Old North State Trust’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 | $548K | Sell |
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|
2025
Q2 | $508K | Buy |
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|
2025
Q1 | $384K | Hold |
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|
2024
Q4 | $384K | Buy |
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|
2024
Q3 | $375K | Buy |
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|
2024
Q2 | $339K | Hold |
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|
2024
Q1 | $342K | Buy |
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|
2023
Q3 | $466K | Sell |
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|
2023
Q2 | $463K | Hold |
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|
2023
Q1 | $480K | Sell |
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|
2022
Q4 | $1.06M | Buy |
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|
2022
Q3 | $421K | Buy |
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|
2022
Q2 | $429 | Hold |
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|
2022
Q1 | $479 | Sell |
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|
2021
Q4 | $343K | Buy |
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|
2021
Q3 | $230K | Hold |
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|
2021
Q2 | $238K | Hold |
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|
2021
Q1 | $238K | Buy |
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|
2020
Q4 | $178K | Sell |
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|
2020
Q3 | $238K | Sell |
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|
2020
Q2 | $529K | Sell |
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|
2020
Q1 | $430K | Buy |
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|
2019
Q4 | $712K | Buy |
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|
2019
Q3 | $658K | Buy |
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|
2019
Q2 | $570K | Sell |
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|
2019
Q1 | $978K | Buy |
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|
2018
Q4 | $565K | Buy |
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|
2018
Q3 | $634K | Buy |
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