Charles Schwab Investment Advisory’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $394K | Buy |
|
|||||
|
2023
Q4 | $289K | Buy |
|
|||||
|
2023
Q3 | $277K | Buy |
|
|||||
|
2023
Q2 | $248K | Sell |
|
|||||
|
2023
Q1 | $273K | Buy |
|
|||||
|
2022
Q4 | $277K | Sell |
|
|||||
|
2022
Q3 | $238K | Sell |
|
|||||
|
2022
Q2 | $270K | Buy |
|
|||||
|
2022
Q1 | $286K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $468M | Buy |
|
|||||
|
2019
Q3 | $439M | Buy |
|
|||||
|
2019
Q2 | $445M | Buy |
|
|||||
|
2019
Q1 | $426M | Buy |
|
|||||
|
2018
Q4 | $366M | Buy |
|
|||||
|
2018
Q3 | $404M | Buy |
|
|||||
|
2018
Q2 | $414M | Buy |
|