Oxford Financial Group’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 | $998K | Buy |
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|
2025
Q2 | $599K | Sell |
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|
2025
Q1 | $735K | Sell |
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|
2024
Q4 | $646K | Buy |
|
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|
2024
Q3 | $655K | Sell |
|
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|
2024
Q2 | $876K | Buy |
|
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|
2024
Q1 | $727K | Sell |
|
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|
2023
Q4 | $764K | Buy |
|
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|
2023
Q3 | $722K | Sell |
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|
2023
Q2 | $778K | Buy |
|
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|
2023
Q1 | $650K | Buy |
|
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|
2022
Q4 | $699K | Buy |
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|
2022
Q3 | $485K | Sell |
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|
2022
Q2 | $566K | Sell |
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|
2022
Q1 | $1M | Sell |
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|
2021
Q4 | $1.22M | Buy |
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|
2021
Q3 | $1.04M | Sell |
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|
2021
Q2 | $1.17M | Buy |
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|
2021
Q1 | $1.09M | Sell |
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|
2020
Q4 | $1.14M | Buy |
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|
2020
Q3 | $932K | Sell |
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|
2020
Q2 | $1.24M | Sell |
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|
2020
Q1 | $1.01M | Buy |
|