ProVise Management Group’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 | $668K | Sell |
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|
2025
Q1 | $793K | Buy |
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|
2024
Q4 | $648K | Sell |
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|
2024
Q3 | $1.06M | Sell |
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|
2024
Q2 | $7.77M | Buy |
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|
2024
Q1 | $7.53M | Buy |
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|
2023
Q4 | $6.96M | Buy |
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|
2023
Q3 | $7.5M | Buy |
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|
2023
Q2 | $6.93M | Buy |
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|
2023
Q1 | $2.29M | Sell |
|
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|
2022
Q4 | $2.53M | Buy |
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|
2022
Q3 | $2.01M | Sell |
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|
2022
Q2 | $2.09M | Sell |
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|
2022
Q1 | $2.37M | Sell |
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|
2021
Q4 | $1.76M | Buy |
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|
2021
Q3 | $1.46M | Buy |
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|
2021
Q2 | $1.5M | Sell |
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|
2021
Q1 | $1.51M | Buy |
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|
2020
Q4 | $1.2M | Buy |
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|
2020
Q3 | $974K | Sell |
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|
2020
Q2 | $1.28M | Sell |
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|
2020
Q1 | $1.05M | Sell |
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|
2019
Q4 | $1.93M | Sell |
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|
2019
Q3 | $1.92M | Sell |
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|
2019
Q2 | $2.04M | Buy |
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|
2019
Q1 | $1.93M | Sell |
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|
2018
Q4 | $1.86M | Sell |
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|
2018
Q3 | $2.09M | Sell |
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|
2018
Q2 | $2.19K | Buy |
|
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|
2018
Q1 | $1.97M | Buy |
|
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|
2017
Q4 | $2.16M | Sell |
|
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|
2017
Q3 | $2.16M | Sell |
|
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|
2017
Q2 | $2.04M | Buy |
|
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|
2017
Q1 | $2.07M | Sell |
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|
2016
Q4 | $2.39M | Buy |
|
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|
2016
Q3 | $2.06M | Sell |
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|
2016
Q2 | $3.73M | Sell |
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|
2016
Q1 | $3.88M | Sell |
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|
2015
Q4 | $3.69M | Sell |
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|
2015
Q3 | $3.59M | Sell |
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|
2015
Q2 | $4.56M | Buy |
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|
2015
Q1 | $4.48M | Sell |
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|
2014
Q4 | $4.87M | Buy |
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|
2014
Q3 | $4.93M | Buy |
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|
2014
Q2 | $5.04M | Buy |
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|
2014
Q1 | $3.94M | Buy |
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|
2013
Q4 | $3.6M | Buy |
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|
2013
Q3 | $3.38M | Sell |
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|
2013
Q2 | $3.34M | Buy |
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