Global Retirement Partners’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 | $8.68M | Buy |
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|
2024
Q4 | $8.2M | Sell |
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|
2024
Q3 | $8.34M | Buy |
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|
2024
Q2 | $8.79M | Buy |
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|
2024
Q1 | $7.51M | Buy |
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|
2023
Q4 | $6.54M | Buy |
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|
2023
Q3 | $7.23M | Buy |
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|
2023
Q2 | $6.92M | Buy |
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|
2023
Q1 | $6.78M | Buy |
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|
2022
Q4 | $5.73M | Buy |
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|
2022
Q3 | $4.61M | Buy |
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|
2022
Q2 | $3.53M | Buy |
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|
2022
Q1 | $4.21M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $1.98M | Buy |
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|
2021
Q2 | $1.76M | Sell |
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|
2021
Q1 | $1.9M | Buy |
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|
2020
Q4 | $1.47M | Buy |
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|
2020
Q3 | $1.19M | Buy |
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|
2020
Q2 | $1.37M | Buy |
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|
2020
Q1 | $1.1M | Sell |
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|
2019
Q4 | $2.08M | Buy |
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|
2019
Q3 | $1.9M | Buy |
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|
2019
Q2 | $1.17M | Buy |
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|
2019
Q1 | $763K | Buy |
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|
2018
Q4 | $615K | Buy |
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|
2018
Q3 | $597K | Buy |
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|
2018
Q2 | $611K | Buy |
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|
2018
Q1 | $489K | Sell |
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|
2017
Q4 | $606K | Buy |
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|
2017
Q3 | $254K | Buy |
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|
2017
Q2 | $210K | Buy |
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|
2017
Q1 | $194K | Sell |
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|
2016
Q4 | $214K | Buy |
|