Helen Stephens Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $557K | Buy |
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|
2025
Q3 | $566K | Sell |
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|
2025
Q2 | $523K | Buy |
|
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|
2025
Q1 | $586K | Buy |
|
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|
2024
Q4 | $505K | Buy |
|
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|
2024
Q3 | $490K | Sell |
|
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|
2024
Q2 | $601K | Buy |
|
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|
2024
Q1 | $606K | Sell |
|
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|
2023
Q4 | $576K | Sell |
|
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|
2023
Q3 | $700K | Buy |
|
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|
2023
Q2 | $630K | Buy |
|
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|
2023
Q1 | $628K | Buy |
|
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|
2022
Q4 | $597K | Sell |
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|
2022
Q3 | $496K | Hold |
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|
2022
Q2 | $500K | Sell |
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|
2022
Q1 | $568K | Sell |
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|
2021
Q4 | $423K | Buy |
|