Encompass Wealth Advisors’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 | $554K | Buy |
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|
2025
Q1 | $646K | Sell |
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|
2024
Q4 | $571K | Sell |
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|
2024
Q3 | $914K | Buy |
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|
2024
Q2 | $931K | Sell |
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|
2024
Q1 | $977K | Sell |
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|
2023
Q4 | $924K | Buy |
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|
2023
Q3 | $1.03M | Sell |
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|
2023
Q2 | $961K | Sell |
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|
2023
Q1 | $999K | Buy |
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|
2022
Q4 | $704K | Sell |
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|
2022
Q3 | $565K | Sell |
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|
2022
Q2 | $578K | Sell |
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|
2022
Q1 | $664K | Buy |
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|
2021
Q4 | $458K | Sell |
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|
2021
Q3 | $396K | Sell |
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|
2021
Q2 | $640K | Buy |
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|
2021
Q1 | $637K | Sell |
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|
2020
Q4 | $534K | Buy |
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