Confluence Wealth Services’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 | $6.02M | Buy |
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|
2025
Q1 | $5.73M | Buy |
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|
2024
Q4 | $6.46M | Buy |
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|
2024
Q3 | $5.6M | Sell |
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|
2024
Q2 | $6.4M | Buy |
|
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|
2024
Q1 | $5.22M | Buy |
|
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|
2023
Q4 | $4.05M | Sell |
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|
2023
Q3 | $4.6M | Buy |
|
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|
2023
Q2 | $3.98M | Sell |
|
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|
2023
Q1 | $4.15M | Buy |
|
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|
2022
Q4 | $4.21M | Buy |
|
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|
2022
Q3 | $3.32M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $4.08M | Sell |
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|
2021
Q4 | $2.94M | Buy |
|