Pine Haven Investment Counsel’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,275
| Closed | -$213K | – | 114 |
|
|
2025
Q1 | $213K | Buy |
+1,275
| New | +$213K | 0.18% | 106 |
|
|
2023
Q4 | – | Sell |
-1,250
| Closed | -$211K | – | 105 |
|
|
2023
Q3 | $211K | Buy |
+1,250
| New | +$211K | 0.22% | 92 |
|
|
2023
Q2 | – | Sell |
-1,300
| Closed | -$212K | – | 99 |
|
|
2023
Q1 | $212K | Sell |
1,300
-30
| -2% | -$4.9K | 0.22% | 98 |
|
|
2022
Q4 | $239K | Sell |
1,330
-120
| -8% | -$21.5K | 0.26% | 89 |
|
|
2022
Q3 | $208K | Sell |
1,450
-50
| -3% | -$7.17K | 0.25% | 94 |
|
|
2022
Q2 | $217K | Hold |
1,500
| – | – | 0.25% | 94 |
|
|
2022
Q1 | $244K | Sell |
1,500
-367
| -20% | -$59.7K | 0.24% | 96 |
|
|
2021
Q4 | $219K | Buy |
+1,867
| New | +$219K | 0.2% | 101 |
|