Samalin Investment Counsel’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 | $907K | Buy |
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|
2025
Q2 | $819K | Sell |
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|
2025
Q1 | $1.02M | Buy |
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|
2024
Q4 | $696K | Hold |
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|
2024
Q3 | $708K | Sell |
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|
2024
Q2 | $824K | Sell |
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|
2024
Q1 | $903K | Sell |
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|
2023
Q4 | $943K | Buy |
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|
2023
Q3 | $986K | Buy |
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|
2023
Q2 | $893K | Buy |
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|
2023
Q1 | $681K | Buy |
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|
2022
Q4 | $744K | Sell |
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|
2022
Q3 | $608K | Sell |
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|
2022
Q2 | $624K | Buy |
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|
2022
Q1 | $662K | Sell |
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|
2021
Q4 | $601K | Sell |
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|
2021
Q3 | $534K | Sell |
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|
2021
Q2 | $847K | Buy |
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|
2021
Q1 | $569K | Buy |
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|
2020
Q4 | $375K | Buy |
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|
2020
Q3 | $283K | Sell |
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|
2020
Q2 | $447K | Buy |
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|
2020
Q1 | $212K | Sell |
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|
2019
Q4 | $552K | Buy |
|