Elite 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
Q2 | $519K | Sell |
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|
2025
Q1 | $625K | Sell |
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|
2024
Q4 | $759K | Sell |
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|
2024
Q3 | $801K | Buy |
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|
2024
Q2 | $741K | Hold |
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|
2024
Q1 | $747K | Hold |
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|
2023
Q4 | $707K | Buy |
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|
2023
Q3 | $630K | Sell |
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|
2023
Q2 | $605K | Sell |
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|
2023
Q1 | $641K | Hold |
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|
2022
Q4 | $705K | Buy |
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|
2022
Q3 | $556K | Buy |
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|
2022
Q2 | $556K | Hold |
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|
2022
Q1 | $626K | Buy |
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|
2021
Q4 | $437K | Hold |
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|
2021
Q3 | $378K | Buy |
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|
2021
Q2 | $244 | Buy |
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|
2021
Q1 | $241 | Sell |
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|
2020
Q4 | $251K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $232K | Buy |
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|
2019
Q4 | $266K | Hold |
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|
2019
Q3 | $262K | Sell |
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|
2019
Q2 | $361K | Sell |
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|
2019
Q1 | $382K | Sell |
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|
2018
Q4 | $356K | Buy |
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|
2018
Q3 | $315K | Sell |
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|
2018
Q2 | $402K | Hold |
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|
2018
Q1 | $362K | Buy |
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|
2017
Q4 | $310K | Buy |
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|
2016
Q3 | $42K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $585K | Buy |
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|
2015
Q2 | $376K | Hold |
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|
2015
Q1 | $410K | Hold |
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|
2014
Q4 | $438K | Buy |
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|
2014
Q3 | $299K | Buy |
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|
2014
Q2 | $222K | Hold |
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|
2014
Q1 | $202K | Sell |
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|
2013
Q4 | $441K | Buy |
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|
2013
Q3 | $343K | Buy |
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|
2013
Q2 | $81K | Buy |
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