Cypress Wealth Services’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 | $1.57M | Buy |
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|
2025
Q2 | $1.37M | Sell |
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|
2025
Q1 | $1.62M | Buy |
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|
2024
Q4 | $1.39M | Sell |
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|
2024
Q3 | $1.58M | Buy |
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|
2024
Q2 | $1.48M | Sell |
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|
2024
Q1 | $1.54M | Buy |
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|
2023
Q4 | $1.34M | Sell |
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|
2023
Q3 | $1.51M | Buy |
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|
2023
Q2 | $1.37M | Buy |
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|
2023
Q1 | $1.42M | Sell |
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|
2022
Q4 | $1.58M | Buy |
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|
2022
Q3 | $1.41M | Buy |
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|
2022
Q2 | $1.18M | Buy |
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|
2022
Q1 | $1.26M | Sell |
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|
2021
Q4 | $959K | Sell |
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|
2021
Q3 | $849K | Sell |
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|
2021
Q2 | $1.03M | Buy |
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|
2021
Q1 | $714K | Sell |
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|
2020
Q4 | $578K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $756K | Sell |
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|
2020
Q1 | $620K | Sell |
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|
2019
Q4 | $3.53M | Sell |
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|
2019
Q3 | $3.52M | Sell |
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|
2019
Q2 | $3.74M | Buy |
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|
2019
Q1 | $3.69M | Sell |
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|
2018
Q4 | $3.32M | Sell |
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|
2018
Q3 | $4.13M | Buy |
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|
2018
Q2 | $4.11M | Buy |
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|
2018
Q1 | $3.64M | Sell |
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|
2017
Q4 | $4.08M | Buy |
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