Pinion Investment Advisors’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 | $1.03M | Buy |
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|
2025
Q2 | $844K | Buy |
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|
2025
Q1 | $947K | Buy |
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|
2024
Q4 | $808K | Sell |
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|
2024
Q3 | $822K | Buy |
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|
2024
Q2 | $811K | Sell |
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|
2024
Q1 | $858K | Buy |
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|
2023
Q4 | $796K | Buy |
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|
2023
Q3 | $606K | Sell |
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|
2023
Q2 | $568K | Buy |
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|
2023
Q1 | $410K | Sell |
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|
2022
Q4 | $506K | Sell |
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|
2022
Q3 | $556K | Buy |
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|
2022
Q2 | $557K | Buy |
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|
2022
Q1 | $578K | Sell |
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|
2021
Q4 | $418K | Sell |
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|
2021
Q3 | $387K | Buy |
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|
2021
Q2 | $391K | Buy |
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|
2021
Q1 | $391K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $540K | Buy |
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|
2019
Q3 | $513K | Buy |
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|
2019
Q2 | $472K | Sell |
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|
2019
Q1 | $646K | Buy |
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|
2018
Q4 | $539K | Buy |
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|
2018
Q3 | $464K | Buy |
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|
2018
Q2 | $442K | Buy |
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|
2018
Q1 | $259K | Buy |
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