Copperwynd Financial’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 | $834K | Buy |
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|
2025
Q1 | $946K | Buy |
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|
2024
Q4 | $731K | Sell |
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|
2024
Q3 | $747K | Sell |
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|
2024
Q2 | $820K | Buy |
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|
2024
Q1 | $696K | Sell |
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|
2023
Q4 | $854K | Buy |
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|
2023
Q3 | $926K | Sell |
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|
2023
Q2 | $888K | Sell |
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|
2023
Q1 | $2.44M | Buy |
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|
2022
Q4 | $2.47M | Sell |
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|
2022
Q3 | $2.15M | Sell |
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|
2022
Q2 | $2.21M | Sell |
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|
2022
Q1 | $2.52M | Buy |
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|
2021
Q4 | $735K | Buy |
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|
2021
Q3 | $547K | Buy |
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|
2021
Q2 | $541K | Buy |
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|
2021
Q1 | $529K | Buy |
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|
2020
Q4 | $293K | Sell |
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|
2020
Q3 | $310K | Sell |
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|
2020
Q2 | $393K | Sell |
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|
2020
Q1 | $378K | Buy |
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|
2019
Q4 | $605K | Buy |
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|
2019
Q3 | $581K | Buy |
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|
2019
Q2 | $493K | Buy |
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|
2019
Q1 | $471K | Buy |
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|
2018
Q4 | $389K | Buy |
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|
2018
Q3 | $397K | Buy |
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|
2018
Q2 | $398K | Buy |
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|
2018
Q1 | $352K | Buy |
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|
2017
Q4 | $348K | Buy |
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