Baker Tilly 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 | $800K | Buy |
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|
2025
Q2 | $680K | Sell |
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|
2025
Q1 | $890K | Buy |
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|
2024
Q4 | $621K | Sell |
|
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|
2024
Q3 | $671K | Sell |
|
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|
2024
Q2 | $771K | Sell |
|
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|
2024
Q1 | $1.74M | Buy |
|
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|
2023
Q4 | $1.32M | Sell |
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|
2023
Q3 | $1.56M | Sell |
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|
2023
Q2 | $1.51M | Sell |
|
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|
2023
Q1 | $1.64M | Sell |
|
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|
2022
Q4 | $2.06M | Buy |
|
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|
2022
Q3 | $1.49M | Sell |
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|
2022
Q2 | $1.88M | Sell |
|
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|
2022
Q1 | $2.17M | Sell |
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|
2021
Q4 | $1.78M | Buy |
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|
2021
Q3 | $1.37M | Sell |
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|
2021
Q2 | $1.72M | Buy |
|
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|
2021
Q1 | $1.57M | Buy |
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|
2020
Q4 | $1.12M | Buy |
|