Clear Perspectives Financial Planning’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$74.6K Hold
2022
Q4
$82K Sell
2022
Q3
$67K Sell
2022
Q2
$136K Hold
2022
Q1
$153K Hold
2021
Q4
$111K Hold
2021
Q3
$96K Hold
2021
Q2
$99K Buy