Client 1st Advisory Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $876K | Sell |
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|
2025
Q4 | $675K | Buy |
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|
2025
Q3 | $597K | Buy |
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|
2025
Q2 | $538K | Sell |
|
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|
2025
Q1 | $761K | Buy |
|
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|
2024
Q4 | $659K | Buy |
|
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|
2024
Q3 | $618K | Buy |
|
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|
2024
Q2 | $561K | Buy |
|
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|
2024
Q1 | $305K | Sell |
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|
2023
Q4 | $307K | Sell |
|
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|
2023
Q3 | $593K | Sell |
|
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|
2023
Q2 | $557K | Buy |
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|
2023
Q1 | $574K | Buy |
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|
2022
Q4 | $512K | Sell |
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|
2022
Q3 | $511K | Buy |
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|
2022
Q2 | $478K | Hold |
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|
2022
Q1 | $538K | Buy |
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|
2021
Q4 | $213K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $205K | Buy |
|