Rockbridge Investment 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
Q2 | – | Sell |
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|
2025
Q1 | $232K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $90.2K | Buy |
|
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $487K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $96.4K | Sell |
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|
2022
Q1 | $517K | Sell |
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|
2021
Q4 | $527K | Buy |
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|
2021
Q3 | $447K | Hold |
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|
2021
Q2 | $461K | Sell |
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|
2021
Q1 | $547K | Buy |
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|
2020
Q4 | $438K | Buy |
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|
2020
Q3 | $319K | Buy |
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|
2020
Q2 | $190K | Buy |
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