Concourse Financial Group Securities’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $3.2M | Sell |
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|
2024
Q3 | $3.02M | Sell |
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|
2024
Q2 | $3.46M | Sell |
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|
2024
Q1 | $3.6M | Buy |
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|
2023
Q4 | $3.3M | Sell |
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|
2023
Q3 | $3.76M | Buy |
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|
2023
Q2 | $3.41M | Sell |
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|
2023
Q1 | $3.83M | Buy |
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|
2022
Q4 | $4.05M | Buy |
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|
2022
Q3 | $3.13M | Sell |
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|
2022
Q2 | $3.25M | Sell |
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|
2022
Q1 | $3.87M | Sell |
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|
2021
Q4 | $3.04M | Sell |
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|
2021
Q3 | $2.9M | Buy |
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|
2021
Q2 | $2.77M | Buy |
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|
2021
Q1 | $2.53M | Buy |
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|
2020
Q4 | $1.55M | Sell |
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|
2020
Q3 | $1.59M | Sell |
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|
2020
Q2 | $2.02M | Buy |
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|
2020
Q1 | $1.62M | Sell |
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|
2019
Q4 | $2.71M | Buy |
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|
2019
Q3 | $500K | Sell |
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|
2019
Q2 | $3.4M | Buy |
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|
2019
Q1 | $2.98M | Sell |
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|
2018
Q4 | $2.92M | Buy |
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|
2018
Q3 | $1.56M | Buy |
|