Spinnaker Investment 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 | $351K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $384K | Sell |
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|
2024
Q4 | $351K | Buy |
|
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|
2024
Q3 | $328K | Buy |
|
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|
2024
Q2 | $340K | Sell |
|
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|
2024
Q1 | $348K | Buy |
|
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|
2023
Q4 | $308K | Buy |
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|
2023
Q3 | $330K | Hold |
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|
2023
Q2 | $308K | Buy |
|
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|
2023
Q1 | $315K | Sell |
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|
2022
Q4 | $358K | Buy |
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|
2022
Q3 | $244K | Buy |
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|
2022
Q2 | $231K | Sell |
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|
2022
Q1 | $346K | Sell |
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|
2021
Q4 | $285K | Buy |
|