BCS 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
Q2 | $1.08M | Buy |
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|
2025
Q1 | $845K | Sell |
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|
2024
Q4 | $748K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $844K | Buy |
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|
2023
Q4 | $767K | Sell |
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|
2023
Q3 | $874K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $355K | Sell |
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|
2022
Q4 | $829K | Hold |
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|
2022
Q3 | $664K | Sell |
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|
2022
Q2 | $815K | Buy |
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|
2022
Q1 | $857K | Sell |
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|
2021
Q4 | $983K | Buy |
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|
2021
Q3 | $801K | Buy |
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|
2021
Q2 | $757K | Buy |
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|
2021
Q1 | $714K | Buy |
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|
2020
Q4 | $409K | Sell |
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|
2020
Q3 | $428K | Sell |
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|
2020
Q2 | $553K | Sell |
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|
2020
Q1 | $504K | Sell |
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|
2019
Q4 | $862K | Buy |
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