Simon Quick Advisors’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 | $2.85M | Buy |
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|
2025
Q2 | $2.34M | Buy |
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|
2025
Q1 | $1.87M | Buy |
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|
2024
Q4 | $1.12M | Buy |
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|
2024
Q3 | $944K | Sell |
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|
2024
Q2 | $1.19M | Sell |
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|
2024
Q1 | $1.36M | Buy |
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|
2023
Q4 | $755K | Sell |
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|
2023
Q3 | $936K | Buy |
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|
2023
Q2 | $822K | Buy |
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|
2023
Q1 | $849K | Buy |
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|
2022
Q4 | $587K | Buy |
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|
2022
Q3 | $218K | Buy |
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|
2022
Q2 | $219K | Buy |
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|
2022
Q1 | $28K | Sell |
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|
2021
Q4 | $328K | Sell |
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|
2021
Q3 | $328K | Sell |
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|
2021
Q2 | $341K | Sell |
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|
2021
Q1 | $377K | Buy |
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|
2020
Q4 | $253K | Sell |
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|
2020
Q3 | $258K | Buy |
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|
2020
Q2 | $93K | Buy |
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|
2020
Q1 | $75K | Sell |
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|
2019
Q4 | $296K | Buy |
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|
2019
Q3 | $199K | Sell |
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|
2019
Q2 | $230K | Buy |
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|
2019
Q1 | $197K | Sell |
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|
2018
Q4 | $343K | Buy |
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|
2018
Q3 | $220K | Sell |
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|
2018
Q2 | $231K | Sell |
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|
2018
Q1 | $239K | Buy |
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|
2017
Q4 | $235K | Sell |
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|
2017
Q3 | $363K | Sell |
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|
2017
Q2 | $343K | Buy |
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|
2017
Q1 | $323K | Buy |
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|
2016
Q4 | $293K | Buy |
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