BSW Wealth Partners’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 | $759K | Buy |
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|
2025
Q2 | $652K | Sell |
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|
2025
Q1 | $772K | Sell |
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|
2024
Q4 | $717K | Buy |
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|
2024
Q3 | $618K | Buy |
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|
2024
Q2 | $574K | Sell |
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|
2024
Q1 | $582K | Buy |
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|
2023
Q4 | $540K | Sell |
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|
2023
Q3 | $612K | Sell |
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|
2023
Q2 | $586K | Sell |
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|
2023
Q1 | $610K | Buy |
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|
2022
Q4 | $653K | Buy |
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|
2022
Q3 | $522K | Buy |
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|
2022
Q2 | $517K | Buy |
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|
2022
Q1 | $547K | Sell |
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|
2021
Q4 | $399K | Buy |
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|
2021
Q3 | $337K | Hold |
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|
2021
Q2 | $348K | Hold |
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|
2021
Q1 | $348K | Hold |
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|
2020
Q4 | $280K | Hold |
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|
2020
Q3 | $239K | Sell |
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|
2020
Q2 | $462K | Sell |
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|
2020
Q1 | $376K | Buy |
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|
2019
Q4 | $559K | Sell |
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|
2019
Q3 | $551K | Buy |
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|
2019
Q2 | $561K | Sell |
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|
2019
Q1 | $560K | Hold |
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|
2018
Q4 | $494K | Sell |
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|
2018
Q3 | $635K | Sell |
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|
2018
Q2 | $762K | Sell |
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|
2018
Q1 | $692K | Sell |
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|
2017
Q4 | $763K | Sell |
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|
2017
Q3 | $719K | Buy |
|
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|
2017
Q2 | $615K | Buy |
|
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|
2017
Q1 | $627K | Sell |
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|
2016
Q4 | $697K | Buy |
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|
2016
Q3 | $5.87K | Sell |
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|
2016
Q2 | $610K | Hold |
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|
2016
Q1 | $556K | Sell |
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|
2015
Q4 | $617K | Buy |
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|
2015
Q3 | $541K | Buy |
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|
2015
Q2 | $348K | Buy |
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|
2015
Q1 | $262K | Sell |
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|
2014
Q4 | $729K | Sell |
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|
2014
Q3 | $779K | Buy |
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|
2014
Q2 | $300K | Buy |
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|
2014
Q1 | $273K | Sell |
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|
2013
Q4 | $791K | Sell |
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|
2013
Q3 | $781K | Buy |
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|
2013
Q2 | $761K | Buy |
|