Barnes Pettey Financial Advisors’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 | $583K | Buy |
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|
2025
Q2 | $451K | Buy |
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|
2025
Q1 | $500K | Sell |
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|
2024
Q4 | $435K | Hold |
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|
2024
Q3 | $443K | Sell |
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|
2024
Q2 | $473K | Hold |
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|
2024
Q1 | $477K | Sell |
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|
2023
Q4 | $565K | Hold |
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|
2023
Q3 | $639K | Sell |
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|
2023
Q2 | $603K | Buy |
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|
2023
Q1 | $540K | Buy |
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|
2022
Q4 | $586K | Sell |
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|
2022
Q3 | $489K | Sell |
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|
2022
Q2 | $499K | Buy |
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|
2022
Q1 | $516K | Sell |
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|
2021
Q4 | $395K | Buy |
|