M | Sell |
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|
2013
Q2 | $1.59M | Buy |
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