Compass Financial Group (South Dakota)’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 | $352K | Buy |
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|
2025
Q2 | $323K | Buy |
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|
2025
Q1 | $376K | Buy |
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|
2024
Q4 | $310K | Buy |
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|
2024
Q3 | $314K | Buy |
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|
2024
Q2 | $332K | Buy |
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|
2024
Q1 | $333K | Buy |
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|
2023
Q4 | $310K | Sell |
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|
2023
Q3 | $353K | Buy |
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|
2023
Q2 | $309K | Sell |
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|
2023
Q1 | $321K | Sell |
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|
2022
Q4 | $355K | Buy |
|