BigSur 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 | $613K | Buy |
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|
2025
Q2 | $558K | Hold |
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|
2025
Q1 | $652K | Hold |
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|
2024
Q4 | $565K | Sell |
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|
2024
Q3 | $1.35M | Hold |
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|
2024
Q2 | $1.44M | Buy |
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|
2024
Q1 | $1.36M | Buy |
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|
2023
Q4 | $298K | Hold |
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|
2023
Q3 | $337K | Hold |
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|
2023
Q2 | $315K | Sell |
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|
2023
Q1 | $571K | Hold |
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|
2022
Q4 | $628K | Buy |
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|
2022
Q3 | $287K | Hold |
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|
2022
Q2 | $290K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $241K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $200K | Buy |
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