Sharkey, Howes & Javer’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 | $208K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $257K | Sell |
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|
2024
Q4 | $360K | Buy |
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|
2024
Q3 | $205K | Sell |
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|
2024
Q2 | $243K | Hold |
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|
2024
Q1 | $245K | Buy |
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|
2023
Q4 | $228K | Hold |
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|
2023
Q3 | $258K | Sell |
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|
2023
Q2 | $242K | Hold |
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|
2023
Q1 | $251K | Sell |
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|
2022
Q4 | $441K | Hold |
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|
2022
Q3 | $353K | Sell |
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|
2022
Q2 | $400K | Buy |
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|
2022
Q1 | $249K | Sell |
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|
2021
Q4 | $248K | Hold |
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|
2021
Q3 | $215K | Buy |
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|
2021
Q2 | $200K | Hold |
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|
2021
Q1 | $201K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $279K | Buy |
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|
2019
Q3 | $265K | Hold |
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|
2019
Q2 | $278K | Hold |
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|
2019
Q1 | $275K | Hold |
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|
2018
Q4 | $243K | Hold |
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|
2018
Q3 | $273K | Hold |
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|
2018
Q2 | $282K | Hold |
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|
2018
Q1 | $254K | Hold |
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|
2017
Q4 | $280K | Hold |
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|
2017
Q3 | $265K | Sell |
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|
2017
Q2 | $244K | Sell |
|
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|
2017
Q1 | $261K | Buy |
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|
2016
Q4 | $249K | Sell |
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|
2016
Q3 | $262K | Hold |
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|
2016
Q2 | $267K | Hold |
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|
2016
Q1 | $243K | Hold |
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|
2015
Q4 | $229K | Hold |
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|
2015
Q3 | $193K | Sell |
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|
2015
Q2 | $265K | Sell |
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|
2015
Q1 | $309K | Buy |
|