Act 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 | $662K | Sell |
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|
2025
Q2 | $675K | Sell |
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|
2025
Q1 | $802K | Buy |
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|
2024
Q4 | $647K | Sell |
|
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|
2024
Q3 | $663K | Buy |
|
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|
2024
Q2 | $699K | Buy |
|
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|
2024
Q1 | $678K | Sell |
|
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|
2023
Q4 | $641K | Buy |
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|
2023
Q3 | $713K | Buy |
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|
2023
Q2 | $660K | Buy |
|
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|
2023
Q1 | $682K | Sell |
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|
2022
Q4 | $768K | Sell |
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|
2022
Q3 | $682K | Buy |
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|
2022
Q2 | $679K | Sell |
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|
2022
Q1 | $778K | Buy |
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|
2021
Q4 | $545K | Buy |
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|
2021
Q3 | $479K | Hold |
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|
2021
Q2 | $479K | Buy |
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|
2021
Q1 | $479K | Buy |
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|
2020
Q4 | $364K | Buy |
|