Private Wealth Partners’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 | $25.8M | Sell |
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|
2025
Q1 | $30.9M | Sell |
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|
2024
Q4 | $28.4M | Buy |
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|
2024
Q3 | $28.1M | Sell |
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|
2024
Q2 | $32.9M | Buy |
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|
2024
Q1 | $31.9M | Buy |
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|
2023
Q4 | $28.8M | Buy |
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|
2023
Q3 | $26.9M | Buy |
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|
2023
Q2 | $24.9M | Buy |
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|
2023
Q1 | $25.3M | Buy |
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|
2022
Q4 | $25.3M | Sell |
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|
2022
Q3 | $20.4M | Sell |
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|
2022
Q2 | $20.6M | Buy |
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|
2022
Q1 | $19.6M | Sell |
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|
2021
Q4 | $14.8M | Buy |
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|
2021
Q3 | $8.97M | Buy |
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|
2021
Q2 | $6.19M | Buy |
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|
2021
Q1 | $2.83M | Buy |
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|
2020
Q4 | $2.23M | Buy |
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|
2020
Q3 | $1.69M | Sell |
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|
2020
Q2 | $4.31M | Buy |
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|
2020
Q1 | $2.26M | Sell |
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|
2019
Q4 | $8.48M | Buy |
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|
2019
Q3 | $6.69M | Sell |
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|
2019
Q2 | $7.19M | Buy |
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|
2019
Q1 | $7.03M | Buy |
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|
2018
Q4 | $6.07M | Buy |
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|
2018
Q3 | $6.2M | Buy |
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|
2018
Q2 | $6.36M | Buy |
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|
2018
Q1 | $5.65M | Buy |
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|
2017
Q4 | $6.01M | Buy |
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|
2017
Q3 | $5.25M | Sell |
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|
2017
Q2 | $4.66M | Buy |
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|
2017
Q1 | $4.77M | Sell |
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|
2016
Q4 | $5.3M | Sell |
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|
2016
Q3 | $5M | Buy |
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|
2016
Q2 | $5.07M | Sell |
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|
2016
Q1 | $4.75M | Sell |
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|
2015
Q4 | $6.05M | Sell |
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|
2015
Q3 | $6.81M | Buy |
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|
2015
Q2 | $7.33M | Sell |
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|
2015
Q1 | $8.12M | Sell |
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|
2014
Q4 | $8.78M | Sell |
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|
2014
Q3 | $9.81M | Buy |
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|
2014
Q2 | $10.7M | Sell |
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|
2014
Q1 | $9.85M | Sell |
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|
2013
Q4 | $14.8M | Buy |
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|
2013
Q3 | $14.2M | Buy |
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|
2013
Q2 | $13.8M | Buy |
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