Summit Wealth 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
Q3 | $341K | Hold |
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|
2025
Q2 | $314K | Sell |
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|
2025
Q1 | $379K | Buy |
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|
2024
Q4 | $328K | Sell |
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|
2024
Q3 | $338K | Buy |
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|
2024
Q2 | $356K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $352K | Sell |
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|
2023
Q1 | $2K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $279K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $226K | Buy |
|