Sterling Financial Planning’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 | $330K | Buy |
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|
2025
Q2 | $305K | Buy |
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|
2025
Q1 | $339K | Buy |
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|
2024
Q4 | $270K | Buy |
|
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|
2024
Q3 | $236K | Hold |
|
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|
2024
Q2 | $251K | Hold |
|
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|
2024
Q1 | $253K | Sell |
|
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|
2023
Q4 | $240K | Hold |
|
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|
2023
Q3 | $272K | Hold |
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|
2023
Q2 | $254K | Sell |
|
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|
2023
Q1 | $304K | Hold |
|
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|
2022
Q4 | $335K | Sell |
|
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|
2022
Q3 | $276K | Hold |
|
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|
2022
Q2 | $278K | Sell |
|
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|
2022
Q1 | $329K | Hold |
|
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|
2021
Q4 | $237K | Buy |
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|
2021
Q3 | $190K | Hold |
|
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|
2021
Q2 | $196K | Sell |
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|
2021
Q1 | $236K | Buy |
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|
2020
Q4 | $184K | Buy |
|