Trillium Asset 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 | $565K | Hold |
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|
2025
Q1 | $660K | Hold |
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|
2024
Q4 | $572K | Hold |
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|
2024
Q3 | $581K | Hold |
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|
2024
Q2 | $618K | Hold |
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|
2024
Q1 | $623K | Sell |
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|
2023
Q4 | $664K | Buy |
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|
2023
Q3 | $623K | Buy |
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|
2023
Q2 | $564K | Buy |
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|
2023
Q1 | $347K | Sell |
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|
2022
Q4 | $385K | Buy |
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|
2022
Q3 | $302K | Hold |
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|
2022
Q2 | $304K | Sell |
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|
2022
Q1 | $444K | Hold |
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|
2021
Q4 | $320K | Hold |
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|
2021
Q3 | $277K | Buy |
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|
2021
Q2 | $279K | Sell |
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|
2021
Q1 | $498K | Sell |
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|
2020
Q4 | $436K | Buy |
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|
2020
Q3 | $354K | Sell |
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|
2020
Q2 | $443K | Buy |
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|
2020
Q1 | $227K | Hold |
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|
2019
Q4 | $378K | Sell |
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|
2019
Q3 | $456K | Buy |
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|
2019
Q2 | $229K | Sell |
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|
2019
Q1 | $311K | Sell |
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|
2018
Q4 | $305K | Buy |
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|
2018
Q3 | $339K | Sell |
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|
2018
Q2 | $537K | Buy |
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|
2018
Q1 | $442K | Buy |
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|
2017
Q4 | $295K | Hold |
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|
2017
Q3 | $277K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $207K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $216K | Sell |
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|
2016
Q1 | $206K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $214K | Sell |
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|
2015
Q1 | $269K | Hold |
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|
2014
Q4 | $288K | Buy |
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|
2014
Q3 | $203K | Sell |
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|
2014
Q2 | $287K | Sell |
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|
2014
Q1 | $264K | Sell |
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|
2013
Q4 | $367K | Buy |
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|
2013
Q3 | $272K | Buy |
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