Soltis 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
Q2 | $10.1M | Sell |
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|
2025
Q1 | $13.7M | Buy |
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|
2024
Q4 | $11.5M | Buy |
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|
2024
Q3 | $10.4M | Buy |
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|
2024
Q2 | $9.25M | Buy |
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|
2024
Q1 | $5.77M | Buy |
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|
2023
Q4 | $5.31M | Sell |
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|
2023
Q3 | $6.38M | Buy |
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|
2023
Q2 | $5.44M | Buy |
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|
2023
Q1 | $3.35M | Buy |
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|
2022
Q4 | $3.28M | Sell |
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|
2022
Q3 | $3.41M | Sell |
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|
2022
Q2 | $3.71M | Sell |
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|
2022
Q1 | $4.3M | Buy |
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|
2021
Q4 | $3.09M | Buy |
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|
2021
Q3 | $2.5M | Buy |
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|
2021
Q2 | $2.44M | Buy |
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|
2021
Q1 | $718K | Sell |
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|
2020
Q4 | $646K | Sell |
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|
2020
Q3 | $675K | Buy |
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|
2020
Q2 | $777K | Sell |
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|
2020
Q1 | $641K | Buy |
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|
2019
Q4 | $436K | Buy |
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