Waverton 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
Q3 | $1.63M | Buy |
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|
2025
Q2 | $1.44M | Sell |
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|
2025
Q1 | $1.86M | Sell |
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|
2024
Q4 | $1.64M | Sell |
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|
2024
Q3 | $1.68M | Sell |
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|
2024
Q2 | $8.69M | Buy |
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|
2024
Q1 | $8.48M | Buy |
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|
2023
Q4 | $7.99M | Sell |
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|
2023
Q3 | $9.79M | Sell |
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|
2023
Q2 | $37.6M | Buy |
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|
2023
Q1 | $36.6M | Buy |
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|
2022
Q4 | $36.8M | Buy |
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|
2022
Q3 | $25.6M | Buy |
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|
2022
Q2 | $25.5M | Buy |
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|
2022
Q1 | $24.9M | Buy |
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|
2021
Q4 | $16.8M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $1.16M | Sell |
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|
2020
Q2 | $51.9M | Sell |
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|
2020
Q1 | $45.4M | Sell |
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|
2019
Q4 | $86.8M | Buy |
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|
2019
Q3 | $85.4M | Buy |
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