GA
Goldstein Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,206
| Closed | -$202K | – | 211 |
|
|
2025
Q1 | $202K | Buy |
+1,206
| New | +$202K | 0.03% | 181 |
|
|
2024
Q4 | – | Sell |
-2,018
| Closed | -$297K | – | 204 |
|
|
2024
Q3 | $297K | Sell |
2,018
-34
| -2% | -$5.01K | 0.05% | 130 |
|
|
2024
Q2 | $321K | Buy |
2,052
+675
| +49% | +$106K | 0.05% | 107 |
|
|
2024
Q1 | $217K | Buy |
+1,377
| New | +$217K | 0.04% | 147 |
|
|
2023
Q1 | – | Sell |
-1,206
| Closed | -$216K | – | 163 |
|
|
2022
Q4 | $216K | Buy |
+1,206
| New | +$216K | 0.05% | 126 |
|