Relyea Zuckerberg Hanson’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 | $797K | Buy |
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|
2025
Q2 | $680K | Sell |
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|
2025
Q1 | $952K | Buy |
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|
2024
Q4 | $776K | Buy |
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|
2024
Q3 | $702K | Sell |
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|
2024
Q2 | $834K | Buy |
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|
2024
Q1 | $792K | Sell |
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|
2023
Q4 | $762K | Sell |
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|
2023
Q3 | $887K | Sell |
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|
2023
Q2 | $838K | Sell |
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|
2023
Q1 | $980K | Buy |
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|
2022
Q4 | $771K | Buy |
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|
2022
Q3 | $543K | Sell |
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|
2022
Q2 | $548K | Buy |
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|
2022
Q1 | $576K | Sell |
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|
2021
Q4 | $436K | Buy |
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|
2021
Q3 | $292K | Buy |
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|
2021
Q2 | $285K | Buy |
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|
2021
Q1 | $263K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $277K | Sell |
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|
2020
Q1 | $333K | Sell |
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|
2019
Q4 | $577K | Buy |
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