Traphagen Investment 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 | $1.92M | Buy |
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|
2025
Q2 | $1.54M | Buy |
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|
2025
Q1 | $1.75M | Buy |
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|
2024
Q4 | $1.36M | Sell |
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|
2024
Q3 | $1.38M | Sell |
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|
2024
Q2 | $1.48M | Buy |
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|
2024
Q1 | $1.48M | Sell |
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|
2023
Q4 | $1.41M | Sell |
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|
2023
Q3 | $1.62M | Sell |
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|
2023
Q2 | $1.54M | Buy |
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|
2023
Q1 | $870K | Sell |
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|
2022
Q4 | $1.21M | Buy |
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|
2022
Q3 | $895K | Buy |
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|
2022
Q2 | $696K | Buy |
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|
2022
Q1 | $607K | Sell |
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|
2021
Q4 | $468K | Buy |
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|
2021
Q3 | $392K | Sell |
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|
2021
Q2 | $408K | Sell |
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|
2021
Q1 | $488K | Buy |
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|
2020
Q4 | $310K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $241K | Sell |
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|
2020
Q1 | $408K | Buy |
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|
2019
Q4 | $677K | Buy |
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|
2019
Q3 | $657K | Buy |
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|
2019
Q2 | $661K | Buy |
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|
2019
Q1 | $654K | Buy |
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