Clarity 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
Q3 | $639K | Sell |
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|
2025
Q2 | $597K | Buy |
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|
2025
Q1 | $686K | Buy |
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|
2024
Q4 | $586K | Buy |
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|
2024
Q3 | $595K | Sell |
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|
2024
Q2 | $637K | Sell |
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|
2024
Q1 | $662K | Buy |
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|
2023
Q4 | $608K | Buy |
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|
2023
Q3 | $687K | Buy |
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|
2023
Q2 | $641K | Buy |
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|
2023
Q1 | $659K | Sell |
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|
2022
Q4 | $728K | Sell |
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|
2022
Q3 | $653K | Sell |
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|
2022
Q2 | $682K | Buy |
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|
2022
Q1 | $738K | Buy |
|