Koss-Olinger Consulting’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $329K | Sell |
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|
2025
Q4 | $438K | Sell |
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|
2025
Q3 | $412K | Hold |
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|
2025
Q2 | $412K | Sell |
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|
2025
Q1 | $492K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $295K | Sell |
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|
2024
Q2 | $318K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $239K | Buy |
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|
2023
Q3 | $244K | Hold |
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|
2023
Q2 | $228K | Sell |
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|
2023
Q1 | $253K | Buy |
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|
2022
Q4 | $264K | Hold |
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|
2022
Q3 | $211K | Sell |
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|
2022
Q2 | $318K | Sell |
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|
2022
Q1 | $365K | Sell |
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|
2021
Q4 | $338K | Buy |
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|
2021
Q3 | $249K | Hold |
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|
2021
Q2 | $257K | Hold |
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|
2021
Q1 | $257K | Buy |
|