Frisch Financial Group’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 | $609K | Sell |
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|
2025
Q2 | $767K | Buy |
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|
2025
Q1 | $589K | Buy |
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|
2024
Q4 | $422K | Buy |
|
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|
2024
Q3 | $335K | Buy |
|
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|
2024
Q2 | $353K | Sell |
|
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|
2024
Q1 | $452K | Buy |
|
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|
2023
Q4 | $352K | Buy |
|
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|
2023
Q3 | $374K | Sell |
|
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|
2023
Q2 | $392K | Sell |
|
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|
2023
Q1 | $470K | Buy |
|
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|
2022
Q4 | $418K | Buy |
|
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|
2022
Q3 | $333K | Buy |
|
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|
2022
Q2 | $334K | Buy |
|
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|
2022
Q1 | $373K | Sell |
|
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|
2021
Q4 | $408K | Buy |
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|
2021
Q3 | $249K | Buy |
|
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|
2021
Q2 | $243K | Sell |
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|
2021
Q1 | $468K | Sell |
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|
2020
Q4 | $385K | Buy |
|