Heron Financial Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $296K | Sell |
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|
2023
Q1 | $351K | Sell |
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|
2022
Q4 | $377K | Hold |
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|
2022
Q3 | $309K | Hold |
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|
2022
Q2 | $311K | Sell |
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|
2022
Q1 | $363K | Sell |
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|
2021
Q4 | $321K | Sell |
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|
2021
Q3 | $256K | Hold |
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|
2021
Q2 | $264K | Buy |
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|
2021
Q1 | $266K | Buy |
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|
2020
Q4 | $215K | Sell |
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|
2020
Q3 | $321K | Buy |
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|
2020
Q2 | $251K | Buy |
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|
2020
Q1 | $230K | Hold |
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|
2019
Q4 | $302K | Buy |
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