Legacy 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.25M | Sell |
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2025
Q1 | $2.36M | Buy |
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2024
Q4 | $1.95M | Buy |
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2024
Q3 | $1.78M | Sell |
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2024
Q2 | $2.08M | Buy |
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2024
Q1 | $2.06M | Buy |
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2023
Q4 | $1.78M | Buy |
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2023
Q3 | $2.01M | Buy |
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2023
Q2 | $1.74M | Sell |
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2023
Q1 | $1.92M | Buy |
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2022
Q4 | $1.93M | Buy |
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2022
Q3 | $1.29M | Buy |
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2022
Q2 | $1.17M | Sell |
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2022
Q1 | $1.42M | Sell |
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2021
Q4 | $1.1M | Buy |
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2021
Q3 | $868K | Buy |
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2021
Q2 | $797K | Buy |
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2021
Q1 | $718K | Buy |
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2020
Q4 | $481K | Buy |
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2020
Q3 | $264K | Buy |
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2020
Q1 | – | Sell |
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2019
Q4 | $417K | Sell |
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2019
Q3 | $480K | Buy |
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2019
Q2 | $499K | Buy |
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2019
Q1 | $479K | Buy |
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2018
Q4 | $283K | Buy |
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2018
Q3 | $259K | Sell |
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2018
Q2 | $311K | Buy |
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2018
Q1 | $262K | Buy |
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2017
Q4 | $196K | Buy |
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