Bromfield Sneider Wealth 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
Q1
$37.1K Hold
2023
Q4
$35.1K Hold
2023
Q3
$39.6K Sell
2023
Q2
$61.4K Hold
2023
Q1
$63.6K Hold
2022
Q4
$70K Hold
2022
Q3
$56K Hold
2022
Q2
$56K Sell
2022
Q1
$129K Buy