West Branch Capital’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 | $2.03M | Buy |
|
|||||
|
2025
Q1 | $2.12M | Buy |
|
|||||
|
2024
Q4 | $1.4M | Buy |
|
|||||
|
2024
Q3 | $1.2M | Buy |
|
|||||
|
2024
Q2 | $1.15M | Buy |
|
|||||
|
2024
Q1 | $1.06M | Buy |
|
|||||
|
2023
Q4 | $783K | Buy |
|
|||||
|
2023
Q3 | $801K | Buy |
|
|||||
|
2023
Q2 | $746K | Buy |
|
|||||
|
2023
Q1 | $737K | Sell |
|
|||||
|
2022
Q4 | $818K | Buy |
|
|||||
|
2022
Q3 | $654K | Buy |
|
|||||
|
2022
Q2 | $640K | Buy |
|
|||||
|
2022
Q1 | $687K | Buy |
|
|||||
|
2021
Q4 | $481K | Buy |
|
|||||
|
2021
Q3 | $358K | Sell |
|
|||||
|
2021
Q2 | $392K | Buy |
|
|||||
|
2021
Q1 | $260K | Buy |
|
|||||
|
2020
Q4 | – | Sell |
|
|||||
|
2020
Q3 | $409K | Sell |
|
|||||
|
2020
Q2 | $839K | Buy |
|
|||||
|
2020
Q1 | $417K | Sell |
|
|||||
|
2019
Q4 | $718K | Buy |
|
|||||
|
2019
Q3 | $283K | Buy |
|