Consilium Wealth Advisory’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 | $847K | Buy |
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|
2025
Q2 | $748K | Sell |
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|
2025
Q1 | $1.01M | Sell |
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|
2024
Q4 | $882K | Buy |
|
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|
2024
Q3 | $788K | Buy |
|
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|
2024
Q2 | $800K | Buy |
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|
2024
Q1 | $593K | Buy |
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|
2023
Q4 | $528K | Buy |
|
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|
2023
Q3 | $269K | Sell |
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|
2023
Q2 | $1,000K | Sell |
|
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|
2023
Q1 | $1.14M | Sell |
|
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|
2022
Q4 | $1.41M | Buy |
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|
2022
Q3 | $832K | Sell |
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|
2022
Q2 | $882K | Buy |
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|
2022
Q1 | $982K | Sell |
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|
2021
Q4 | $925K | Buy |
|