Peak Planning Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.31M | Buy |
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|
2025
Q4 | $912K | Buy |
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|
2025
Q3 | $425K | Buy |
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|
2024
Q4 | $980K | Buy |
|
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|
2024
Q2 | $1.1M | Buy |
|
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|
2024
Q1 | $905K | Buy |
|
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|
2023
Q4 | $681K | Sell |
|
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|
2023
Q3 | $785K | Sell |
|
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|
2023
Q2 | $774K | Sell |
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|
2023
Q1 | $804K | Sell |
|
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|
2022
Q4 | $891K | Sell |
|
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|
2022
Q3 | $713K | Sell |
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|
2022
Q2 | $723K | Buy |
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|
2021
Q4 | $572K | Sell |
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|
2021
Q3 | $497K | Buy |
|