CWS Financial 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
Q3 | $1.13M | Buy |
|
|||||
|
2025
Q2 | $920K | Buy |
|
|||||
|
2025
Q1 | $1.07M | Buy |
|
|||||
|
2024
Q4 | $893K | Buy |
|
|||||
|
2024
Q3 | $747K | Buy |
|
|||||
|
2024
Q2 | $670K | Sell |
|
|||||
|
2024
Q1 | $876K | Sell |
|
|||||
|
2023
Q4 | $1.85M | Sell |
|
|||||
|
2023
Q3 | $2.2M | Buy |
|
|||||
|
2023
Q2 | $2.04M | Buy |
|
|||||
|
2023
Q1 | $2.08M | Sell |
|
|||||
|
2022
Q4 | $1.81M | Buy |
|
|||||
|
2022
Q3 | $1.81M | Sell |
|
|||||
|
2022
Q2 | $1.85M | Sell |
|
|||||
|
2022
Q1 | $2.82M | Sell |
|
|||||
|
2021
Q4 | $2.07M | Buy |
|
|||||
|
2021
Q2 | $1.82M | Buy |
|
|||||
|
2021
Q1 | $1.81M | Sell |
|
|||||
|
2020
Q4 | $1.49M | Sell |
|
|||||
|
2020
Q3 | $1.3M | Sell |
|
|||||
|
2020
Q2 | $1.77M | Buy |
|
|||||
|
2020
Q1 | $2.32M | Hold |
|
|||||
|
2019
Q4 | $2.32M | Buy |
|