Claris Advisors’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 | $353K | Hold |
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|
2025
Q2 | $353K | Buy |
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|
2025
Q1 | $378K | Sell |
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|
2024
Q4 | $334K | Buy |
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|
2024
Q3 | $285K | Hold |
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|
2024
Q2 | $302K | Sell |
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|
2024
Q1 | $317K | Hold |
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|
2023
Q4 | $300K | Hold |
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|
2023
Q3 | $339K | Hold |
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|
2023
Q2 | $317K | Hold |
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|
2023
Q1 | $328K | Sell |
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|
2022
Q4 | $386K | Hold |
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|
2022
Q3 | $309K | Sell |
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|
2022
Q2 | $319K | Buy |
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|
2022
Q1 | $350K | Buy |
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|
2021
Q4 | $251K | Buy |
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