Sonata Capital 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
Q2 | $289K | Buy |
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|
2025
Q1 | $321K | Hold |
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|
2024
Q4 | $278K | Hold |
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|
2024
Q3 | $283K | Sell |
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|
2024
Q2 | $309K | Sell |
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|
2024
Q1 | $320K | Hold |
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|
2023
Q4 | $302K | Sell |
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|
2023
Q3 | $359K | Hold |
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|
2023
Q2 | $335K | Hold |
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|
2023
Q1 | $347K | Hold |
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|
2022
Q4 | $382K | Sell |
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|
2022
Q3 | $320K | Hold |
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|
2022
Q2 | $323K | Sell |
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|
2022
Q1 | $370K | Hold |
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|
2021
Q4 | $266K | Hold |
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|
2021
Q3 | $230K | Sell |
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|
2021
Q2 | $324K | Hold |
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|
2021
Q1 | $324K | Sell |
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|
2020
Q4 | $276K | Sell |
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|
2020
Q3 | $250K | Sell |
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|
2020
Q2 | $424K | Sell |
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|
2020
Q1 | $380K | Buy |
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|
2019
Q4 | $543K | Hold |
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|
2019
Q3 | $535K | Buy |
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|
2019
Q2 | $517K | Sell |
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|
2019
Q1 | $678K | Sell |
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|
2018
Q4 | $632K | Sell |
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|
2018
Q3 | $951K | Sell |
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|
2018
Q2 | $996K | Sell |
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|
2018
Q1 | $910K | Sell |
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|
2017
Q4 | $1.03M | Sell |
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|
2017
Q3 | $981K | Sell |
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|
2017
Q2 | $892K | Sell |
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|
2017
Q1 | $939K | Hold |
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|
2016
Q4 | $1.03M | Sell |
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|
2016
Q3 | $903K | Hold |
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|
2016
Q2 | $919K | Sell |
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|
2016
Q1 | $923K | Sell |
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|
2015
Q4 | $937K | Sell |
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|
2015
Q3 | $834K | Sell |
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|
2015
Q2 | $1.04M | Buy |
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|
2015
Q1 | $1.1M | Hold |
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|
2014
Q4 | $1.18M | Buy |
|