Shore Point 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
Q2 | $855K | Hold |
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|
2025
Q1 | $999K | Hold |
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|
2024
Q4 | $865K | Buy |
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|
2024
Q3 | $817K | Sell |
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|
2024
Q2 | $910K | Hold |
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|
2024
Q1 | $918K | Hold |
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|
2023
Q4 | $868K | Hold |
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|
2023
Q3 | $981K | Hold |
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|
2023
Q2 | $916K | Hold |
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|
2023
Q1 | $950K | Hold |
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|
2022
Q4 | $1.04M | Hold |
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|
2022
Q3 | $836K | Hold |
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|
2022
Q2 | $843K | Sell |
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|
2022
Q1 | $1.9M | Sell |
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|
2021
Q4 | $1.37M | Buy |
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