Coulter & Justus Financial Services’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$297K Buy
2023
Q3
$301K Hold
2023
Q2
$281K Buy
2023
Q1
$290K Sell
2022
Q4
$345K Buy
2022
Q3
$254K Buy
2022
Q2
$256K Buy
2022
Q1
Sell
2021
Q4
$206K Buy