Geller Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $324K | Hold |
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|
2024
Q3 | $330K | Sell |
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|
2024
Q2 | $413K | Sell |
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|
2024
Q1 | $439K | Sell |
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|
2023
Q4 | $454K | Buy |
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|
2023
Q3 | $365K | Buy |
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|
2023
Q2 | $332K | Sell |
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|
2023
Q1 | $356K | Buy |
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|
2022
Q4 | $240K | Sell |
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|
2022
Q3 | $231K | Sell |
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|
2022
Q2 | $286K | Buy |
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|
2022
Q1 | $314K | Buy |
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|
2021
Q4 | $210K | Buy |
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