Quantum Financial 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 | $598K | Buy |
|
|||||
|
2025
Q2 | $420K | Sell |
|
|||||
|
2025
Q1 | $537K | Hold |
|
|||||
|
2024
Q4 | $465K | Sell |
|
|||||
|
2024
Q3 | $473K | Sell |
|
|||||
|
2024
Q2 | $544K | Buy |
|
|||||
|
2024
Q1 | $546K | Buy |
|
|||||
|
2023
Q4 | $477K | Sell |
|
|||||
|
2023
Q3 | $709K | Buy |
|
|||||
|
2023
Q2 | $398K | Hold |
|
|||||
|
2023
Q1 | $413K | Hold |
|
|||||
|
2022
Q4 | $454K | Buy |
|
|||||
|
2022
Q3 | $309K | Buy |
|
|||||
|
2022
Q2 | $334K | Buy |
|