CarsonAllaria 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
Q3 | – | Sell |
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|
2025
Q2 | $81K | Buy |
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|
2025
Q1 | $93.9K | Buy |
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|
2024
Q4 | $80.7K | Buy |
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|
2024
Q3 | $81.5K | Buy |
|
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|
2024
Q2 | $83.4K | Buy |
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|
2024
Q1 | $69.3K | Buy |
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|
2023
Q4 | $65K | Buy |
|
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|
2023
Q3 | $72.9K | Hold |
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|
2023
Q2 | $68K | Buy |
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|
2023
Q1 | $70K | Buy |
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|
2022
Q4 | $76K | Buy |
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|
2022
Q3 | $61K | Buy |
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|
2022
Q2 | $37K | Buy |
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|
2022
Q1 | $41K | Sell |
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|
2021
Q4 | $43K | Buy |
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