Union Savings Bank’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
7,053
+1,266
| +22% | +$192K | 0.49% | 39 |
|
|
2025
Q1 | $968K | Sell |
5,787
-1,002
| -15% | -$168K | 0.47% | 42 |
|
|
2024
Q4 | $983K | Sell |
6,789
-470
| -6% | -$68.1K | 0.48% | 44 |
|
|
2024
Q3 | $1.07M | Buy |
7,259
+7
| +0.1% | +$1.03K | 0.52% | 42 |
|
|
2024
Q2 | $1.13M | Sell |
7,252
-55
| -0.8% | -$8.6K | 0.6% | 33 |
|
|
2024
Q1 | $1.15M | Sell |
7,307
-539
| -7% | -$85K | 0.6% | 35 |
|
|
2023
Q4 | $1.17M | Sell |
7,846
-156
| -2% | -$23.3K | 0.66% | 32 |
|
|
2023
Q3 | $1.35M | Buy |
8,002
+408
| +5% | +$68.8K | 0.84% | 28 |
|
|
2023
Q2 | $1.24M | Buy |
+7,594
| New | +$1.24M | 0.74% | 30 |
|