Level 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
Q3 | $371K | Buy |
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|
2025
Q2 | $226K | Buy |
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|
2025
Q1 | $264K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $79.1K | Hold |
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|
2023
Q3 | $89.4K | Hold |
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|
2023
Q2 | $83.4K | Hold |
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|
2023
Q1 | $86.5K | Hold |
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|
2022
Q4 | $95K | Hold |
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|
2022
Q3 | $76K | Hold |
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|
2022
Q2 | $77K | Hold |
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|
2022
Q1 | $86K | Hold |
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|
2021
Q4 | $62K | Buy |
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