Elk River 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 | $899K | Hold |
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|
2025
Q2 | $829K | Hold |
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|
2025
Q1 | $969K | Sell |
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|
2024
Q4 | $843K | Sell |
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|
2024
Q3 | $868K | Buy |
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|
2024
Q2 | $918K | Sell |
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|
2024
Q1 | $953K | Buy |
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|
2023
Q4 | $876K | Sell |
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|
2023
Q3 | $1.05M | Buy |
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|
2023
Q2 | $911K | Sell |
|
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|
2023
Q1 | $1.02M | Buy |
|
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|
2022
Q4 | $1.08M | Buy |
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|
2022
Q3 | $843K | Hold |
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|
2022
Q2 | $849K | Hold |
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|
2022
Q1 | $955K | Buy |
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|
2021
Q4 | $674K | Buy |
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|
2021
Q3 | $566K | Sell |
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|
2021
Q2 | $585K | Sell |
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|
2021
Q1 | $659K | Hold |
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|
2020
Q4 | $531K | Buy |
|