Cedar 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
Q2 | $283K | Buy |
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|
2025
Q1 | $325K | Hold |
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|
2024
Q4 | $282K | Sell |
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|
2024
Q3 | $649K | Buy |
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|
2024
Q2 | $439K | Buy |
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|
2024
Q1 | $404K | Buy |
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|
2023
Q4 | $312K | Buy |
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|
2023
Q3 | $336K | Buy |
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|
2023
Q2 | $287K | Buy |
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|
2023
Q1 | $282K | Hold |
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|
2022
Q4 | $310K | Hold |
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|
2022
Q3 | $248K | Sell |
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|
2022
Q2 | $358K | Hold |
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|
2022
Q1 | $403K | Sell |
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|
2021
Q4 | $911K | Sell |
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|
2021
Q3 | $1.04M | Buy |
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|
2021
Q2 | $1.04M | Buy |
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|
2021
Q1 | $1.03M | Sell |
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|
2020
Q4 | $878K | Buy |
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|
2020
Q3 | $310K | Buy |
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|
2020
Q2 | $90K | Buy |
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|
2020
Q1 | $37K | Buy |
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|
2019
Q4 | $56K | Buy |
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|
2019
Q3 | $42K | Hold |
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|
2019
Q2 | $44K | Hold |
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|
2019
Q1 | $43K | Sell |
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|
2018
Q4 | $39K | Hold |
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|
2018
Q3 | $44K | Hold |
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|
2018
Q2 | $46K | Hold |
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|
2018
Q1 | $41K | Hold |
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|
2017
Q4 | $45K | Sell |
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|
2017
Q3 | $639K | Hold |
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|
2017
Q2 | $567K | Sell |
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|
2017
Q1 | $627K | Hold |
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|
2016
Q4 | $687K | Hold |
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|
2016
Q3 | $601K | Hold |
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|
2016
Q2 | $612K | Hold |
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|
2016
Q1 | $557K | Buy |
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|
2015
Q4 | $493K | Buy |
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