Edge Wealth Management’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 | $807K | Buy |
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|
2025
Q2 | $738K | Buy |
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|
2025
Q1 | $853K | Sell |
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|
2024
Q4 | $739K | Buy |
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|
2024
Q3 | $747K | Sell |
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|
2024
Q2 | $805K | Sell |
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|
2024
Q1 | $814K | Sell |
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|
2023
Q4 | $882K | Sell |
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|
2023
Q3 | $1.04M | Sell |
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|
2023
Q2 | $1M | Buy |
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|
2023
Q1 | $998K | Sell |
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|
2022
Q4 | $1.47M | Sell |
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|
2022
Q3 | $1.19M | Sell |
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|
2022
Q2 | $1.28M | Buy |
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|
2022
Q1 | $1.44M | Buy |
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|
2021
Q4 | $831K | Buy |
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|
2021
Q3 | $599K | Buy |
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|
2021
Q2 | $613K | Buy |
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|
2021
Q1 | $611K | Buy |
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|
2020
Q4 | $338K | Sell |
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|
2020
Q3 | $6.25M | Sell |
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|
2020
Q2 | $8.18M | Sell |
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|
2020
Q1 | $7.06M | Buy |
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|
2019
Q4 | $7.65M | Buy |
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|
2019
Q3 | $5.94M | Sell |
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|
2019
Q2 | $6.95M | Buy |
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|
2019
Q1 | $5.84M | Buy |
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|
2018
Q4 | $3.82M | Buy |
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|
2018
Q3 | $1.46M | Buy |
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|
2018
Q2 | $1.5M | Sell |
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|
2018
Q1 | $1.96M | Sell |
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|
2017
Q4 | $2.2M | Sell |
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|
2017
Q3 | $2.45M | Sell |
|
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|
2017
Q2 | $5.72M | Sell |
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|
2017
Q1 | $6.08M | Buy |
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|
2016
Q4 | $4.88M | Sell |
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|
2016
Q3 | $4.3M | Sell |
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|
2016
Q2 | $4.62M | Sell |
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|
2016
Q1 | $4.33M | Sell |
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|
2015
Q4 | $5.06M | Sell |
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|
2015
Q3 | $5.86M | Buy |
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|
2015
Q2 | $6.97M | Buy |
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|
2015
Q1 | $7.42M | Buy |
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|
2014
Q4 | $7.56M | Buy |
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|
2014
Q3 | $995K | Sell |
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|
2014
Q2 | $1.09M | Sell |
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|
2014
Q1 | $1.72M | Sell |
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|
2013
Q4 | $7.53M | Buy |
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|
2013
Q3 | $6.33M | Buy |
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|
2013
Q2 | $5.98M | Buy |
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