Summit Wealth & Retirement Planning’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $291K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $214K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $362K | Buy |
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|
2023
Q3 | $288K | Buy |
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|
2023
Q2 | $269K | Sell |
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|
2023
Q1 | $315K | Sell |
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|
2022
Q4 | $444K | Buy |
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|
2022
Q3 | $226K | Buy |
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|
2022
Q2 | $228K | Buy |
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|
2022
Q1 | $256K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.16M | Sell |
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|
2020
Q3 | $1.04M | Sell |
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|
2020
Q2 | $1.31M | Sell |
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|
2020
Q1 | $1.08M | Buy |
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|
2019
Q4 | $1.78M | Sell |
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|
2019
Q3 | $1.77M | Sell |
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|
2019
Q2 | $1.94M | Buy |
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|
2019
Q1 | $1.92M | Sell |
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|
2018
Q4 | $1.71M | Buy |
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