Latitude 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
$290K Sell
2025
Q2
$580K Buy
2025
Q1
$645K Sell
2024
Q4
$578K Sell
2024
Q3
$590K Sell
2024
Q2
$642K Buy
2024
Q1
$644K Sell
2023
Q4
$683K Buy
2023
Q3
$769K Buy
2023
Q2
$682K Buy
2023
Q1
$546K Buy
2022
Q4
$536K Buy
2022
Q3
$429K Buy
2022
Q2
$403K Sell
2022
Q1
$1.34M Buy
2021
Q4
$639K Sell
2021
Q3
$593K Buy
2021
Q2
$306K Buy
2021
Q1
$284K Sell
2020
Q4
$240K Buy