North Point Portfolio Managers’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 | $335K | Hold |
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|
2025
Q1 | $392K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $578K | Buy |
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|
2024
Q2 | $233K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $403K | Hold |
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|
2022
Q4 | $443K | Sell |
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|
2022
Q3 | $412K | Hold |
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|
2022
Q2 | $415K | Buy |
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|
2022
Q1 | $427K | Hold |
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|
2021
Q4 | $308K | Hold |
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|
2021
Q3 | $266K | Hold |
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|
2021
Q2 | $275K | Hold |
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|
2021
Q1 | $275K | Hold |
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|
2020
Q4 | $222K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $234K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $328K | Sell |
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|
2019
Q3 | $329K | Hold |
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|
2019
Q2 | $345K | Hold |
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|
2019
Q1 | $342K | Hold |
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|
2018
Q4 | $302K | Hold |
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|
2018
Q3 | $339K | Hold |
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|
2018
Q2 | $351K | Sell |
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|
2018
Q1 | $328K | Hold |
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|
2017
Q4 | $360K | Hold |
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|
2017
Q3 | $338K | Hold |
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|
2017
Q2 | $300K | Sell |
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|
2017
Q1 | $319K | Buy |
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|
2016
Q4 | $338K | Hold |
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|
2016
Q3 | $296K | Hold |
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|
2016
Q2 | $301K | Hold |
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|
2016
Q1 | $274K | Hold |
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|
2015
Q4 | $259K | Hold |
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|
2015
Q3 | $227K | Hold |
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|
2015
Q2 | $277K | Hold |
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|
2015
Q1 | $302K | Hold |
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|
2014
Q4 | $323K | Hold |
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|
2014
Q3 | $343K | Hold |
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|
2014
Q2 | $375K | Hold |
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|
2014
Q1 | $342K | Hold |
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|
2013
Q4 | $359K | Sell |
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|
2013
Q3 | $492K | Hold |
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|
2013
Q2 | $479K | Buy |
|