Meridian Financial’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
$289K Hold
2025
Q2
$266K Hold
2025
Q1
$311K Hold
2024
Q4
$269K Sell
2024
Q3
$362K Sell
2024
Q2
$385K Hold
2024
Q1
$388K Buy
2023
Q4
$367K Buy
2023
Q3
$373K Hold
2023
Q2
$348K Hold
2023
Q1
$361K Hold
2022
Q4
$397K Hold
2022
Q3
$317K Sell
2022
Q2
$320K Hold
2022
Q1
$360K Buy
2021
Q4
$206K Buy