Sanibel Captiva Trust Company’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.6M | Sell |
172,001
-1,249
| -0.7% | -$179K | 0.76% | 33 |
|
|
2025
Q1 | $29M | Buy |
173,250
+745
| +0.4% | +$125K | 0.94% | 26 |
|
|
2024
Q4 | $25M | Buy |
172,505
+9,775
| +6% | +$1.42M | 0.8% | 32 |
|
|
2024
Q3 | $24M | Buy |
162,730
+11,149
| +7% | +$1.64M | 0.77% | 34 |
|
|
2024
Q2 | $23.7M | Buy |
151,581
+8,972
| +6% | +$1.4M | 0.81% | 34 |
|
|
2024
Q1 | $22.5M | Buy |
142,609
+6,460
| +5% | +$1.02M | 0.77% | 37 |
|
|
2023
Q4 | $20.3M | Buy |
+136,149
| New | +$20.3M | 0.75% | 37 |
|