Cerro Pacific Wealth Advisors’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 | $3.56M | Sell |
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|
2025
Q1 | $4M | Sell |
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|
2024
Q4 | $4.94M | Sell |
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|
2024
Q3 | $5.26M | Buy |
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|
2024
Q2 | $4.31M | Buy |
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|
2023
Q1 | $3.99M | Buy |
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|
2022
Q4 | $4.36M | Buy |
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|
2022
Q3 | $3.47M | Buy |
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|
2022
Q2 | $1.42M | Sell |
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|
2022
Q1 | $1.72M | Sell |
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|
2021
Q4 | $1.28M | Sell |
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|
2021
Q3 | $1.25M | Sell |
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|
2021
Q2 | $1.7M | Buy |
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|
2020
Q4 | $2.88M | Buy |
|