Core Wealth Advisors’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 | – | Sell |
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|
2025
Q1 | $212K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $200K | Buy |
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|
2024
Q1 | $188K | Hold |
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|
2023
Q4 | $178K | Buy |
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|
2023
Q3 | $28.8K | Sell |
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|
2023
Q2 | $1.93M | Buy |
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|
2023
Q1 | $1.87M | Buy |
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|
2022
Q4 | $1.52M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $59K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $38K | Buy |
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|
2019
Q4 | $63K | Buy |
|