BNC 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
2026
Q1
$6.18M Buy
2023
Q4
Sell
2023
Q3
$260K Sell
2023
Q2
$247K Sell
2023
Q1
$3.18M Buy
2022
Q4
$2.3M Buy
2022
Q3
$1.79M Buy
2022
Q2
$1.73M Buy
2022
Q1
$282K Buy
2020
Q4
Sell
2020
Q3
$33K Buy