Schechter Investment Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.32M | Sell |
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|
2024
Q4 | $2.16M | Buy |
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|
2024
Q3 | $2.09M | Sell |
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|
2024
Q2 | $2.53M | Buy |
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|
2024
Q1 | $2.5M | Buy |
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|
2023
Q4 | $2.26M | Buy |
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|
2023
Q3 | $2.43M | Buy |
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|
2023
Q2 | $2.25M | Sell |
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|
2023
Q1 | $2.38M | Sell |
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|
2022
Q4 | $2.94M | Buy |
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|
2022
Q3 | $2.23M | Sell |
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|
2022
Q2 | $2.54M | Sell |
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|
2022
Q1 | $3.06M | Sell |
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|
2021
Q4 | $2.39M | Buy |
|