Schwartz Investment Counsel’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 | $41.6M | Sell |
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|
2025
Q2 | $39.8M | Buy |
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|
2025
Q1 | $42.2M | Hold |
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|
2024
Q4 | $36.5M | Hold |
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|
2024
Q3 | $37.2M | Hold |
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|
2024
Q2 | $39.5M | Hold |
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|
2024
Q1 | $39.8M | Sell |
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|
2023
Q4 | $38.8M | Hold |
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|
2023
Q3 | $43.9M | Hold |
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|
2023
Q2 | $41M | Sell |
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|
2023
Q1 | $43M | Sell |
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|
2022
Q4 | $67.2M | Sell |
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|
2022
Q3 | $57.5M | Buy |
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|
2022
Q2 | $57.6M | Sell |
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|
2022
Q1 | $65.7M | Sell |
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|
2021
Q4 | $47.6M | Sell |
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|
2021
Q3 | $47.3M | Sell |
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|
2021
Q2 | $49.3M | Buy |
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|
2021
Q1 | $46.1M | Sell |
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|
2020
Q4 | $39.3M | Buy |
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|
2020
Q3 | $24.7M | Buy |
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|
2020
Q2 | $29.5M | Sell |
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|
2020
Q1 | $24.7M | Buy |
|