Fiduciary Alliance’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
$3.12M Sell
2025
Q2
$2.9M Buy
2025
Q1
$2.72M Sell
2024
Q4
$2.43M Sell
2024
Q3
$3.17M Sell
2024
Q2
$9.61M Buy
2024
Q1
$9.09M Sell
2023
Q4
$8.75M Buy
2023
Q3
$8.92M Buy
2023
Q2
$8.02M Buy
2023
Q1
$7.03M Buy
2022
Q4
$7.29M Buy