Vishria Bird Financial Group’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 | $747K | Hold |
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|
2025
Q1 | $873K | Hold |
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|
2024
Q4 | $756K | Sell |
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|
2024
Q3 | $813K | Sell |
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|
2024
Q2 | $882K | Hold |
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|
2024
Q1 | $890K | Hold |
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|
2023
Q4 | $841K | Sell |
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|
2023
Q3 | $1.05M | Buy |
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|
2023
Q2 | $950K | Hold |
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|
2023
Q1 | $985K | Sell |
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|
2022
Q4 | $1.1M | Hold |
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|
2022
Q3 | $881K | Hold |
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|
2022
Q2 | $888K | Hold |
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|
2022
Q1 | $999K | Sell |
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|
2021
Q4 | $955K | Hold |
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|
2021
Q3 | $825K | Buy |
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|
2021
Q2 | $211K | Sell |
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|
2021
Q1 | $248K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $211K | Sell |
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|
2020
Q1 | $2.99M | Buy |
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|
2019
Q4 | $301K | Hold |
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|
2019
Q3 | $296K | Sell |
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|
2019
Q2 | $318K | Buy |
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|
2019
Q1 | $307K | Hold |
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|
2018
Q4 | $272K | Hold |
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|
2018
Q3 | $305K | Hold |
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|
2018
Q2 | $316K | Buy |
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