Sovereign Financial 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
Q3 | $434K | Buy |
|
|||||
|
2025
Q2 | $372K | Sell |
|
|||||
|
2025
Q1 | $484K | Buy |
|
|||||
|
2024
Q4 | $389K | Sell |
|
|||||
|
2024
Q3 | $469K | Sell |
|
|||||
|
2024
Q2 | $522K | Buy |
|
|||||
|
2024
Q1 | $521K | Buy |
|
|||||
|
2023
Q4 | $474K | Sell |
|
|||||
|
2023
Q3 | $659K | Sell |
|
|||||
|
2023
Q2 | $712K | Buy |
|
|||||
|
2023
Q1 | $646K | Buy |
|
|||||
|
2022
Q4 | $710K | Buy |
|
|||||
|
2022
Q3 | $359K | Sell |
|
|||||
|
2022
Q2 | $363K | Buy |
|
|||||
|
2022
Q1 | $393K | Buy |
|
|||||
|
2021
Q4 | $250K | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $215K | Hold |
|
|||||
|
2021
Q1 | $215K | Buy |
|