Bernardo Wealth Planning’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 | $551K | Buy |
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|
2025
Q1 | $634K | Sell |
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|
2024
Q4 | $586K | Sell |
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|
2024
Q3 | $580K | Sell |
|
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|
2024
Q2 | $618K | Buy |
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|
2024
Q1 | $617K | Sell |
|
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|
2023
Q4 | $598K | Buy |
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|
2023
Q3 | $650K | Buy |
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|
2023
Q2 | $599K | Buy |
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|
2023
Q1 | $616K | Sell |
|
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|
2022
Q4 | $684K | Sell |
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|
2022
Q3 | $664K | Buy |
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|
2022
Q2 | $554K | Sell |
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|
2022
Q1 | $635K | Buy |
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|
2021
Q4 | $452K | Buy |
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|
2021
Q3 | $390K | Buy |
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|
2021
Q2 | $403K | Buy |
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|
2021
Q1 | $400K | Sell |
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|
2020
Q4 | $540K | Sell |
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|
2020
Q3 | $598K | Sell |
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|
2020
Q2 | $999K | Buy |
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|
2020
Q1 | $723K | Sell |
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|
2019
Q4 | $1.24M | Buy |
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|
2019
Q3 | $1.17M | Buy |
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|
2019
Q2 | $1.2M | Buy |
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|
2019
Q1 | $1.11M | Buy |
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|
2018
Q4 | $917K | Buy |
|