Safir Wealth Advisors’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$220K Buy
2022
Q2
Sell
2022
Q1
$211K Buy
2021
Q1
Sell
2020
Q4
$68K Buy