Herold 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
Q3 | $4.42M | Buy |
|
|||||
|
2025
Q2 | $4.04M | Buy |
|
|||||
|
2025
Q1 | $4.31M | Sell |
|
|||||
|
2024
Q4 | $3.78M | Buy |
|
|||||
|
2024
Q3 | $3.78M | Buy |
|
|||||
|
2024
Q2 | $3.88M | Buy |
|
|||||
|
2024
Q1 | $3.91M | Buy |
|
|||||
|
2023
Q4 | $3.65M | Buy |
|
|||||
|
2023
Q3 | $4.05M | Buy |
|
|||||
|
2023
Q2 | $3.5M | Buy |
|
|||||
|
2023
Q1 | $3.55M | Buy |
|
|||||
|
2022
Q4 | $3.79M | Sell |
|
|||||
|
2022
Q3 | $3.05M | Buy |
|
|||||
|
2022
Q2 | $3.06M | Sell |
|
|||||
|
2022
Q1 | $3.46M | Buy |
|
|||||
|
2021
Q4 | $2.46M | Buy |
|
|||||
|
2021
Q3 | $2.1M | Buy |
|