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Talbot Financial’s Chevron CVX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$21.1M Buy
147,048
+33,466
+29% +$4.79M 1.99% 16
2025
Q1
$19M Sell
113,582
-16
-0% -$2.68K 2.38% 10
2024
Q4
$16.5M Buy
113,598
+3,478
+3% +$504K 1.96% 14
2024
Q3
$16.2M Buy
110,120
+5,297
+5% +$780K 1.97% 14
2024
Q2
$16.4M Sell
104,823
-167
-0.2% -$26.1K 2.12% 11
2024
Q1
$16.6M Buy
104,990
+4,522
+5% +$713K 2.22% 11
2023
Q4
$15M Buy
100,468
+8,030
+9% +$1.2M 2.25% 10
2023
Q3
$15.6M Buy
92,438
+2,230
+2% +$376K 2.72% 8
2023
Q2
$14.2M Buy
90,208
+2,503
+3% +$394K 2.41% 8
2023
Q1
$14.3M Buy
87,705
+1,008
+1% +$164K 2.66% 7
2022
Q4
$15.6M Buy
+86,697
New +$15.6M 3.2% 5