Osterweis Capital Management’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 | $195K | Buy |
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|
2025
Q1 | $29.3K | Sell |
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|
2024
Q4 | $268K | Buy |
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|
2024
Q3 | $258K | Sell |
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|
2024
Q2 | $296K | Hold |
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|
2024
Q1 | $298K | Hold |
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|
2023
Q4 | $282K | Sell |
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|
2023
Q3 | $347K | Hold |
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|
2023
Q2 | $323K | Hold |
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|
2023
Q1 | $335K | Hold |
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|
2022
Q4 | $369K | Hold |
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|
2022
Q3 | $295K | Hold |
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|
2022
Q2 | $298K | Sell |
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|
2022
Q1 | $7.77M | Sell |
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|
2021
Q4 | $10.8M | Sell |
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|
2021
Q3 | $9.37M | Sell |
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|
2021
Q2 | $9.68M | Sell |
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|
2021
Q1 | $9.88M | Buy |
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|
2020
Q4 | $261K | Sell |
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|
2020
Q3 | $255K | Buy |
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|
2020
Q2 | $275K | Sell |
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|
2020
Q1 | $258K | Sell |
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|
2019
Q4 | $428K | Sell |
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|
2019
Q3 | $510K | Buy |
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|
2019
Q2 | $461K | Hold |
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|
2019
Q1 | $456K | Sell |
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|
2018
Q4 | $414K | Hold |
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|
2018
Q3 | $466K | Buy |
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|
2018
Q2 | $344K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $130K | Buy |
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