Whitney & Co’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 | $9.54M | Buy |
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|
2025
Q1 | $5.37M | Buy |
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|
2024
Q4 | $4.48M | Buy |
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|
2024
Q3 | $4.36M | Buy |
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|
2024
Q2 | $4.39M | Buy |
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|
2024
Q1 | $550K | Sell |
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|
2023
Q4 | $524K | Sell |
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|
2023
Q3 | $608K | Hold |
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|
2023
Q2 | $567K | Hold |
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|
2023
Q1 | $588K | Hold |
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|
2022
Q4 | $647K | Sell |
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|
2022
Q3 | $532K | Buy |
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|
2022
Q2 | $533K | Hold |
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|
2022
Q1 | $599K | Sell |
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|
2021
Q4 | $493K | Sell |
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|
2021
Q3 | $429K | Sell |
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|
2021
Q2 | $512K | Sell |
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|
2021
Q1 | $520K | Buy |
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|
2020
Q4 | $437K | Sell |
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|
2020
Q3 | $2.94M | Sell |
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|
2020
Q2 | $3.72M | Sell |
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|
2020
Q1 | $3.05M | Sell |
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|
2019
Q4 | $5.26M | Sell |
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|
2019
Q3 | $5.6M | Buy |
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|
2019
Q2 | $5.6M | Buy |
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|
2019
Q1 | $5.36M | Buy |
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|
2018
Q4 | $5.08M | Sell |
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|
2018
Q3 | $5.86M | Buy |
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|
2018
Q2 | $6.15M | Buy |
|
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|
2018
Q1 | $5.54M | Buy |
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|
2017
Q4 | $2.31M | Sell |
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|
2017
Q3 | $2M | Hold |
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|
2017
Q2 | $2M | Buy |
|
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|
2017
Q1 | $1.84M | Buy |
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|
2016
Q4 | $2.02M | Buy |
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|
2016
Q3 | $1.76M | Buy |
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|
2016
Q2 | $1.72M | Buy |
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|
2016
Q1 | $1.5M | Sell |
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|
2015
Q4 | $1.43M | Sell |
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|
2015
Q3 | $1.32M | Buy |
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|
2015
Q2 | $1.42M | Buy |
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|
2015
Q1 | $1.54M | Sell |
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|
2014
Q4 | $1.67M | Buy |
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|
2014
Q3 | $1.76M | Sell |
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|
2014
Q2 | $2.01M | Buy |
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|
2014
Q1 | $1.82M | Buy |
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|
2013
Q4 | $1.85M | Buy |
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|
2013
Q3 | $1.67M | Hold |
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|
2013
Q2 | $1.63M | Buy |
|