Atlas Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $684K | Sell |
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|
2023
Q4 | $661K | Hold |
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|
2023
Q3 | $747K | Sell |
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|
2023
Q2 | $707K | Buy |
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|
2023
Q1 | $723K | Buy |
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|
2022
Q4 | $765K | Hold |
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|
2022
Q3 | $612K | Hold |
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|
2022
Q2 | $617K | Buy |
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|
2022
Q1 | $589K | Buy |
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|
2021
Q4 | $354K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $67K | Sell |
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|
2020
Q4 | $54K | Sell |
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|
2020
Q3 | $52K | Sell |
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|
2020
Q2 | $189K | Hold |
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|
2020
Q1 | $153K | Buy |
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|
2019
Q4 | $255K | Buy |
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