Beverly Hills Private Wealth’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
$3.65M Sell
2025
Q1
$4.35M Buy
2024
Q4
$3.76M Sell
2024
Q3
$3.96M Sell
2024
Q2
$5M Sell
2024
Q1
$5.15M Sell
2023
Q4
$5.16M Sell
2023
Q3
$6.04M Sell
2023
Q2
$10.5M Buy
2023
Q1
$5.77M Buy
2022
Q4
$5.17M Buy