Fountainhead AM’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 | $633K | Buy |
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|
2025
Q2 | $570K | Sell |
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|
2025
Q1 | $683K | Buy |
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|
2024
Q4 | $500K | Buy |
|
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|
2024
Q3 | $353K | Sell |
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|
2024
Q2 | $391K | Buy |
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|
2024
Q1 | $340K | Sell |
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|
2023
Q4 | $333K | Buy |
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|
2023
Q3 | $344K | Sell |
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|
2023
Q2 | $461K | Sell |
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|
2023
Q1 | $484K | Buy |
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|
2022
Q4 | $530K | Buy |
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|
2022
Q3 | $423K | Buy |
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|
2022
Q2 | $424K | Sell |
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|
2022
Q1 | $602K | Sell |
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|
2021
Q4 | $594K | Buy |
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|
2021
Q3 | $432K | Buy |
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|
2021
Q2 | $379K | Hold |
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|
2021
Q1 | $379K | Sell |
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|
2020
Q4 | $398K | Buy |
|