Baltimore-Washington Financial 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 | $395K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $209K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $25K | Hold |
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|
2015
Q2 | $31K | Hold |
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|
2015
Q1 | $34K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $1K | Sell |
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|
2014
Q2 | $33K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $80K | Hold |
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|
2013
Q3 | $78K | Buy |
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|
2013
Q2 | $65K | Buy |
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