OneAscent Financial Services’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 | $1.62M | Sell |
|
|||||
|
2025
Q2 | $2.25M | Sell |
|
|||||
|
2025
Q1 | $2.89M | Buy |
|
|||||
|
2024
Q4 | $804K | Buy |
|
|||||
|
2024
Q3 | $585K | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $736K | Sell |
|
|||||
|
2023
Q4 | $757K | Buy |
|
|||||
|
2023
Q3 | $355K | Buy |
|
|||||
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $424K | Buy |
|
|||||
|
2022
Q2 | $418K | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $202K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $261K | Buy |
|
|||||
|
2019
Q3 | – | Sell |
|
|||||
|
2019
Q2 | $454K | Buy |
|