Accel 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
Q3 | $957K | Sell |
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|
2025
Q2 | $926K | Sell |
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|
2025
Q1 | $1.09M | Buy |
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|
2024
Q4 | $925K | Sell |
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|
2024
Q3 | $1.03M | Sell |
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|
2024
Q2 | $1.18M | Buy |
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|
2024
Q1 | $1.06M | Buy |
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|
2023
Q4 | $938K | Buy |
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|
2023
Q3 | $1M | Buy |
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|
2023
Q2 | $734K | Buy |
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|
2023
Q1 | $520K | Buy |
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|
2022
Q4 | $558K | Sell |
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|
2022
Q3 | $613K | Sell |
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|
2022
Q2 | $559K | Buy |
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|
2022
Q1 | $664K | Buy |
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|
2021
Q4 | $472K | Buy |
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|
2021
Q3 | $282K | Buy |
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|
2021
Q2 | $289K | Buy |
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|
2021
Q1 | $288K | Buy |
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|
2020
Q4 | $220K | Buy |
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