Franklin, Parlapiano, Turner & Welch’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $251K | Hold |
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|
2024
Q4 | $218K | Sell |
|
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|
2024
Q3 | $277K | Hold |
|
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|
2024
Q2 | $294K | Hold |
|
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|
2024
Q1 | $297K | Hold |
|
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|
2023
Q4 | $280K | Hold |
|
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|
2023
Q3 | $317K | Hold |
|
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|
2023
Q2 | $296K | Sell |
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|
2023
Q1 | $368K | Hold |
|
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|
2022
Q4 | $405K | Hold |
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|
2022
Q3 | $324K | Hold |
|
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|
2022
Q2 | $326K | Sell |
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|
2022
Q1 | $479K | Sell |
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|
2021
Q4 | $555K | Sell |
|
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|
2021
Q3 | $528K | Sell |
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|
2021
Q2 | $813K | Buy |
|
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|
2021
Q1 | $774K | Hold |
|
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|
2020
Q4 | $624K | Sell |
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|
2020
Q3 | $546K | Sell |
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|
2020
Q2 | $850K | Buy |
|
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|
2017
Q2 | – | Sell |
|
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|
2017
Q1 | $44K | Hold |
|
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|
2016
Q4 | $48K | Hold |
|
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|
2016
Q3 | $42K | Hold |
|
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|
2016
Q2 | $43K | Sell |
|
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|
2016
Q1 | $191K | Hold |
|
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|
2015
Q4 | $180K | Hold |
|
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|
2015
Q3 | $158K | Buy |
|
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|
2014
Q2 | – | Sell |
|
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|
2014
Q1 | $208K | Buy |
|
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|
2013
Q4 | $209K | Buy |
|