Castle 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 | $1.21M | Sell |
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|
2025
Q2 | $1.11M | Buy |
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|
2025
Q1 | $1.16M | Buy |
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|
2024
Q4 | $906K | Sell |
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|
2024
Q3 | $954K | Buy |
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|
2024
Q2 | $943K | Buy |
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|
2024
Q1 | $887K | Buy |
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|
2023
Q4 | $817K | Buy |
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|
2023
Q3 | $676K | Buy |
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|
2023
Q2 | $576K | Sell |
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|
2023
Q1 | $629K | Sell |
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|
2022
Q4 | $716K | Buy |
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|
2022
Q3 | $564K | Buy |
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|
2022
Q2 | $489K | Buy |
|