Stonebridge Financial Planning 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 | $255K | Buy |
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|
2025
Q1 | $285K | Sell |
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|
2024
Q4 | $276K | Buy |
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|
2024
Q3 | $221K | Hold |
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|
2024
Q2 | $235K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $223K | Hold |
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|
2023
Q2 | $208K | Sell |
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|
2023
Q1 | $314K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $72K | Buy |
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|
2021
Q3 | $57K | Sell |
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|
2021
Q2 | $73K | Sell |
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|
2021
Q1 | $122K | Sell |
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|
2020
Q4 | $131K | Sell |
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|
2020
Q3 | $136K | Sell |
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|
2020
Q2 | $243K | Sell |
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|
2020
Q1 | $245K | Sell |
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|
2019
Q4 | $429K | Buy |
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