Symphony Financial’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
$4.06M Sell
2025
Q2
$3.79M Buy
2025
Q1
$736K Sell
2024
Q4
$4.83M Buy
2024
Q3
$4.2M Buy
2024
Q2
$4.18M Buy
2024
Q1
$3.47M Sell
2023
Q4
$3.51M Buy
2023
Q3
$2.82M Buy
2023
Q2
$2.08M Sell
2023
Q1
$2.16M Buy
2022
Q4
$2.12M Sell
2022
Q3
$1.85M Buy
2022
Q2
$1.47M Sell
2022
Q1
$2.38M Buy
2021
Q4
$804K Buy
2021
Q3
$490K Sell
2021
Q2
$616K Sell
2021
Q1
$706K Buy
2020
Q4
$406K Sell
2020
Q3
$400K Buy
2020
Q2
$472K Sell
2020
Q1
$427K Buy