CJM Wealth Advisers’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 | $446K | Buy |
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|
2025
Q2 | $410K | Buy |
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|
2025
Q1 | $479K | Sell |
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|
2024
Q4 | $420K | Buy |
|
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|
2024
Q3 | $407K | Hold |
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|
2024
Q2 | $432K | Buy |
|
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|
2024
Q1 | $435K | Sell |
|
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|
2023
Q4 | $513K | Buy |
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|
2023
Q3 | $576K | Sell |
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|
2023
Q2 | $586K | Sell |
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|
2023
Q1 | $812K | Sell |
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|
2022
Q4 | $981K | Sell |
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|
2022
Q3 | $972K | Sell |
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|
2022
Q2 | $1.08M | Sell |
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|
2022
Q1 | $1.37M | Buy |
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|
2021
Q4 | $945K | Buy |
|