BMS 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
2023
Q2
$622K Sell
2023
Q1
$894K Buy
2022
Q4
$980K Sell
2022
Q3
$807K Sell
2022
Q2
$832K Buy
2022
Q1
$877K Buy
2021
Q4
$595K Buy