Cladis 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $842K | Buy |
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|
2025
Q2 | $611K | Buy |
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|
2025
Q1 | $632K | Buy |
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|
2024
Q4 | $540K | Sell |
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|
2024
Q3 | $584K | Hold |
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|
2024
Q2 | $620K | Sell |
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|
2024
Q1 | $636K | Buy |
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|
2023
Q4 | $565K | Sell |
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|
2023
Q3 | $647K | Sell |
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|
2023
Q2 | $651K | Hold |
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|
2023
Q1 | $675K | Buy |
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|
2022
Q4 | $706K | Sell |
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|
2022
Q3 | $594K | Hold |
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|
2022
Q2 | $599K | Sell |
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|
2022
Q1 | $714K | Buy |
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|
2021
Q4 | $505K | Buy |
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