Birchcreek 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 | $481K | Sell |
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|
2025
Q1 | $563K | Buy |
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|
2024
Q4 | $486K | Hold |
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|
2024
Q3 | $494K | Sell |
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|
2024
Q2 | $541K | Sell |
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|
2024
Q1 | $697K | Buy |
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|
2023
Q4 | $632K | Buy |
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|
2023
Q3 | $667K | Sell |
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|
2023
Q2 | $633K | Hold |
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|
2023
Q1 | $656K | Buy |
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|
2022
Q4 | $719K | Hold |
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|
2022
Q3 | $576K | Hold |
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|
2022
Q2 | $580K | Buy |
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|
2022
Q1 | $630K | Buy |
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|
2021
Q4 | $430K | Sell |
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|
2021
Q3 | $453K | Sell |
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|
2021
Q2 | $473K | Buy |
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|
2021
Q1 | $441K | Buy |
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|
2020
Q4 | $338K | Buy |
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