Coston McIsaac & Partners’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 | $137K | Buy |
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|
2025
Q1 | $160K | Buy |
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|
2024
Q4 | $91K | Buy |
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|
2024
Q3 | $92 | Buy |
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|
2024
Q2 | $98K | Hold |
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|
2024
Q1 | $99K | Buy |
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|
2023
Q4 | $91K | Sell |
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|
2023
Q3 | $153K | Buy |
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|
2023
Q2 | $95K | Buy |
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|
2023
Q1 | $98K | Buy |
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|
2022
Q4 | $106 | Sell |
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|
2022
Q3 | $152K | Buy |
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|
2022
Q2 | $153K | Buy |
|