Charles Carroll Financial Partners’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$507K Sell
2023
Q3
$1.15M Hold
2023
Q2
$1.07M Sell
2023
Q1
$1.13M Sell
2022
Q4
$1.26M Hold
2022
Q3
$1.01M Hold
2022
Q2
$1.01M Buy