Capasso Planning Partners’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 | $332K | Sell |
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|
2025
Q2 | $377K | Sell |
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|
2025
Q1 | $503K | Sell |
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|
2024
Q4 | $496K | Sell |
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|
2024
Q3 | $761K | Sell |
|
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|
2024
Q2 | $1.19M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $234K | Buy |
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|
2023
Q1 | $209K | Sell |
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|
2022
Q4 | $281K | Sell |
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|
2022
Q3 | $257K | Buy |
|