Cassady Schiller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $774K | Buy |
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|
2024
Q3 | $778K | Hold |
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|
2024
Q2 | $826K | Sell |
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|
2024
Q1 | $838K | Buy |
|
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|
2023
Q4 | $695K | Hold |
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|
2023
Q3 | $786K | Buy |
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|
2023
Q2 | $713K | Hold |
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|
2023
Q1 | $739K | Hold |
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|
2022
Q4 | $813K | Sell |
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|
2022
Q3 | $658K | Sell |
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|
2022
Q2 | $664K | Buy |
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|
2022
Q1 | $735K | Buy |
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|
2021
Q4 | $60K | Buy |
|