Circle 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 | $215K | Sell |
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|
2025
Q2 | $240K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $408K | Buy |
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|
2023
Q4 | $293K | Sell |
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|
2023
Q3 | $352K | Buy |
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|
2023
Q2 | $254K | Sell |
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|
2023
Q1 | $266K | Sell |
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|
2022
Q4 | $293K | Buy |
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|
2022
Q3 | $212K | Sell |
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|
2022
Q2 | $244K | Buy |
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|
2022
Q1 | $268K | Sell |
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|
2021
Q4 | $248K | Buy |
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|
2021
Q3 | $213K | Hold |
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|
2021
Q2 | $220K | Buy |
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|
2021
Q1 | $213K | Sell |
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|
2020
Q4 | $300K | Sell |
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|
2020
Q3 | $266K | Sell |
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|
2020
Q2 | $354K | Buy |
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|
2020
Q1 | $260K | Sell |
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|
2019
Q4 | $688K | Buy |
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|
2019
Q3 | $530K | Sell |
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|
2019
Q2 | $578K | Buy |
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|
2019
Q1 | $500K | Hold |
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|
2018
Q4 | $441K | Hold |
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|
2018
Q3 | $496K | Buy |
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|
2018
Q2 | $510K | Buy |
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|
2018
Q1 | $457K | Buy |
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|
2017
Q4 | $501K | Buy |
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|
2017
Q3 | $467K | Buy |
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|
2017
Q2 | $412K | Buy |
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|
2017
Q1 | $321K | Buy |
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|
2016
Q4 | $349K | Buy |
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