Aprio 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
Q3 | $1.38M | Buy |
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|
2025
Q2 | $1.04M | Buy |
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|
2025
Q1 | $1.2M | Buy |
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|
2024
Q4 | $731K | Buy |
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|
2024
Q3 | $670K | Sell |
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|
2024
Q2 | $880K | Buy |
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|
2024
Q1 | $434K | Buy |
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|
2023
Q4 | $210K | Sell |
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|
2023
Q3 | $257K | Buy |
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|
2023
Q2 | $220K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $245K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $409K | Buy |
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|
2022
Q1 | $301K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $432K | Buy |
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