Summit Financial Wealth Advisors’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 | $5M | Buy |
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|
2025
Q2 | $4.55M | Buy |
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|
2025
Q1 | $4.9M | Sell |
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|
2024
Q4 | $4.39M | Sell |
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|
2024
Q3 | $4.54M | Buy |
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|
2024
Q2 | $4.39M | Buy |
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|
2024
Q1 | $4.42M | Buy |
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|
2023
Q4 | $4.14M | Buy |
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|
2023
Q3 | $3.98M | Buy |
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|
2023
Q2 | $3.94M | Sell |
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|
2023
Q1 | $4.12M | Sell |
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|
2022
Q4 | $4.66M | Buy |
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|
2022
Q3 | $2.75M | Sell |
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|
2022
Q2 | $2.3M | Sell |
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|
2022
Q1 | $2.56M | Sell |
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|
2021
Q4 | $2.21M | Buy |
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|
2021
Q3 | $1.83M | Buy |
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|
2021
Q2 | $1.87M | Buy |
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|
2021
Q1 | $1.45M | Buy |
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|
2020
Q4 | $1.13M | Sell |
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|
2020
Q3 | $1.32M | Sell |
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|
2020
Q2 | $1.61M | Sell |
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|
2020
Q1 | $1.62M | Buy |
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|
2019
Q4 | $2.21M | Sell |
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|
2019
Q3 | $2.39M | Sell |
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|
2019
Q2 | $2.71M | Sell |
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|
2019
Q1 | $3M | Sell |
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|
2018
Q4 | $2.72M | Buy |
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|
2018
Q3 | $2.78M | Buy |
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|
2018
Q2 | $1.72M | Sell |
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|
2018
Q1 | $1.75M | Sell |
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|
2017
Q4 | $1.94M | Sell |
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|
2017
Q3 | $1.93M | Sell |
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|
2017
Q2 | $2.02M | Sell |
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|
2017
Q1 | $2.22M | Sell |
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|
2016
Q4 | $3.16M | Sell |
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|
2016
Q3 | $2.93M | Sell |
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|
2016
Q2 | $3.27M | Sell |
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|
2016
Q1 | $3.06M | Buy |
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|
2015
Q4 | $2.59M | Buy |
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|
2015
Q3 | $1.85M | Sell |
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|
2015
Q2 | $2.37M | Buy |
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|
2015
Q1 | $2.45M | Buy |
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|
2014
Q4 | $985K | Buy |
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