Sageworth Trust’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 | $695K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $387K | Sell |
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|
2024
Q4 | $336K | Sell |
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|
2024
Q3 | $600K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $21.5K | Sell |
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|
2022
Q4 | $27K | Buy |
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|
2022
Q3 | $19K | Hold |
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|
2022
Q2 | $19K | Hold |
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|
2022
Q1 | $21K | Hold |
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|
2021
Q4 | $15K | Sell |
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|
2021
Q3 | $15K | Sell |
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|
2021
Q2 | $445K | Buy |
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|
2021
Q1 | $284K | Sell |
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|
2020
Q4 | $253K | Buy |
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|
2020
Q3 | $193K | Buy |
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|
2020
Q2 | $228K | Sell |
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|
2020
Q1 | $220K | Hold |
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|
2019
Q4 | $365K | Buy |
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|
2019
Q3 | $193K | Sell |
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|
2019
Q2 | $272K | Buy |
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|
2019
Q1 | $140K | Buy |
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|
2018
Q4 | $1K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $13K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $48K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $626K | Buy |
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