Goldstein Advisors’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
Sell
2025
Q1
$202K Buy
2024
Q4
Sell
2024
Q3
$297K Sell
2024
Q2
$321K Buy
2024
Q1
$217K Buy
2023
Q1
Sell
2022
Q4
$216K Buy