Mark Sheptoff Financial Planning’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 | $123K | Sell |
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|
2025
Q2 | $117K | Buy |
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|
2025
Q1 | $125K | Hold |
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|
2024
Q4 | $108K | Hold |
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|
2024
Q3 | $110K | Hold |
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|
2024
Q2 | $117K | Buy |
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|
2024
Q1 | $110K | Sell |
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|
2023
Q4 | $119K | Hold |
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|
2023
Q3 | $135K | Hold |
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|
2023
Q2 | $126K | Buy |
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|
2023
Q1 | $97.9K | Hold |
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|
2022
Q4 | $108K | Hold |
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|
2022
Q3 | $86K | Hold |
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|
2022
Q2 | $87K | Hold |
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|
2022
Q1 | $98K | Sell |
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|
2021
Q4 | $79K | Hold |
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|
2021
Q3 | $68K | Hold |
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|
2021
Q2 | $70K | Sell |
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|
2021
Q1 | $94K | Buy |
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|
2020
Q4 | $51K | Buy |
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|
2020
Q3 | $40K | Sell |
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|
2020
Q2 | $692K | Buy |
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|
2020
Q1 | $304K | Buy |
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|
2019
Q4 | $18K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $138K | Buy |
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|
2018
Q2 | $44K | Hold |
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|
2018
Q1 | $40K | Hold |
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|
2017
Q4 | $44K | Hold |
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|
2017
Q3 | $41K | Hold |
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|
2017
Q2 | $37K | Sell |
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|
2017
Q1 | $102K | Buy |
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|
2016
Q4 | $112K | Hold |
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|
2016
Q3 | $98K | Sell |
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|
2016
Q2 | $104K | Sell |
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|
2016
Q1 | $100K | Hold |
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|
2015
Q4 | $94K | Buy |
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|
2015
Q3 | $35K | Sell |
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|
2015
Q2 | $307K | Sell |
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|
2015
Q1 | $400K | Buy |
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|
2014
Q4 | $292K | Sell |
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|
2014
Q3 | $695K | Buy |
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|
2014
Q2 | $759K | Sell |
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|
2014
Q1 | $763K | Buy |
|