WoodTrust Financial’s Chevron CVX Stock Holding History

WoodTrust Financial’s Portfolio CVX Stock Details CVX Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$6.72M	Buy	46,912 +2,611	+6%	+$374K	0.85%	36
2025 Q1	$7.41M	Buy	44,301 +3,445	+8%	+$576K	1.04%	32
2024 Q4	$5.92M	Sell	40,856 -1,088	-3%	-$158K	0.83%	35
2024 Q3	$6.18M	Buy	41,944 +1,612	+4%	+$237K	0.88%	33
2024 Q2	$6.31M	Buy	40,332 +278	+0.7%	+$43.5K	0.98%	29
2024 Q1	$6.32K	Buy	40,054 +3,108	+8%	+$490	1%	31
2023 Q4	$5.51M	Sell	36,946 -2,033	-5%	-$303K	0.94%	32
2023 Q3	$6.57M	Buy	38,979 +89	+0.2%	+$15K	1.26%	28
2023 Q2	$6.12M	Buy	38,890 +786	+2%	+$124K	1.13%	29
2023 Q1	$6.22M	Buy	38,104 +155	+0.4%	+$25.3K	1.21%	31
2022 Q4	$6.81M	Sell	37,949 -2,236	-6%	-$401K	1.41%	24
2022 Q3	$5.77M	Buy	40,185 +726	+2%	+$104K	1.3%	26
2022 Q2	$5.71M	Sell	39,459 -306	-0.8%	-$44.3K	1.28%	27
2022 Q1	$6.48M	Sell	39,765 -828	-2%	-$135K	1.31%	27
2021 Q4	$4.76M	Buy	40,593 +2,069	+5%	+$243K	0.99%	33
2021 Q3	$3.91M	Buy	38,524 +6,369	+20%	+$646K	0.92%	39
2021 Q2	$3.37M	Buy	32,155 +633	+2%	+$66.3K	0.89%	38
2021 Q1	$3.3M	Buy	31,522 +568	+2%	+$59.5K	0.97%	37
2020 Q4	$2.61M	Buy	30,954 +1,907	+7%	+$161K	0.82%	37
2020 Q3	$2.09M	Buy	29,047 +758	+3%	+$54.6K	0.76%	38
2020 Q2	$2.52M	Buy	28,289 +7,076	+33%	+$631K	1.01%	33
2020 Q1	$1.54M	Sell	21,213 -18,201	-46%	-$1.32M	0.72%	37
2019 Q4	$4.75M	Sell	39,414 -85	-0.2%	-$10.2K	1.87%	20
2019 Q3	$4.69M	Buy	39,499 +739	+2%	+$87.7K	2.02%	18
2019 Q2	$4.82M	Buy	38,760 +1,503	+4%	+$187K	2.17%	16
2019 Q1	$4.59M	Buy	37,257 +6,833	+22%	+$842K	2.19%	17
2018 Q4	$3.31M	Buy	30,424 +11,537	+61%	+$1.26M	1.87%	20
2018 Q3	$2.31M	Buy	18,887 +711	+4%	+$87K	1.12%	34
2018 Q2	$2.3M	Sell	18,176 -724	-4%	-$91.5K	1.21%	31
2018 Q1	$2.16M	Buy	18,900 +174	+0.9%	+$19.8K	1.16%	34
2017 Q4	$2.34M	Buy	+18,726	New	+$2.34M	1.25%	33