CPA Asset 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
Q3 | $831K | Hold |
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|
2025
Q2 | $766K | Hold |
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|
2025
Q1 | $895K | Hold |
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|
2024
Q4 | $775K | Hold |
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|
2024
Q3 | $788K | Hold |
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|
2024
Q2 | $837K | Buy |
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|
2024
Q1 | $843K | Hold |
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|
2023
Q4 | $797K | Hold |
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|
2023
Q3 | $901K | Buy |
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|
2023
Q2 | $839K | Buy |
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|
2023
Q1 | $869K | Buy |
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|
2022
Q4 | $954K | Buy |
|