Summit Wealth Partners’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 | $287K | Hold |
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|
2025
Q2 | $265K | Sell |
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|
2025
Q1 | $356K | Buy |
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|
2024
Q4 | $301K | Sell |
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|
2024
Q3 | $317K | Buy |
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|
2024
Q2 | $293K | Hold |
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|
2024
Q1 | $296K | Buy |
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|
2023
Q4 | $279K | Hold |
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|
2023
Q3 | $316K | Buy |
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|
2023
Q2 | $240K | Sell |
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|
2023
Q1 | $341K | Hold |
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|
2022
Q4 | $375K | Buy |
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|
2022
Q3 | $298K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $206K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $231K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $269K | Buy |
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