Alta 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 | – | Sell |
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|
2025
Q1 | $536K | Sell |
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|
2024
Q4 | $483K | Sell |
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|
2024
Q3 | $492K | Buy |
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|
2024
Q2 | $425K | Hold |
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|
2024
Q1 | $429K | Sell |
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|
2023
Q4 | $429K | Sell |
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|
2023
Q3 | $1.5M | Buy |
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|
2023
Q2 | $248K | Buy |
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|
2023
Q1 | $257K | Buy |
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|
2022
Q4 | $264K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $204K | Buy |
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