WTC
WhitTier Trust Company’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45.6M | Buy |
318,549
+2,400
| +0.8% | +$344K | 1.03% | 17 |
|
|
2025
Q1 | $52.9M | Buy |
316,149
+71,479
| +29% | +$12M | 1.34% | 13 |
|
|
2024
Q4 | $35.4M | Buy |
244,670
+61,112
| +33% | +$8.85M | 0.87% | 18 |
|
|
2024
Q3 | $27M | Buy |
183,558
+2,671
| +1% | +$393K | 0.7% | 31 |
|
|
2024
Q2 | $28.3M | Buy |
180,887
+648
| +0.4% | +$101K | 0.79% | 25 |
|
|
2024
Q1 | $28.4M | Buy |
180,239
+3,848
| +2% | +$607K | 0.82% | 23 |
|
|
2023
Q4 | $26.3M | Sell |
176,391
-89
| -0.1% | -$13.3K | 0.84% | 20 |
|
|
2023
Q3 | $29.8M | Buy |
176,480
+221
| +0.1% | +$37.3K | 1.05% | 17 |
|
|
2023
Q2 | $27.7M | Buy |
176,259
+1,625
| +0.9% | +$256K | 0.94% | 17 |
|
|
2023
Q1 | $28.5M | Buy |
174,634
+4,118
| +2% | +$672K | 1.05% | 17 |
|
|
2022
Q4 | $30.6M | Sell |
170,516
-705
| -0.4% | -$127K | 1.21% | 16 |
|
|
2022
Q3 | $24.6M | Buy |
171,221
+18,775
| +12% | +$2.7M | 1.05% | 16 |
|
|
2022
Q2 | $22.1M | Buy |
152,446
+7,777
| +5% | +$1.13M | 0.91% | 19 |
|
|
2022
Q1 | $23.6M | Buy |
144,669
+9,068
| +7% | +$1.48M | 0.85% | 22 |
|
|
2021
Q4 | $15.9M | Buy |
135,601
+4,080
| +3% | +$479K | 0.58% | 40 |
|
|
2021
Q3 | $13.3M | Buy |
131,521
+638
| +0.5% | +$64.7K | 0.55% | 41 |
|
|
2021
Q2 | $13.7M | Sell |
130,883
-915
| -0.7% | -$95.8K | 0.57% | 39 |
|
|
2021
Q1 | $13.8M | Buy |
131,798
+5,331
| +4% | +$559K | 0.62% | 37 |
|
|
2020
Q4 | $10.7M | Sell |
126,467
-1,836
| -1% | -$155K | 0.53% | 46 |
|
|
2020
Q3 | $9.24M | Sell |
128,303
-1,487
| -1% | -$107K | 0.53% | 47 |
|
|
2020
Q2 | $11.6M | Buy |
129,790
+2,071
| +2% | +$185K | 0.73% | 29 |
|
|
2020
Q1 | $9.25M | Buy |
127,719
+2,505
| +2% | +$181K | 0.71% | 32 |
|
|
2019
Q4 | $15.1M | Sell |
125,214
-4,620
| -4% | -$557K | 0.96% | 22 |
|
|
2019
Q3 | $15.4M | Buy |
129,834
+1,503
| +1% | +$178K | 1.07% | 21 |
|
|
2019
Q2 | $16M | Sell |
128,331
-2,840
| -2% | -$353K | 1.14% | 21 |
|
|
2019
Q1 | $16.2M | Sell |
131,171
-7,785
| -6% | -$959K | 1.19% | 17 |
|
|
2018
Q4 | $15.1M | Buy |
138,956
+758
| +0.5% | +$82.5K | 1.25% | 16 |
|
|
2018
Q3 | $16.9M | Sell |
138,198
-267
| -0.2% | -$32.6K | 1.23% | 16 |
|
|
2018
Q2 | $17.5M | Buy |
138,465
+1,103
| +0.8% | +$139K | 1.37% | 12 |
|
|
2018
Q1 | $15.7M | Buy |
137,362
+389
| +0.3% | +$44.4K | 1.28% | 14 |
|
|
2017
Q4 | $17.1M | Buy |
136,973
+2,363
| +2% | +$296K | 1.46% | 10 |
|
|
2017
Q3 | $15.8M | Buy |
134,610
+583
| +0.4% | +$68.5K | 1.47% | 9 |
|
|
2017
Q2 | $14M | Sell |
134,027
-913
| -0.7% | -$95.3K | 1.35% | 11 |
|
|
2017
Q1 | $14.5M | Sell |
134,940
-14,091
| -9% | -$1.51M | 1.45% | 10 |
|
|
2016
Q4 | $17.5M | Sell |
149,031
-41
| -0% | -$4.83K | 1.86% | 7 |
|
|
2016
Q3 | $15.3M | Sell |
149,072
-1,190
| -0.8% | -$122K | 1.74% | 5 |
|
|
2016
Q2 | $15.8M | Sell |
150,262
-4,098
| -3% | -$430K | 1.8% | 4 |
|
|
2016
Q1 | $14.7M | Buy |
154,360
+502
| +0.3% | +$47.9K | 1.72% | 6 |
|
|
2015
Q4 | $13.8M | Sell |
153,858
-2,336
| -1% | -$210K | 1.62% | 7 |
|
|
2015
Q3 | $12.3M | Sell |
156,194
-5,683
| -4% | -$448K | 1.51% | 8 |
|
|
2015
Q2 | $15.6M | Buy |
161,877
+1,471
| +0.9% | +$142K | 1.74% | 4 |
|
|
2015
Q1 | $16.8M | Sell |
160,406
-419
| -0.3% | -$44K | 1.87% | 3 |
|
|
2014
Q4 | $18M | Buy |
160,825
+1,784
| +1% | +$200K | 2.02% | 3 |
|
|
2014
Q3 | $19M | Sell |
159,041
-772
| -0.5% | -$92.1K | 2.18% | 3 |
|
|
2014
Q2 | $20.9M | Sell |
159,813
-291
| -0.2% | -$38K | 2.34% | 3 |
|
|
2014
Q1 | $19M | Buy |
160,104
+3,427
| +2% | +$407K | 2.23% | 2 |
|
|
2013
Q4 | $19.6M | Buy |
156,677
+1,315
| +0.8% | +$164K | 2.36% | 2 |
|
|
2013
Q3 | $18.9M | Buy |
155,362
+10,363
| +7% | +$1.26M | 2.53% | 2 |
|
|
2013
Q2 | $17.2M | Buy |
+144,999
| New | +$17.2M | 2.48% | 2 |
|