Patriot Investment Management 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
$322K Hold
2025
Q2
$297K Sell
2025
Q1
$347K Sell
2024
Q4
$318K Buy
2024
Q3
$300K Hold
2024
Q2
$319K Sell
2024
Q1
$325K Buy
2023
Q4
$299K Hold
2023
Q3
$338K Hold
2023
Q2
$316K Hold
2023
Q1
$327K Hold
2022
Q4
$360K Buy
2022
Q3
$288K Hold
2022
Q2
$290K Sell
2022
Q1
$342K Buy
2020
Q3
Sell
2020
Q2
$60.4K Buy