Financial & Tax Architects’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 | $7.7M | Buy |
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|
2025
Q2 | $6.57M | Buy |
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|
2025
Q1 | $7.2M | Buy |
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|
2024
Q4 | $6.07M | Buy |
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|
2024
Q3 | $5.71M | Buy |
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|
2024
Q2 | $5.9M | Buy |
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|
2024
Q1 | $5.71M | Buy |
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|
2023
Q4 | $5.18M | Buy |
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|
2023
Q3 | $5.45M | Buy |
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|
2023
Q2 | $4.87M | Buy |
|
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|
2023
Q1 | $4.86M | Buy |
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|
2022
Q4 | $5.07M | Sell |
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|
2022
Q3 | $4.34M | Buy |
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|
2022
Q2 | $3.92M | Sell |
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|
2022
Q1 | $4.67M | Sell |
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|
2021
Q4 | $4.03M | Buy |
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|
2021
Q3 | $3.42M | Buy |
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|
2021
Q2 | $3.25M | Buy |
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|
2021
Q1 | $3.01M | Buy |
|