CM 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 | $588K | Hold |
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|
2025
Q2 | $542K | Sell |
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|
2025
Q1 | $753K | Hold |
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|
2024
Q4 | $652K | Hold |
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|
2024
Q3 | $663K | Hold |
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|
2024
Q2 | $704K | Sell |
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|
2024
Q1 | $850K | Buy |
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|
2023
Q4 | $579K | Hold |
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|
2023
Q3 | $564K | Buy |
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|
2023
Q2 | $505K | Sell |
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|
2023
Q1 | $1.83M | Buy |
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|
2022
Q4 | $697K | Sell |
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|
2022
Q3 | $585M | Hold |
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|
2022
Q2 | $590K | Buy |
|