Theory 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
$384K Hold
2025
Q2
$377K Buy
2025
Q1
$412K Buy
2024
Q4
$301K Buy
2024
Q3
$279K Hold
2024
Q2
$294K Sell
2024
Q1
$300K Hold
2023
Q4
$284K Hold
2023
Q3
$321K Buy