Trifecta 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
Q2 | $645K | Buy |
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|
2025
Q1 | $617K | Sell |
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|
2024
Q4 | $3.71M | Sell |
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|
2024
Q3 | $3.91M | Buy |
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|
2024
Q2 | $4.1M | Buy |
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|
2024
Q1 | $3.86M | Buy |
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|
2023
Q4 | $3.32M | Buy |
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|
2023
Q3 | $3.46M | Buy |
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|
2023
Q2 | $2.62M | Buy |
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|
2023
Q1 | $2.53M | Buy |
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|
2022
Q4 | $2.53M | Buy |
|