Global Financial Private Client’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 | $3.48M | Buy |
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|
2025
Q1 | $3.59M | Buy |
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|
2024
Q4 | $3.1M | Buy |
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|
2024
Q3 | $3.12M | Buy |
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|
2024
Q2 | $3.27M | Sell |
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|
2024
Q1 | $3.35M | Buy |
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|
2023
Q4 | $3.02M | Buy |
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|
2023
Q3 | $3.26M | Sell |
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|
2023
Q2 | $3.1M | Sell |
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|
2023
Q1 | $3.53M | Buy |
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|
2022
Q4 | $3.5M | Buy |
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|
2022
Q3 | $2.71M | Buy |
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|
2022
Q2 | $2.58M | Buy |
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|
2022
Q1 | $2.81M | Buy |
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|
2021
Q4 | $1.52M | Buy |
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|
2021
Q3 | $1.34M | Buy |
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|
2021
Q2 | $1.26M | Buy |
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|
2021
Q1 | $718K | Buy |
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|
2020
Q4 | $548K | Sell |
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|
2020
Q3 | $486K | Sell |
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|
2020
Q2 | $634K | Buy |
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|
2020
Q1 | $488K | Buy |
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|
2019
Q4 | $318K | Buy |
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