Ritter Daniher Financial Advisory’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 | $525K | Hold |
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|
2025
Q2 | $484K | Buy |
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|
2025
Q1 | $485K | Sell |
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|
2024
Q4 | $438K | Buy |
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|
2024
Q3 | $427K | Sell |
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|
2024
Q2 | $508K | Sell |
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|
2024
Q1 | $530K | Sell |
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|
2023
Q4 | $598K | Sell |
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|
2023
Q3 | $687K | Buy |
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|
2023
Q2 | $640K | Buy |
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|
2023
Q1 | $657K | Buy |
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|
2022
Q4 | $667K | Sell |
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|
2022
Q3 | $541K | Buy |
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|
2022
Q2 | $498K | Sell |
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|
2022
Q1 | $584K | Sell |
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|
2021
Q4 | $446K | Hold |
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|
2021
Q3 | $386K | Hold |
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|
2021
Q2 | $398K | Hold |
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|
2021
Q1 | $398K | Hold |
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|
2020
Q4 | $321K | Buy |
|