Summit Financial Strategies’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 | $419K | Buy |
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|
2025
Q1 | $486K | Buy |
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|
2024
Q4 | $378K | Buy |
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|
2024
Q3 | $384K | Sell |
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|
2024
Q2 | $410K | Sell |
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|
2024
Q1 | $420K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $463K | Sell |
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|
2023
Q2 | $437K | Buy |
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|
2023
Q1 | $444K | Buy |
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|
2022
Q4 | $486K | Sell |
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|
2022
Q3 | $560K | Buy |
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|
2022
Q2 | $250K | Hold |
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|
2022
Q1 | $281K | Hold |
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|
2021
Q4 | $202K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $205K | Hold |
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|
2019
Q1 | $203K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $214K | Hold |
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|
2018
Q2 | $221K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $203K | Buy |
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