Toth Financial Advisory’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 | $509K | Sell |
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|
2025
Q2 | $492K | Sell |
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|
2025
Q1 | $580K | Buy |
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|
2024
Q4 | $483K | Hold |
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|
2024
Q3 | $491K | Hold |
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|
2024
Q2 | $522K | Sell |
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|
2024
Q1 | $565K | Sell |
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|
2023
Q4 | $537K | Hold |
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|
2023
Q3 | $608K | Buy |
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|
2023
Q2 | $163K | Sell |
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|
2023
Q1 | $171K | Buy |
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|
2022
Q4 | $183K | Sell |
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|
2022
Q3 | $155K | Buy |
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|
2022
Q2 | $148K | Buy |
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|
2022
Q1 | $134K | Buy |
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|
2021
Q4 | $72K | Buy |
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|
2021
Q3 | $56K | Hold |
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|
2021
Q2 | $58K | Hold |
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|
2021
Q1 | $58K | Sell |
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|
2020
Q4 | $64K | Hold |
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|
2020
Q3 | $54K | Buy |
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|
2020
Q2 | $50K | Hold |
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|
2020
Q1 | $40K | Sell |
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|
2019
Q4 | $132K | Sell |
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|
2019
Q3 | $182K | Sell |
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|
2019
Q2 | $234K | Hold |
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|
2019
Q1 | $232K | Sell |
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|
2018
Q4 | $234K | Sell |
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|
2018
Q3 | $274K | Sell |
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|
2018
Q2 | $301K | Hold |
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|
2018
Q1 | $272K | Sell |
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|
2017
Q4 | $323K | Sell |
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|
2017
Q3 | $344K | Sell |
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|
2017
Q2 | $312K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $212K | Hold |
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|
2013
Q3 | $207K | Hold |
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|
2013
Q2 | $201K | Buy |
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