Ameliora 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 | $294K | Hold |
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|
2025
Q1 | $343K | Sell |
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|
2024
Q4 | $547K | Hold |
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|
2024
Q3 | $556K | Sell |
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|
2024
Q2 | $659K | Sell |
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|
2024
Q1 | $716K | Sell |
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|
2023
Q4 | $680K | Buy |
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|
2023
Q3 | $640K | Buy |
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|
2023
Q2 | $568K | Buy |
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|
2023
Q1 | $529K | Buy |
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|
2022
Q4 | $534K | Hold |
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|
2022
Q3 | $469K | Buy |
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