Compass Financial Advisors’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$1.26M Sell
2022
Q4
$1.47M Sell
2022
Q3
$1.19M Sell
2022
Q2
$1.2M Sell
2022
Q1
$1.37M Buy
2021
Q4
$907K Buy