AFT Forsyth & Company’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 | $262K | Hold |
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|
2025
Q2 | $242K | Sell |
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|
2025
Q1 | $345K | Hold |
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|
2024
Q4 | $299K | Sell |
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|
2024
Q3 | $319K | Hold |
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|
2024
Q2 | $339K | Hold |
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|
2024
Q1 | $342K | Hold |
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|
2023
Q4 | $324K | Sell |
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|
2023
Q3 | $378K | Hold |
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|
2023
Q2 | $353K | Sell |
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|
2023
Q1 | $418K | Buy |
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|
2022
Q4 | $432K | Buy |
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|
2022
Q3 | $332K | Buy |
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|
2022
Q2 | $305K | Buy |
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|
2022
Q1 | $299K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $332K | Hold |
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|
2019
Q3 | $327K | Hold |
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|
2019
Q2 | $343K | Hold |
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|
2019
Q1 | $339K | Hold |
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|
2018
Q4 | $300K | Sell |
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|
2018
Q3 | $354K | Hold |
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|
2018
Q2 | $367K | Hold |
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|
2018
Q1 | $331K | Sell |
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|
2017
Q4 | $431K | Buy |
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|
2013
Q3 | $595K | Hold |
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|
2013
Q2 | $579K | Buy |
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