Cooper/Haims Advisors’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 | $972K | Buy |
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|
2025
Q2 | $881K | Buy |
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|
2025
Q1 | $1.02M | Sell |
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|
2024
Q4 | $885K | Buy |
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|
2024
Q3 | $900K | Sell |
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|
2024
Q2 | $988K | Sell |
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|
2024
Q1 | $1.01M | Buy |
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|
2023
Q4 | $941K | Sell |
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|
2023
Q3 | $1.07M | Buy |
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|
2023
Q2 | $960K | Sell |
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|
2023
Q1 | $1.01M | Sell |
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|
2022
Q4 | $1.18M | Buy |
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|
2022
Q3 | $915K | Sell |
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|
2022
Q2 | $939K | Buy |
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|
2022
Q1 | $1.05M | Sell |
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|
2021
Q4 | $767K | Sell |
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|
2021
Q3 | $673K | Sell |
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|
2021
Q2 | $709K | Sell |
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|
2021
Q1 | $714K | Sell |
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|
2020
Q4 | $580K | Sell |
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|
2020
Q3 | $511K | Sell |
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|
2020
Q2 | $634K | Sell |
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|
2020
Q1 | $527K | Sell |
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|
2019
Q4 | $887K | Buy |
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|
2019
Q3 | $845K | Hold |
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|
2019
Q2 | $887K | Buy |
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|
2019
Q1 | $874K | Sell |
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|
2018
Q4 | $791K | Sell |
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|
2018
Q3 | $889K | Buy |
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|
2018
Q2 | $919K | Sell |
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|
2018
Q1 | $899K | Buy |
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|
2017
Q4 | $976K | Buy |
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