Destiny 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 | $618K | Buy |
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|
2025
Q2 | $556K | Buy |
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|
2025
Q1 | $555K | Buy |
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|
2024
Q4 | $443K | Sell |
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|
2024
Q3 | $451K | Buy |
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|
2024
Q2 | $473K | Buy |
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|
2024
Q1 | $476K | Sell |
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|
2023
Q4 | $479K | Buy |
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|
2023
Q3 | $535K | Buy |
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|
2023
Q2 | $400K | Sell |
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|
2023
Q1 | $517K | Buy |
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|
2022
Q4 | $440K | Hold |
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|
2022
Q3 | $352K | Hold |
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|
2022
Q2 | $355K | Sell |
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|
2022
Q1 | $400K | Buy |
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|
2021
Q4 | $284K | Hold |
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|
2021
Q3 | $245K | Sell |
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|
2021
Q2 | $363K | Buy |
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|
2021
Q1 | $258K | Buy |
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|
2020
Q4 | $204K | Buy |
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