Landmark Financial Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $707K | Buy |
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|
2023
Q3 | $795K | Sell |
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|
2023
Q2 | $744K | Sell |
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|
2023
Q1 | $783K | Buy |
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|
2022
Q4 | $842K | Buy |
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|
2022
Q3 | $659K | Buy |
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|
2022
Q2 | $638K | Buy |
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|
2022
Q1 | $664K | Sell |
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|
2021
Q4 | $508K | Buy |
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|
2021
Q3 | $396K | Hold |
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|
2021
Q2 | $396K | Hold |
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|
2021
Q1 | $396K | Sell |
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|
2020
Q4 | $360K | Buy |
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|
2020
Q3 | $259K | Sell |
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|
2020
Q2 | $328K | Buy |
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|
2020
Q1 | $287K | Buy |
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|
2019
Q4 | $357K | Buy |
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|
2019
Q3 | $343K | Hold |
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|
2019
Q2 | $360K | Hold |
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|
2019
Q1 | $356K | Hold |
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|
2018
Q4 | $314K | Sell |
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|
2018
Q3 | $384K | Buy |
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|
2018
Q2 | $333K | Sell |
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|
2018
Q1 | $302K | Sell |
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|
2017
Q4 | $331K | Hold |
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|
2017
Q3 | $311K | Hold |
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|
2017
Q2 | $276K | Hold |
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|
2017
Q1 | $284K | Hold |
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|
2016
Q4 | $311K | Hold |
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|
2016
Q3 | $272K | Sell |
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|
2016
Q2 | $277K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $2.93M | Buy |
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|
2015
Q1 | $3.07M | Buy |
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|
2014
Q4 | $3.05M | Buy |
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