Orion Portfolio Solutions’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $24.8M | Buy |
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|
2024
Q4 | $20.2M | Sell |
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|
2024
Q3 | $24.2M | Sell |
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|
2024
Q2 | $28.2M | Buy |
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|
2024
Q1 | $25.8M | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $23.3M | Sell |
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|
2023
Q2 | $24.3M | Sell |
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|
2023
Q1 | $25.8M | Buy |
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|
2022
Q4 | $8.23M | Buy |
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|
2022
Q3 | $5.11M | Buy |
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|
2022
Q2 | $2.56M | Sell |
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|
2022
Q1 | $2.97M | Sell |
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|
2021
Q4 | $2.21M | Buy |
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|
2021
Q3 | $1.82M | Buy |
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|
2021
Q2 | $1.44M | Buy |
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|
2021
Q1 | $1.35M | Sell |
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|
2020
Q4 | $1.11M | Sell |
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|
2020
Q3 | $1.15M | Sell |
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|
2020
Q2 | $1.51M | Buy |
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|
2020
Q1 | $933K | Sell |
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|
2019
Q4 | $1.72M | Buy |
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