Blodgett Wealth Advisors’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 | $562K | Hold |
|
|||||
|
2025
Q2 | $518K | Hold |
|
|||||
|
2025
Q1 | $605K | Sell |
|
|||||
|
2024
Q4 | $557K | Sell |
|
|||||
|
2024
Q3 | $581K | Buy |
|
|||||
|
2024
Q2 | $546K | Sell |
|
|||||
|
2024
Q1 | $559K | Sell |
|
|||||
|
2023
Q4 | $700K | Buy |
|
|||||
|
2023
Q3 | $770K | Buy |
|
|||||
|
2023
Q2 | $718K | Buy |
|
|||||
|
2023
Q1 | $598K | Buy |
|
|||||
|
2022
Q4 | $652K | Sell |
|
|||||
|
2022
Q3 | $665K | Buy |
|
|||||
|
2022
Q2 | $356K | Buy |
|
|||||
|
2022
Q1 | $388K | Sell |
|
|||||
|
2021
Q4 | $347K | Buy |
|