Sandbox Financial Partners’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
$894K Sell
2025
Q2
$825K Sell
2025
Q1
$976K Buy
2024
Q4
$831K Buy
2024
Q3
$842K Sell
2024
Q2
$919K Sell
2024
Q1
$1.04M Sell
2023
Q4
$1M Sell
2023
Q3
$1.14M Sell
2023
Q2
$1.32M Buy
2023
Q1
$1.34M Sell
2022
Q4
$1.72M Buy
2022
Q3
$895K Buy
2022
Q2
$870K Buy
2022
Q1
$960K Buy
2021
Q4
$656K Buy
2021
Q3
$530K Buy
2021
Q2
$310K Buy
2021
Q1
$303K Buy
2020
Q4
$222K Buy