Sound View Wealth Advisors 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 | $5.34M | Buy |
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|
2025
Q1 | $5.93M | Sell |
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|
2024
Q4 | $5.64M | Sell |
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|
2024
Q3 | $6.07M | Buy |
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|
2024
Q2 | $5.88M | Buy |
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|
2024
Q1 | $5.87M | Sell |
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|
2023
Q4 | $5.69M | Buy |
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|
2023
Q3 | $6.26M | Buy |
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|
2023
Q2 | $5.65M | Sell |
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|
2023
Q1 | $6.01M | Sell |
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|
2022
Q4 | $5.69M | Buy |
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|
2022
Q3 | $4.44M | Sell |
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|
2022
Q2 | $4.48M | Buy |
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|
2022
Q1 | $4.97M | Buy |
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|
2021
Q4 | $3.54M | Buy |
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|
2021
Q3 | $3.01M | Sell |
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|
2021
Q2 | $3.23M | Sell |
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|
2021
Q1 | $3.4M | Sell |
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|
2020
Q4 | $2.77M | Sell |
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|
2020
Q3 | $2.44M | Sell |
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|
2020
Q2 | $3.06M | Buy |
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|
2020
Q1 | $2.35M | Sell |
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|
2019
Q4 | $3.99M | Buy |
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|
2019
Q3 | $3.53M | Sell |
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|
2019
Q2 | $3.72M | Buy |
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