Consolidated Planning Corp’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 | $224K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $5.46M | Buy |
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|
2024
Q1 | $5.28M | Buy |
|
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|
2023
Q4 | $4.44M | Buy |
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|
2023
Q3 | $4.78M | Buy |
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|
2023
Q2 | $4.27M | Buy |
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|
2023
Q1 | $4.2M | Buy |
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|
2022
Q4 | $4.22M | Buy |
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|
2022
Q3 | $3.25M | Buy |
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|
2022
Q2 | $3.15M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $50K | Buy |
|