AllSquare 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
Q2 | $276K | Hold |
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|
2025
Q1 | $323K | Hold |
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|
2024
Q4 | $279K | Hold |
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|
2024
Q3 | $284K | Hold |
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|
2024
Q2 | $302K | Hold |
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|
2024
Q1 | $304K | Buy |
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|
2023
Q4 | $283K | Hold |
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|
2023
Q3 | $320K | Hold |
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|
2023
Q2 | $291K | Hold |
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|
2023
Q1 | $310K | Hold |
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|
2022
Q4 | $341K | Hold |
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|
2022
Q3 | $273K | Hold |
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|
2022
Q2 | $275K | Hold |
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|
2022
Q1 | $309K | Hold |
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|
2021
Q4 | $223K | Hold |
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|
2021
Q3 | $193K | Hold |
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|
2021
Q2 | $199K | Hold |
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|
2021
Q1 | $199K | Hold |
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|
2020
Q4 | $160K | Hold |
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|
2020
Q3 | $137K | Hold |
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|
2020
Q2 | $169K | Hold |
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|
2020
Q1 | $138K | Hold |
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|
2019
Q4 | $229K | Sell |
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|
2019
Q3 | $249K | Sell |
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|
2019
Q2 | $262K | Hold |
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|
2019
Q1 | $259K | Hold |
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|
2018
Q4 | $229K | Hold |
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|
2018
Q3 | $258K | Hold |
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|
2018
Q2 | $266K | Buy |
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|
2018
Q1 | $212K | Hold |
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|
2017
Q4 | $232K | Hold |
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|
2017
Q3 | $218K | Buy |
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|
2017
Q2 | $1K | Hold |
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|
2017
Q1 | $1K | Hold |
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|
2016
Q4 | $1K | Hold |
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|
2016
Q3 | $1K | Hold |
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|
2016
Q2 | $1K | Sell |
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|
2016
Q1 | $2K | Hold |
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|
2015
Q4 | $1K | Sell |
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|
2015
Q3 | $89K | Hold |
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|
2015
Q2 | $108K | Hold |
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|
2015
Q1 | $118K | Sell |
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|
2014
Q4 | $177K | Buy |
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