Sterling Investment Advisors (Pennsylvania)’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 | $4.77M | Buy |
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|
2025
Q2 | $4.38M | Buy |
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|
2025
Q1 | $4.45M | Buy |
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|
2024
Q4 | $3.79M | Buy |
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|
2024
Q3 | $3.58M | Buy |
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|
2024
Q2 | $3.41M | Sell |
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|
2024
Q1 | $3.47M | Buy |
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|
2023
Q4 | $3.03M | Buy |
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|
2023
Q3 | $3M | Buy |
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|
2023
Q2 | $2.29M | Buy |
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|
2023
Q1 | $2.36M | Sell |
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|
2022
Q4 | $2.65M | Sell |
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|
2022
Q3 | $2.48M | Buy |
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|
2022
Q2 | $2.17M | Buy |
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|
2022
Q1 | $2.39M | Buy |
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|
2021
Q4 | $1.32M | Buy |
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|
2021
Q3 | $1.14M | Sell |
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|
2021
Q2 | $1.23M | Sell |
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|
2021
Q1 | $1.24M | Buy |
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|
2020
Q4 | $946K | Buy |
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|
2020
Q3 | $770K | Buy |
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|
2020
Q2 | $953K | Buy |
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|
2020
Q1 | $745K | Buy |
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|
2019
Q4 | $317K | Buy |
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|
2019
Q3 | $312K | Buy |
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|
2019
Q2 | $296K | Sell |
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|
2019
Q1 | $418K | Buy |
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|
2018
Q4 | $369K | Buy |
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|
2018
Q3 | $384K | Buy |
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|
2018
Q2 | $316K | Buy |
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|
2018
Q1 | $228K | Hold |
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|
2017
Q4 | $250K | Hold |
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|
2017
Q3 | $235K | Sell |
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|
2017
Q2 | $291K | Buy |
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|
2017
Q1 | $295K | Sell |
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|
2016
Q4 | $341K | Buy |
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