Compass 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
Q2 | $6.13M | Sell |
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|
2025
Q1 | $7.36M | Sell |
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|
2024
Q4 | $6.47M | Buy |
|
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|
2024
Q3 | $6.43M | Sell |
|
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|
2024
Q2 | $7M | Sell |
|
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|
2024
Q1 | $7.07M | Buy |
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|
2023
Q4 | $6.27M | Buy |
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|
2023
Q3 | $6.21M | Buy |
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|
2023
Q2 | $5.68M | Sell |
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|
2023
Q1 | $5.9M | Sell |
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|
2022
Q4 | $6.58M | Buy |
|