Bard Financial Services’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 | $10.5M | Buy |
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|
2025
Q2 | $9.05M | Buy |
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|
2025
Q1 | $10.5M | Buy |
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|
2024
Q4 | $9.09M | Buy |
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|
2024
Q3 | $9.21M | Sell |
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|
2024
Q2 | $11.4M | Buy |
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|
2024
Q1 | $11.1M | Buy |
|
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|
2023
Q4 | $10.3M | Buy |
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|
2023
Q3 | $11.6M | Buy |
|
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|
2023
Q2 | $10.5M | Sell |
|
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|
2023
Q1 | $11M | Buy |
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|
2022
Q4 | $12M | Buy |
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|
2022
Q3 | $9.42M | Buy |
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|
2022
Q2 | $9.26M | Buy |
|
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|
2022
Q1 | $10.4M | Buy |
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|
2021
Q4 | $7.21M | Buy |
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|
2021
Q3 | $5.61M | Buy |
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|
2021
Q2 | $5.77M | Buy |
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|
2021
Q1 | $5.33M | Buy |
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|
2020
Q4 | $3.89M | Buy |
|