Triad Financial Advisors’s Chevron CVX Stock Holding History

Triad Financial Advisors’s Portfolio CVX Stock Details CVX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$837K	Buy
2023 Q2	$748K	Buy
2023 Q1	$775K	Buy
2022 Q4	$851K	Buy
2022 Q3	$678K	Buy
2022 Q2	$677K	Sell
2022 Q1	$774K	Sell
2021 Q4	$612K	Buy