Elevation 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
$596K Sell
2025
Q2
$576K Buy
2025
Q1
$668K Buy
2024
Q4
$577K Sell
2024
Q3
$611K Buy
2024
Q2
$543K Sell
2024
Q1
$563K Buy
2023
Q4
$321K Buy
2023
Q3
$199K Buy
2023
Q2
$186K Buy
2023
Q1
$192K Buy