Brandywine Oak 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 | $1.05M | Buy |
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|
2025
Q1 | $1.21M | Sell |
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|
2024
Q4 | $1.11M | Buy |
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|
2024
Q3 | $1.09M | Sell |
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|
2024
Q2 | $1.17M | Sell |
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|
2024
Q1 | $1.23M | Sell |
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|
2023
Q4 | $1.16M | Buy |
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|
2023
Q3 | $1.27M | Sell |
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|
2023
Q2 | $1.42M | Buy |
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|
2023
Q1 | $1.46M | Sell |
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|
2022
Q4 | $1.61M | Sell |
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|
2022
Q3 | $1.36M | Sell |
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|
2022
Q2 | $1.37M | Sell |
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|
2022
Q1 | $1.55M | Buy |
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|
2021
Q4 | $1.11M | Sell |
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|
2021
Q3 | $988K | Sell |
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|
2021
Q2 | $1.04M | Buy |
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|
2021
Q1 | $838K | Buy |
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|
2020
Q4 | $674K | Sell |
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|
2020
Q3 | $596K | Sell |
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|
2020
Q2 | $749K | Buy |
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|
2020
Q1 | $567K | Sell |
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|
2019
Q4 | $878K | Sell |
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|
2019
Q3 | $878K | Buy |
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|
2019
Q2 | $671K | Sell |
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|
2019
Q1 | $677K | Buy |
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|
2018
Q4 | $520K | Buy |
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