Transcend Capital Advisors’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 | $4.15M | Buy |
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|
2025
Q2 | $3.45M | Sell |
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|
2025
Q1 | $4.61M | Sell |
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|
2024
Q4 | $4.57M | Sell |
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|
2024
Q3 | $5.17M | Sell |
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|
2024
Q2 | $5.73M | Buy |
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|
2024
Q1 | $5.71M | Buy |
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|
2023
Q4 | $5.05M | Buy |
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|
2023
Q3 | $4.96M | Buy |
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|
2023
Q2 | $4.48M | Buy |
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|
2023
Q1 | $4.59M | Buy |
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|
2022
Q4 | $4.97M | Sell |
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|
2022
Q3 | $4.34M | Buy |
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|
2022
Q2 | $4.2M | Sell |
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|
2022
Q1 | $4.83M | Sell |
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|
2021
Q4 | $3.84M | Buy |
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|
2021
Q3 | $3.56M | Sell |
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|
2021
Q2 | $3.33M | Buy |
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|
2021
Q1 | $3.25M | Buy |
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|
2020
Q4 | $2.31M | Sell |
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|
2020
Q3 | $2.05M | Buy |
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|
2020
Q2 | $1.94M | Buy |
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|
2020
Q1 | $1.01M | Sell |
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|
2019
Q4 | $2.37M | Buy |
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