SlateStone Wealth’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 | $15.9M | Buy |
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|
2025
Q2 | $14.5M | Buy |
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|
2025
Q1 | $16.8M | Buy |
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|
2024
Q4 | $14.5M | Buy |
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|
2024
Q3 | $14.3M | Buy |
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|
2024
Q2 | $10.3M | Sell |
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|
2024
Q1 | $14.3M | Buy |
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|
2023
Q4 | $8.37M | Buy |
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|
2023
Q3 | $8.96M | Buy |
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|
2023
Q2 | $3.99M | Sell |
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|
2023
Q1 | $4.25M | Buy |
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|
2022
Q4 | $4.63M | Sell |
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|
2022
Q3 | $3.71M | Buy |
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|
2022
Q2 | $3.64M | Buy |
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|
2022
Q1 | $3.88M | Sell |
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|
2021
Q4 | $2.85M | Buy |
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|
2021
Q3 | $2.4M | Buy |
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|
2021
Q2 | $2.32M | Buy |
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|
2021
Q1 | $1.35M | Sell |
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|
2020
Q4 | $1.15M | Buy |
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|
2020
Q3 | $945K | Sell |
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|
2020
Q2 | $1.18M | Sell |
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|
2020
Q1 | $1.16M | Sell |
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|
2019
Q4 | $4.67M | Buy |
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|
2019
Q3 | $4.29M | Sell |
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|
2019
Q2 | $4.71M | Buy |
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|
2019
Q1 | $4.55M | Buy |
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|
2018
Q4 | $3.25M | Buy |
|