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
Q2
$323K Buy
2025
Q1
$376K Buy
2024
Q4
$310K Buy
2024
Q3
$314K Buy
2024
Q2
$332K Buy
2024
Q1
$333K Buy
2023
Q4
$310K Sell
2023
Q3
$353K Buy
2023
Q2
$309K Sell
2023
Q1
$321K Sell
2022
Q4
$355K Buy