Centric 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 | $3.82M | Buy |
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|
2025
Q2 | $3.44M | Buy |
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|
2025
Q1 | $3.31M | Buy |
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|
2024
Q4 | $2.35M | Buy |
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|
2024
Q3 | $1.1M | Sell |
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|
2024
Q2 | $1.1M | Sell |
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|
2024
Q1 | $1.15M | Buy |
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|
2023
Q4 | $840K | Sell |
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|
2023
Q3 | $2.33M | Buy |
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|
2023
Q2 | $2.06M | Buy |
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|
2023
Q1 | $1.65M | Buy |
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|
2022
Q4 | $1.6M | Buy |
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|
2022
Q3 | $1.25M | Buy |
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|
2022
Q2 | $371K | Sell |
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|
2022
Q1 | $431K | Sell |
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|
2021
Q4 | $328K | Buy |
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|
2021
Q3 | $270K | Hold |
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|
2021
Q2 | $279K | Sell |
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|
2021
Q1 | $294K | Buy |
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|
2020
Q4 | $237K | Sell |
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|
2020
Q3 | $344K | Buy |
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|
2020
Q2 | $229K | Sell |
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|
2020
Q1 | $344K | Buy |
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|
2019
Q4 | $346K | Sell |
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|
2019
Q3 | $344K | Buy |
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|
2019
Q2 | $352K | Buy |
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|
2019
Q1 | $317K | Buy |
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|
2018
Q4 | $250K | Buy |
|