Sterling 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
Q2 | $591K | Sell |
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|
2025
Q1 | $711K | Sell |
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|
2024
Q4 | $658K | Sell |
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|
2024
Q3 | $672K | Hold |
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|
2024
Q2 | $713K | Hold |
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|
2024
Q1 | $719K | Buy |
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|
2023
Q4 | $652K | Sell |
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|
2023
Q3 | $742K | Buy |
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|
2023
Q2 | $685K | Sell |
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|
2023
Q1 | $786K | Hold |
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|
2022
Q4 | $786K | Buy |
|