Vivaldi Capital 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 | $331K | Sell |
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|
2025
Q1 | $417K | Buy |
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|
2024
Q4 | $327K | Buy |
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|
2024
Q3 | $271K | Buy |
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|
2024
Q2 | $285K | Sell |
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|
2024
Q1 | $310K | Sell |
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|
2023
Q4 | $355K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $694K | Buy |
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|
2022
Q3 | $611K | Buy |
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|
2022
Q2 | $549K | Buy |
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|
2022
Q1 | $410K | Buy |
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|
2021
Q4 | $285K | Buy |
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|
2021
Q3 | $238K | Hold |
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|
2021
Q2 | $239K | Sell |
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|
2021
Q1 | $268K | Sell |
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|
2020
Q4 | $362K | Hold |
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|
2020
Q3 | $355K | Sell |
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|
2020
Q2 | $391K | Sell |
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|
2020
Q1 | $550K | Sell |
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|
2019
Q4 | $953K | Sell |
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|
2019
Q3 | $1.09M | Buy |
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|
2019
Q2 | $1.06M | Buy |
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|
2019
Q1 | $384K | Sell |
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|
2018
Q4 | $408K | Sell |
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|
2018
Q3 | $508K | Sell |
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|
2018
Q2 | $556K | Buy |
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|
2018
Q1 | $460K | Buy |
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|
2017
Q4 | $492K | Buy |
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|
2017
Q3 | $437K | Buy |
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|
2017
Q2 | $383 | Buy |
|