Amplius 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
Q3 | $449K | Sell |
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|
2025
Q2 | $463K | Sell |
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|
2025
Q1 | $565K | Buy |
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|
2024
Q4 | $462K | Sell |
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|
2024
Q3 | $497K | Sell |
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|
2024
Q2 | $552K | Sell |
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|
2024
Q1 | $694K | Buy |
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|
2023
Q4 | $649K | Sell |
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|
2023
Q3 | $795K | Sell |
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|
2023
Q2 | $929K | Buy |
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|
2023
Q1 | $911K | Buy |
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|
2022
Q4 | $965K | Sell |
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|
2022
Q3 | $949K | Buy |
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|
2022
Q2 | $591K | Buy |
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|
2022
Q1 | $626K | Sell |
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|
2021
Q4 | $469K | Buy |
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