Berger Financial Group’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 | $633K | Buy |
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|
2025
Q2 | $570K | Sell |
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|
2025
Q1 | $739K | Buy |
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|
2024
Q4 | $627K | Sell |
|
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|
2024
Q3 | $654K | Buy |
|
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|
2024
Q2 | $603K | Buy |
|
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|
2024
Q1 | $521K | Buy |
|
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|
2023
Q4 | $483K | Buy |
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|
2023
Q3 | $541K | Buy |
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|
2023
Q2 | $504K | Buy |
|
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|
2023
Q1 | $522K | Buy |
|
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|
2022
Q4 | $540K | Sell |
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|
2022
Q3 | $460K | Sell |
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|
2022
Q2 | $522K | Buy |
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|
2022
Q1 | $495K | Buy |
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|
2021
Q4 | $264K | Buy |
|