Elmwood 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 | $592K | Buy |
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|
2025
Q2 | $439K | Hold |
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|
2025
Q1 | $513K | Sell |
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|
2024
Q4 | $495K | Buy |
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|
2024
Q3 | $502K | Hold |
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|
2024
Q2 | $533K | Hold |
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|
2024
Q1 | $537K | Buy |
|
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|
2023
Q4 | $470K | Sell |
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|
2023
Q3 | $575K | Buy |
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|
2023
Q2 | $536K | Buy |
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|
2023
Q1 | $555K | Buy |
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|
2022
Q4 | $611K | Buy |
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|
2022
Q3 | $467K | Buy |
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|
2022
Q2 | $452K | Buy |
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|
2022
Q1 | $509K | Sell |
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|
2021
Q4 | $429K | Buy |
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|
2021
Q2 | $385K | Buy |
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|
2021
Q1 | $356K | Buy |
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|
2020
Q3 | $307K | Hold |
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|
2020
Q2 | $307K | Sell |
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|
2020
Q1 | $1.33M | Buy |
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|
2019
Q4 | $1.41M | Buy |
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|
2019
Q3 | $1.35M | Buy |
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|
2019
Q2 | $1.32M | Sell |
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|
2019
Q1 | $1.31M | Sell |
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|
2018
Q4 | $1.23M | Hold |
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|
2018
Q3 | $1.38M | Sell |
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|
2018
Q2 | $1.44M | Sell |
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|
2018
Q1 | $1.33M | Buy |
|