Congress 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 | $23.2M | Buy |
|
|||||
|
2025
Q1 | $26.9M | Buy |
|
|||||
|
2024
Q4 | $19.3M | Buy |
|
|||||
|
2024
Q3 | $19.5M | Buy |
|
|||||
|
2024
Q2 | $16.6M | Sell |
|
|||||
|
2024
Q1 | $23.8M | Buy |
|
|||||
|
2023
Q4 | $20.6M | Sell |
|
|||||
|
2023
Q3 | $23.7M | Buy |
|
|||||
|
2023
Q2 | $20.9M | Buy |
|
|||||
|
2023
Q1 | $20.9M | Buy |
|
|||||
|
2022
Q4 | $22.8M | Buy |
|
|||||
|
2022
Q3 | $18M | Buy |
|
|||||
|
2022
Q2 | $17.2M | Buy |
|
|||||
|
2022
Q1 | $14.6M | Sell |
|
|||||
|
2021
Q4 | $10.9M | Buy |
|