Zimmermann Investment Management & Planning’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$235K Sell
2024
Q1
$297K Sell
2023
Q4
$387K Buy
2023
Q3
$409K Sell
2023
Q2
$423K Buy
2023
Q1
$384K Buy
2022
Q4
$362K Buy
2022
Q3
$257K Sell
2022
Q2
$265K Buy