Winthrop Advisory 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
Q3 | $827K | Buy |
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|
2025
Q2 | $735K | Buy |
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|
2025
Q1 | $765K | Sell |
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|
2024
Q4 | $684K | Buy |
|
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|
2024
Q3 | $634K | Buy |
|
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|
2024
Q2 | $673K | Buy |
|
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|
2024
Q1 | $629K | Sell |
|
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|
2023
Q4 | $661K | Buy |
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|
2023
Q3 | $612K | Sell |
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|
2023
Q2 | $574K | Buy |
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|
2023
Q1 | $558K | Buy |
|
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|
2022
Q4 | $609K | Hold |
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|
2022
Q3 | $488K | Buy |
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|
2022
Q2 | $489K | Buy |
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|
2022
Q1 | $545K | Buy |
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|
2021
Q4 | $390K | Sell |
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|
2021
Q3 | $339K | Buy |
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|
2021
Q2 | $347K | Sell |
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|
2021
Q1 | $414K | Buy |
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|
2020
Q4 | $309K | Sell |
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|
2020
Q3 | $262K | Sell |
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|
2020
Q2 | $373K | Sell |
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|
2020
Q1 | $360K | Buy |
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|
2019
Q4 | $557K | Sell |
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|
2019
Q3 | $557K | Sell |
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|
2019
Q2 | $612K | Sell |
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|
2019
Q1 | $625K | Buy |
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|
2018
Q4 | $527K | Buy |
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|
2018
Q3 | $591K | Sell |
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|
2018
Q2 | $626K | Buy |
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|
2018
Q1 | $581K | Sell |
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|
2017
Q4 | $638K | Buy |
|