J. Safra Asset Management’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 | $456K | Buy |
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|
2025
Q1 | $491K | Buy |
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|
2024
Q4 | $347K | Buy |
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|
2024
Q3 | $197K | Buy |
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|
2024
Q2 | $163K | Buy |
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|
2024
Q1 | $56.5K | Sell |
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|
2023
Q4 | $129K | Sell |
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|
2023
Q3 | $176K | Hold |
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|
2023
Q2 | $164K | Hold |
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|
2023
Q1 | $170K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $0 | Sell |
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|
2022
Q1 | $1K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $72K | Hold |
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|
2016
Q2 | $73K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $351K | Buy |
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