Acorn Wealth Advisors’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 | $247K | Sell |
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|
2025
Q1 | $333K | Sell |
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|
2024
Q4 | $303K | Buy |
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|
2024
Q3 | $298K | Buy |
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|
2024
Q2 | $310K | Buy |
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|
2024
Q1 | $293K | Buy |
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|
2023
Q4 | $277K | Sell |
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|
2023
Q3 | $328K | Sell |
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|
2023
Q2 | $309K | Buy |
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|
2023
Q1 | $287K | Sell |
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|
2022
Q4 | $317K | Buy |
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|
2022
Q3 | $248K | Sell |
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|
2022
Q2 | $262K | Sell |
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|
2022
Q1 | $296K | Buy |
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|
2021
Q4 | $203K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $104K | Buy |
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|
2018
Q1 | $105K | Buy |
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|
2017
Q4 | $106K | Buy |
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