Cooper Financial Group’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 | $2.61M | Sell |
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|
2025
Q2 | $2.42M | Sell |
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|
2025
Q1 | $3.17M | Buy |
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|
2024
Q4 | $2.56M | Sell |
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|
2024
Q3 | $2.63M | Sell |
|
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|
2024
Q2 | $3.12M | Buy |
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|
2024
Q1 | $2.83M | Buy |
|
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|
2023
Q4 | $2.63M | Sell |
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|
2023
Q3 | $3.02M | Buy |
|
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|
2023
Q2 | $2.8M | Buy |
|
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|
2023
Q1 | $1.95M | Buy |
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|
2022
Q4 | $1.88M | Buy |
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|
2022
Q3 | $1.38M | Buy |
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|
2022
Q2 | $1.33M | Buy |
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|
2022
Q1 | $1.49M | Buy |
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|
2021
Q4 | $1.06M | Sell |
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|
2021
Q3 | $940K | Sell |
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|
2021
Q2 | $976K | Buy |
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|
2021
Q1 | $955K | Sell |
|
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|
2020
Q4 | $1.38M | Buy |
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|
2020
Q3 | $762K | Sell |
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|
2020
Q2 | $958K | Buy |
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|
2020
Q1 | $765K | Buy |
|
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|
2019
Q4 | $337K | Buy |
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|
2019
Q3 | $287K | Sell |
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|
2019
Q2 | $306K | Buy |
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