Concord Wealth Partners’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 | $1.26M | Sell |
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|
2025
Q2 | $1.33M | Buy |
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|
2025
Q1 | $1.38M | Buy |
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|
2024
Q4 | $1.13M | Sell |
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|
2024
Q3 | $3.54M | Buy |
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|
2024
Q2 | $3.58M | Buy |
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|
2024
Q1 | $3.59M | Buy |
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|
2023
Q4 | $2.91M | Buy |
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|
2023
Q3 | $2.4M | Buy |
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|
2023
Q2 | $2.07M | Buy |
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|
2023
Q1 | $1.25M | Buy |
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|
2022
Q4 | $439K | Sell |
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|
2022
Q3 | $455K | Sell |
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|
2022
Q2 | $497K | Sell |
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|
2022
Q1 | $575K | Sell |
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|
2021
Q4 | $447K | Buy |
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|
2021
Q3 | $289K | Sell |
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|
2021
Q2 | $389K | Sell |
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|
2021
Q1 | $438K | Buy |
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|
2020
Q4 | $158K | Buy |
|