Tortoise Investment Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $427K | Sell |
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|
2025
Q1 | $509K | Sell |
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|
2024
Q4 | $449K | Buy |
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|
2024
Q3 | $456K | Buy |
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|
2024
Q2 | $483K | Sell |
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|
2024
Q1 | $489K | Buy |
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|
2023
Q4 | $459K | Sell |
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|
2023
Q3 | $740K | Buy |
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|
2023
Q2 | $689K | Buy |
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|
2023
Q1 | $611K | Hold |
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|
2022
Q4 | $672K | Sell |
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|
2022
Q3 | $685K | Buy |
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|
2022
Q2 | $319K | Hold |
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|
2022
Q1 | $359K | Buy |
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|
2021
Q4 | $177K | Hold |
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|
2021
Q3 | $153K | Sell |
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|
2021
Q2 | $221K | Sell |
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|
2021
Q1 | $284K | Hold |
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|
2020
Q4 | $229K | Hold |
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|
2020
Q3 | $195K | Hold |
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|
2020
Q2 | $242K | Sell |
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|
2020
Q1 | $203K | Sell |
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|
2019
Q4 | $390K | Buy |
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|
2019
Q3 | $332K | Sell |
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|
2019
Q2 | $447K | Buy |
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|
2019
Q1 | $431K | Hold |
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|
2018
Q4 | $380K | Sell |
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|
2018
Q3 | $441K | Hold |
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|
2018
Q2 | $456K | Hold |
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|
2018
Q1 | $411K | Hold |
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|
2017
Q4 | $451K | Buy |
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|
2017
Q3 | $401K | Buy |
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|
2017
Q2 | $106K | Hold |
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|
2017
Q1 | $109K | Sell |
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|
2016
Q4 | $156K | Buy |
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|
2016
Q3 | $93K | Sell |
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|
2016
Q2 | $103K | Sell |
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|
2016
Q1 | $228K | Sell |
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|
2015
Q4 | $250K | Buy |
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|
2015
Q3 | $189K | Hold |
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|
2015
Q2 | $231K | Hold |
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|
2015
Q1 | $251K | Hold |
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|
2014
Q4 | $268K | Hold |
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|
2014
Q3 | $285K | Hold |
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|
2014
Q2 | $312K | Buy |
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|
2014
Q1 | $232K | Hold |
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|
2013
Q4 | $244K | Sell |
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|
2013
Q3 | $242K | Hold |
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|
2013
Q2 | $236K | Buy |
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