Affinity 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $288K | Buy |
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|
2017
Q3 | $231K | Hold |
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|
2017
Q2 | $205K | Hold |
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|
2017
Q1 | $211K | Sell |
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|
2016
Q4 | $235K | Hold |
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|
2016
Q3 | $206K | Hold |
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|
2016
Q2 | $209K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $209K | Hold |
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|
2014
Q4 | $224K | Buy |
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|
2014
Q2 | $201K | Buy |
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|
2013
Q3 | $257K | Sell |
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|
2013
Q2 | $253K | Buy |
|