Crestmont Private Wealth’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 | $621K | Hold |
|
|||||
|
2025
Q1 | $725K | Hold |
|
|||||
|
2024
Q4 | $628K | Hold |
|
|||||
|
2024
Q3 | $638K | Sell |
|
|||||
|
2024
Q2 | $845K | Buy |
|
|||||
|
2024
Q1 | $684K | Hold |
|
|||||
|
2023
Q4 | $646K | Hold |
|
|||||
|
2023
Q3 | $731K | Hold |
|
|||||
|
2023
Q2 | $682K | Hold |
|
|||||
|
2023
Q1 | $707K | Hold |
|
|||||
|
2022
Q4 | $778K | Buy |
|
|||||
|
2022
Q3 | $618K | Buy |
|
|||||
|
2022
Q2 | $617K | Buy |
|