4J Wealth Management’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 | $224K | Hold |
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|
2025
Q1 | $261K | Hold |
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|
2024
Q4 | $226K | Hold |
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|
2024
Q3 | $230K | Hold |
|
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|
2024
Q2 | $244K | Buy |
|
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|
2024
Q1 | $231K | Hold |
|
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|
2023
Q4 | $218K | Hold |
|
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|
2023
Q3 | $247K | Hold |
|
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|
2023
Q2 | $230K | Hold |
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|
2023
Q1 | $239K | Buy |
|
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|
2022
Q4 | $261K | Hold |
|
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|
2022
Q3 | $209K | Hold |
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|
2022
Q2 | $210K | Hold |
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|
2022
Q1 | $236K | Buy |
|