Perennial Advisors’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 | $651K | Sell |
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|
2025
Q2 | $730K | Sell |
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|
2025
Q1 | $867K | Buy |
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|
2024
Q2 | $841K | Buy |
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|
2024
Q1 | $809K | Buy |
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|
2023
Q4 | $765K | Sell |
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|
2023
Q3 | $871K | Buy |
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|
2023
Q2 | $813K | Sell |
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|
2023
Q1 | $843K | Buy |
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|
2022
Q4 | $802K | Sell |
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|
2022
Q3 | $652K | Sell |
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|
2022
Q2 | $658K | Sell |
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|
2022
Q1 | $741K | Sell |
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|
2021
Q4 | $584K | Sell |
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|
2021
Q3 | $508K | Sell |
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|
2021
Q2 | $550K | Sell |
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|
2021
Q1 | $551K | Buy |
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|
2020
Q4 | $368K | Sell |
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|
2020
Q3 | $344K | Buy |
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|
2020
Q2 | $424K | Sell |
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|
2020
Q1 | $494K | Sell |
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|
2019
Q4 | $1.28M | Buy |
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|
2019
Q3 | $1.22M | Buy |
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|
2019
Q2 | $1.24M | Buy |
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|
2019
Q1 | $1.13M | Buy |
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|
2018
Q4 | $731K | Buy |
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|
2018
Q3 | $644K | Buy |
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|
2018
Q2 | $661K | Buy |
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|
2018
Q1 | $576K | Buy |
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|
2017
Q4 | $573K | Buy |
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|
2017
Q3 | $520K | Buy |
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|
2017
Q2 | $461K | Buy |
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|
2017
Q1 | $459K | Buy |
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|
2016
Q4 | $429K | Buy |
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