Alera Investment Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $483K | Sell |
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|
2024
Q2 | $590K | Sell |
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|
2024
Q1 | $988K | Buy |
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|
2023
Q4 | $897K | Sell |
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|
2023
Q3 | $1.09M | Buy |
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|
2023
Q2 | $1.01M | Buy |
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|
2023
Q1 | $833K | Buy |
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|
2022
Q4 | $907K | Buy |
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|
2022
Q3 | $265K | Buy |
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|
2022
Q2 | $245K | Sell |
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|
2022
Q1 | $283K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $238K | Buy |
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|
2019
Q1 | $232K | Sell |
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|
2018
Q4 | $315K | Buy |
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