Patriot Financial Group Insurance Agency’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 | $1.38M | Sell |
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|
2025
Q2 | $1.44M | Buy |
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|
2025
Q1 | $1.61M | Buy |
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|
2024
Q4 | $1.37M | Buy |
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|
2024
Q3 | $1.29M | Sell |
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|
2024
Q2 | $1.71M | Buy |
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|
2024
Q1 | $1.6M | Sell |
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|
2023
Q4 | $2.05M | Buy |
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|
2023
Q3 | $2.15M | Buy |
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|
2023
Q2 | $1.39M | Buy |
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|
2023
Q1 | $1.28M | Sell |
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|
2022
Q4 | $1.4M | Buy |
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|
2022
Q3 | $1.06M | Buy |
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|
2022
Q2 | $654K | Sell |
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|
2022
Q1 | $808K | Sell |
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|
2021
Q4 | $621K | Sell |
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|
2021
Q3 | $551K | Buy |
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|
2021
Q2 | $502K | Buy |
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|
2021
Q1 | $425K | Sell |
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|
2020
Q4 | $351K | Buy |
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|
2020
Q3 | $143K | Buy |
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|
2020
Q2 | $172K | Sell |
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|
2020
Q1 | $156K | Buy |
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|
2019
Q4 | $210K | Sell |
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|
2019
Q3 | $210K | Buy |
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|
2019
Q2 | $187K | Buy |
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|
2019
Q1 | $182K | Buy |
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|
2018
Q4 | $104K | Sell |
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|
2018
Q3 | $117K | Buy |
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|
2018
Q2 | $95K | Sell |
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|
2018
Q1 | $181K | Buy |
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|
2017
Q4 | $189K | Buy |
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|
2017
Q3 | $167K | Buy |
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|
2017
Q2 | $122K | Sell |
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|
2017
Q1 | $129K | Sell |
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|
2016
Q4 | $139K | Buy |
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