Safeguard Investment Advisory Group’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 | $704K | Sell |
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|
2025
Q2 | $841K | Sell |
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|
2025
Q1 | $986K | Buy |
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|
2024
Q4 | $794K | Buy |
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|
2024
Q3 | $780K | Buy |
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|
2024
Q2 | $742K | Buy |
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|
2024
Q1 | $739K | Sell |
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|
2023
Q4 | $702K | Buy |
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|
2023
Q3 | $785K | Sell |
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|
2023
Q2 | $1.22M | Buy |
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|
2023
Q1 | $1.08M | Buy |
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|
2022
Q4 | $1.17M | Sell |
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|
2022
Q3 | $956K | Buy |
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|
2022
Q2 | $560K | Hold |
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|
2022
Q1 | $560K | Buy |
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|
2021
Q4 | $389K | Sell |
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|
2021
Q3 | $341K | Buy |
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|
2021
Q2 | $335K | Buy |
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|
2021
Q1 | $330K | Buy |
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|
2020
Q4 | $262K | Buy |
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