Silver Oak Advisory Group’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
$261K Hold
2025
Q2
$241K Buy
2025
Q1
$269K Buy
2024
Q2
Sell
2024
Q1
$201K Buy
2023
Q4
Sell
2023
Q3
$214K Buy
2022
Q2
Sell
2022
Q1
$201K Sell
2021
Q4
$279K Buy