Pictet Bank & 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
Q1 | – | Sell |
-2,900
| Closed | -$420K | – | 38 |
|
|
2024
Q4 | $420K | Sell |
2,900
-270
| -9% | -$41.3K | 0.42% | 37 |
|
|
2024
Q3 | $467K | Sell |
3,170
-60
| -2% | -$8.93K | 0.47% | 36 |
|
|
2024
Q2 | $505K | Hold |
3,230
| – | – | 0.51% | 33 |
|
|
2024
Q1 | $510K | Sell |
3,230
-180
| -5% | -$27.2K | 0.53% | 33 |
|
|
2023
Q4 | $509K | Sell |
3,410
-450
| -12% | -$68.1K | 0.52% | 33 |
|
|
2023
Q3 | $651K | Hold |
3,860
| – | – | 0.7% | 31 |
|
|
2023
Q2 | $607K | Hold |
3,860
| – | – | 0.5% | 32 |
|
|
2023
Q1 | $630K | Hold |
3,860
| – | – | 0.44% | 33 |
|
|
2022
Q4 | $693K | Hold |
3,860
| – | – | 0.81% | 31 |
|
|
2022
Q3 | $555K | Sell |
3,860
-6,280
| -62% | -$958K | 0.71% | 31 |
|
|
2022
Q2 | $1.47M | Buy |
10,140
+40
| +0.4% | +$6.61K | 1.01% | 34 |
|
|
2022
Q1 | $1.65M | Buy |
10,100
+2,460
| +32% | +$353K | 0.92% | 34 |
|
|
2021
Q4 | $897K | Sell |
7,640
-110
| -1% | -$12.5K | 0.46% | 42 |
|
|
2021
Q3 | $786K | Buy |
7,750
+100
| +1% | +$9.97K | 0.49% | 42 |
|
|
2021
Q2 | $801K | Hold |
7,650
| – | – | 0.45% | 41 |
|
|
2021
Q1 | $802K | Sell |
7,650
-3,350
| -30% | -$327K | 0.47% | 42 |
|
|
2020
Q4 | $929K | Sell |
11,000
-800
| -7% | -$64.8K | 0.58% | 40 |
|
|
2020
Q3 | $850K | Sell |
11,800
-210
| -2% | -$17.7K | 0.56% | 38 |
|
|
2020
Q2 | $1.07M | Sell |
12,010
-4,290
| -26% | -$384K | 0.72% | 34 |
|
|
2020
Q1 | $1.18M | Sell |
16,300
-6,120
| -27% | -$605K | 0.66% | 34 |
|
|
2019
Q4 | $2.7M | Buy |
22,420
+8,000
| +55% | +$942K | 1.02% | 28 |
|
|
2019
Q3 | $1.71M | Buy |
14,420
+5,210
| +57% | +$633K | 0.75% | 30 |
|
|
2019
Q2 | $1.15M | Hold |
9,210
| – | – | 0.5% | 34 |
|
|
2019
Q1 | $1.13M | Sell |
9,210
-6,850
| -43% | -$810K | 0.5% | 33 |
|
|
2018
Q4 | $1.75M | Sell |
16,060
-2,635
| -14% | -$305K | 0.7% | 32 |
|
|
2018
Q3 | $2.29M | Buy |
18,695
+1,000
| +6% | +$121K | 0.71% | 30 |
|
|
2018
Q2 | $2.24M | Buy |
17,695
+4,645
| +36% | +$577K | 0.76% | 29 |
|
|
2018
Q1 | $1.49M | Sell |
13,050
-95
| -0.7% | -$11.4K | 0.53% | 40 |
|
|
2017
Q4 | $1.65M | Sell |
13,145
-1,000
| -7% | -$119K | 0.48% | 44 |
|
|
2017
Q3 | $1.66M | Hold |
14,145
| – | – | 0.5% | 42 |
|
|
2017
Q2 | $1.48M | Buy |
+14,145
| New | +$1.5M | 0.47% | 42 |
|
Other funds holding CVX
Pictet Bank & Trust's CVX Position: Q1 2025 in Review
Pictet Bank & Trust sold out of Chevron (CVX) in Q1 2025, closing a stake of 2,900 shares — an estimated $420K sold.
Pictet Bank & Trust first reported a position in CVX in Q2 2017 and held it in 31 quarters. The position peaked at $2.7M in Q4 2019. 3,815 funds tracked by Wall St. Rank hold CVX as of Q1 2025.
- Pictet Bank & Trust reported no remaining Chevron position as of Q1 2025 after selling out during the quarter.
- Pictet Bank & Trust sold 2,900 Chevron shares in Q1 2025, an estimated $420K.
- Pictet Bank & Trust first reported a position in Chevron in Q2 2017 and held it in 31 quarters.
- Pictet Bank & Trust's Chevron position peaked at $2.7M in Q4 2019.
- 3,815 funds tracked by Wall St. Rank held Chevron as of Q1 2025.
Based on Pictet Bank & Trust's 13F filing for Q1 2025, filed 28 Apr 2025.