Aletheian 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
$218K Buy
2025
Q1
$249K Buy
2024
Q4
Sell
2024
Q3
$220K Sell
2024
Q2
$821K Buy
2024
Q1
$785K Buy
2023
Q4
$678K Sell
2023
Q3
$793K Sell
2023
Q2
$792K Buy
2023
Q1
$205K Buy