Curated Wealth Partners’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 | $344K | Buy |
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|
2025
Q2 | $269K | Sell |
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|
2025
Q1 | $338K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $251K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $269K | Sell |
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|
2023
Q3 | $352K | Sell |
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|
2023
Q2 | $336K | Buy |
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|
2023
Q1 | $328K | Buy |
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|
2022
Q4 | $271K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $861K | Hold |
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|
2021
Q4 | $861K | Buy |
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|
2021
Q3 | $738K | Buy |
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|
2021
Q2 | $742K | Buy |
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|
2021
Q1 | $661K | Buy |
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|
2020
Q4 | $452K | Buy |
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