Southland Equity Partners’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 | $2.79M | Buy |
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|
2025
Q2 | $2.56M | Sell |
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|
2025
Q1 | $3.03M | Sell |
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|
2024
Q4 | $2.63M | Buy |
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|
2024
Q3 | $2.35M | Buy |
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|
2024
Q2 | $1.93M | Buy |
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|
2024
Q1 | $1.08M | Buy |
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|
2023
Q4 | $841K | Buy |
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|
2023
Q3 | $901K | Buy |
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|
2023
Q2 | $804K | Buy |
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|
2023
Q1 | $637K | Buy |
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|
2022
Q4 | $655K | Buy |
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|
2022
Q3 | $518K | Buy |
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|
2022
Q2 | $521K | Buy |
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|
2022
Q1 | $569K | Buy |
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|
2021
Q4 | $376K | Sell |
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|
2021
Q3 | $337K | Sell |
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|
2021
Q2 | $359K | Buy |
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|
2021
Q1 | $328K | Buy |
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|
2020
Q4 | $232K | Buy |
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