Red Lighthouse Investment Management’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
2025
Q3
$630K Buy
2025
Q2
$578K Sell
2025
Q1
$638K Buy
2024
Q4
$585K Buy
2024
Q3
$594K Sell
2024
Q2
$632K Sell
2024
Q1
$638K Buy
2023
Q4
$601K Buy
2023
Q3
$676K Buy
2023
Q2
$619K Hold
2023
Q1
$642K Hold
2022
Q4
$706K Buy