Washington Trust Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $891K | Sell |
6,222
-910
| -13% | -$130K | 0.07% | 104 |
|
|
2025
Q1 | $1.19M | Buy |
7,132
+23
| +0.3% | +$3.85K | 0.11% | 92 |
|
|
2024
Q4 | $1.03M | Sell |
7,109
-4
| -0.1% | -$579 | 0.09% | 100 |
|
|
2024
Q3 | $1.05M | Buy |
7,113
+4
| +0.1% | +$589 | 0.09% | 97 |
|
|
2024
Q2 | $1.11M | Buy |
7,109
+67
| +1% | +$10.5K | 0.1% | 87 |
|
|
2024
Q1 | $1.11M | Hold |
7,042
| – | – | 0.1% | 89 |
|
|
2023
Q4 | $1.05M | Sell |
7,042
-359
| -5% | -$53.5K | 0.1% | 90 |
|
|
2023
Q3 | $1.25M | Hold |
7,401
| – | – | 0.13% | 79 |
|
|
2023
Q2 | $1.16M | Sell |
7,401
-400
| -5% | -$62.9K | 0.11% | 83 |
|
|
2023
Q1 | $1.27M | Sell |
7,801
-68
| -0.9% | -$11.1K | 0.13% | 81 |
|
|
2022
Q4 | $1.41M | Sell |
7,869
-1,241
| -14% | -$223K | 0.15% | 78 |
|
|
2022
Q3 | $1.31M | Sell |
9,110
-28
| -0.3% | -$4.02K | 0.12% | 94 |
|
|
2022
Q2 | $1.32M | Sell |
9,138
-16
| -0.2% | -$2.32K | 0.12% | 96 |
|
|
2022
Q1 | $1.49M | Buy |
9,154
+68
| +0.7% | +$11.1K | 0.11% | 98 |
|
|
2021
Q4 | $1.07M | Buy |
+9,086
| New | +$1.07M | 0.07% | 112 |
|