FirstPurpose Wealth’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
$655K Buy
2023
Q4
$458K Buy
2023
Q3
$511K Buy
2023
Q2
$477K Buy
2023
Q1
$443K Sell
2022
Q4
$532K Buy
2022
Q3
$395K Buy
2022
Q2
$381K Sell
2022
Q1
$429K Buy
2021
Q4
$214K Buy