Sara-Bay Financial’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $299K | Sell |
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|
2024
Q4 | $305K | Sell |
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|
2024
Q3 | $343K | Sell |
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|
2024
Q2 | $475K | Buy |
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|
2024
Q1 | $307K | Hold |
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|
2023
Q4 | $288K | Hold |
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|
2023
Q3 | $326K | Hold |
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|
2023
Q2 | $304K | Hold |
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|
2023
Q1 | $315K | Hold |
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|
2022
Q4 | $347K | Hold |
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|
2022
Q3 | $277K | Hold |
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|
2022
Q2 | $280K | Hold |
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|
2022
Q1 | $314K | Hold |
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|
2021
Q4 | $227K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $202K | Sell |
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|
2021
Q1 | $208K | Buy |
|