Curran Financial 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
Q3 | $1.03M | Sell |
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|
2025
Q2 | $964K | Buy |
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|
2025
Q1 | $1.12M | Buy |
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|
2024
Q4 | $955K | Buy |
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|
2024
Q3 | $939K | Sell |
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|
2024
Q2 | $1.04M | Buy |
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|
2024
Q1 | $1.02M | Sell |
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|
2023
Q4 | $979K | Buy |
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|
2023
Q3 | $1.13M | Buy |
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|
2023
Q2 | $1.02M | Buy |
|
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|
2023
Q1 | $1.02M | Buy |
|
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|
2022
Q4 | $1.08M | Sell |
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|
2022
Q3 | $923K | Buy |
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|
2022
Q2 | $927K | Buy |
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|
2022
Q1 | $575K | Sell |
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|
2021
Q4 | $416K | Buy |
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|
2021
Q3 | $315K | Buy |
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|
2021
Q2 | $319K | Buy |
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|
2021
Q1 | $304K | Hold |
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|
2020
Q4 | $245K | Buy |
|