Wharton Business Group’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 | $318K | Hold |
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|
2025
Q1 | $371K | Hold |
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|
2024
Q4 | $321K | Hold |
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|
2024
Q3 | $327K | Hold |
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|
2024
Q2 | $347K | Hold |
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|
2024
Q1 | $350K | Hold |
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|
2023
Q4 | $331K | Hold |
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|
2023
Q3 | $374K | Hold |
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|
2023
Q2 | $349K | Hold |
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|
2023
Q1 | $362K | Hold |
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|
2022
Q4 | $398K | Hold |
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|
2022
Q3 | $318K | Hold |
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|
2022
Q2 | $321K | Hold |
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|
2022
Q1 | $361K | Hold |
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|
2021
Q4 | $260K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $232K | Hold |
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|
2021
Q1 | $233K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $397K | Sell |
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|
2019
Q3 | $1.1M | Hold |
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|
2019
Q2 | $1.15M | Hold |
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|
2019
Q1 | $1.14M | Hold |
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|
2018
Q4 | $1M | Sell |
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|
2018
Q3 | $1.14M | Hold |
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|
2018
Q2 | $1.18M | Sell |
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|
2018
Q1 | $1.07M | Sell |
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|
2017
Q4 | $1.77M | Sell |
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|
2017
Q3 | $1.93M | Sell |
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|
2017
Q2 | $1.86M | Sell |
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|
2017
Q1 | $2.11M | Sell |
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|
2016
Q4 | $2.41M | Sell |
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|
2016
Q3 | $2.15M | Sell |
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|
2016
Q2 | $3.08M | Sell |
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|
2016
Q1 | $2.85M | Sell |
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|
2015
Q4 | $8.62M | Sell |
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|
2015
Q3 | $7.67M | Sell |
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|
2015
Q2 | $10.1K | Sell |
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|
2015
Q1 | $11.3M | Sell |
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|
2014
Q4 | $12.2M | Buy |
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|
2014
Q3 | $12.2M | Buy |
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|
2014
Q2 | $12.5M | Buy |
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|
2014
Q1 | $11.3M | Sell |
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|
2013
Q4 | $13.4M | Buy |
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|
2013
Q3 | $11.1M | Sell |
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|
2013
Q2 | $11M | Buy |
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