Sound Financial Strategies 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 | $752K | Buy |
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|
2025
Q1 | $854K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $627K | Sell |
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|
2023
Q4 | $619K | Sell |
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|
2023
Q3 | $963K | Sell |
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|
2023
Q2 | $950K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.12M | Buy |
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|
2022
Q3 | – | Sell |
|
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|
2022
Q2 | $1.12M | Sell |
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|
2022
Q1 | $1.75M | Buy |
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|
2021
Q4 | $730K | Sell |
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|
2021
Q3 | $648K | Sell |
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|
2021
Q2 | $669K | Buy |
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|
2021
Q1 | $604K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $410K | Sell |
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|
2020
Q2 | $518K | Sell |
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|
2020
Q1 | $421K | Sell |
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|
2019
Q4 | $1.03M | Buy |
|