Ritholtz Wealth Management’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 | $5.42M | Buy |
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|
2025
Q2 | $4.56M | Buy |
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|
2025
Q1 | $4.76M | Buy |
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|
2024
Q4 | $3.1M | Buy |
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|
2024
Q3 | $2.89M | Sell |
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|
2024
Q2 | $3.3M | Sell |
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|
2024
Q1 | $3.48M | Sell |
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|
2023
Q4 | $3.6M | Sell |
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|
2023
Q3 | $4.7M | Buy |
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|
2023
Q2 | $4.32M | Buy |
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|
2023
Q1 | $4.39M | Buy |
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|
2022
Q4 | $4.82M | Sell |
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|
2022
Q3 | $5.79M | Buy |
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|
2022
Q2 | $3.65M | Buy |
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|
2022
Q1 | $3.77M | Buy |
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|
2021
Q4 | $2.26M | Sell |
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|
2021
Q3 | $1.99M | Buy |
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|
2021
Q2 | $1.97M | Buy |
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|
2021
Q1 | $1.75M | Buy |
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|
2020
Q4 | $918K | Buy |
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|
2020
Q3 | $657K | Sell |
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|
2020
Q2 | $821K | Buy |
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|
2020
Q1 | $473K | Sell |
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|
2019
Q4 | $945K | Sell |
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|
2019
Q3 | $1.01M | Buy |
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|
2019
Q2 | $942K | Buy |
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|
2019
Q1 | $830K | Sell |
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|
2018
Q4 | $1.14M | Buy |
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|
2018
Q3 | $1.28M | Sell |
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|
2018
Q2 | $1.39M | Sell |
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|
2018
Q1 | $1.32M | Sell |
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|
2017
Q4 | $2.18M | Buy |
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|
2017
Q3 | $212K | Buy |
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