Northern 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 | $626K | Sell |
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|
2025
Q1 | $835K | Sell |
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|
2024
Q4 | $744K | Sell |
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|
2024
Q3 | $758K | Sell |
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|
2024
Q2 | $862K | Sell |
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|
2024
Q1 | $874K | Sell |
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|
2023
Q4 | $850K | Sell |
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|
2023
Q3 | $977K | Buy |
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|
2023
Q2 | $908K | Buy |
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|
2023
Q1 | $939K | Sell |
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|
2022
Q4 | $1.04M | Buy |
|