Pacific Sun 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
$541K Sell
2025
Q2
$505K Sell
2025
Q1
$625K Sell
2024
Q4
$560K Hold
2024
Q3
$569K Buy
2024
Q2
$545K Hold
2024
Q1
$550K Buy
2022
Q4
Sell
2022
Q3
$501K Sell
2022
Q2
$511K Buy
2022
Q1
$561K Hold
2021
Q4
$404K Hold
2021
Q3
$349K Buy
2020
Q3
$893K Sell
2020
Q2
$1.16M Sell
2020
Q1
$956K Sell
2019
Q4
$1.61M Sell
2019
Q3
$1.6M Buy
2019
Q2
$1.66M Buy
2018
Q2
$1.74M Hold
2018
Q1
$1.58M Sell
2017
Q4
$2.11M Buy