Schubert & Co’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 | $499K | Sell |
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|
2025
Q2 | $469K | Buy |
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|
2025
Q1 | $491K | Buy |
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|
2024
Q4 | $406K | Buy |
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|
2024
Q3 | $398K | Buy |
|
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|
2024
Q2 | $390K | Hold |
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|
2024
Q1 | $390K | Sell |
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|
2023
Q4 | $371K | Sell |
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|
2023
Q3 | $454K | Buy |
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|
2023
Q2 | $424K | Sell |
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|
2023
Q1 | $441K | Sell |
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|
2022
Q4 | $598K | Buy |
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|
2022
Q3 | $472K | Buy |
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|
2022
Q2 | $397K | Buy |
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|
2022
Q1 | $427K | Sell |
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|
2021
Q4 | $440K | Buy |
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