Whelan Financial’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 | $745K | Buy |
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|
2025
Q2 | $456K | Sell |
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|
2025
Q1 | $537K | Buy |
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|
2024
Q4 | $452K | Buy |
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|
2024
Q3 | $447K | Sell |
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|
2024
Q2 | $506K | Buy |
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|
2024
Q1 | $485K | Sell |
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|
2023
Q4 | $590K | Buy |
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|
2023
Q3 | $643K | Buy |
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|
2023
Q2 | $277K | Buy |
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|
2023
Q1 | $287K | Buy |
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|
2022
Q4 | $297K | Buy |
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|
2022
Q3 | $238K | Buy |
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