Detalus Advisors’s Chevron CVX Stock Holding History

Detalus Advisors’s Portfolio CVX Stock Details CVX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$241K	Buy
2024 Q3	–	Sell
2024 Q2	$202K	Buy
2024 Q1	–	Sell
2023 Q4	$250K	Buy
2023 Q3	$217K	Buy
2023 Q2	$202K	Buy
2023 Q1	$208K	Buy
2022 Q4	$228K	Buy
2020 Q1	–	Sell
2019 Q4	$405K	Buy