Clark Financial Services Group’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
$410K Buy
2025
Q2
$345K Buy
2025
Q1
$398K Buy
2024
Q4
$342K Sell
2024
Q3
$351K Buy
2024
Q2
$372K Sell
2024
Q1
$629K Sell
2023
Q4
$605K Sell
2023
Q3
$687K Sell
2023
Q2
$661K Sell
2023
Q1
$687K Sell
2022
Q4
$756K Sell
2022
Q3
$613K Buy
2022
Q1
$699K Sell
2021
Q4
$510K Sell
2021
Q3
$443K Buy
2021
Q2
$406K Buy
2021
Q1
$392K Buy
2020
Q2
$624K Buy