EP 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 | $21.6M | Buy |
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|
2025
Q1 | $24.6M | Buy |
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|
2024
Q4 | $18.6M | Sell |
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|
2024
Q3 | $19M | Buy |
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|
2024
Q2 | $17.4M | Buy |
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|
2024
Q1 | $16.3M | Buy |
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|
2023
Q4 | $14.8M | Sell |
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|
2023
Q3 | $17M | Buy |
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|
2023
Q2 | $16.5M | Sell |
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|
2023
Q1 | $29.4M | Buy |
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|
2022
Q4 | $17.1M | Sell |
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|
2022
Q3 | $13.7M | Buy |
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|
2022
Q2 | $9.68M | Sell |
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|
2022
Q1 | $11.2M | Sell |
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|
2021
Q4 | $8.94M | Buy |
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|
2021
Q3 | $7.64M | Sell |
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|
2021
Q2 | $7.96M | Sell |
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|
2021
Q1 | $8.69M | Buy |
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|
2020
Q4 | $5.57M | Buy |
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|
2020
Q3 | $3.93M | Buy |
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|
2020
Q2 | $4.63M | Sell |
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|
2020
Q1 | $4.21M | Sell |
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|
2019
Q4 | $7.25M | Buy |
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|
2019
Q3 | $6.69M | Buy |
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|
2019
Q2 | $6.39M | Buy |
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|
2019
Q1 | $6.02M | Buy |
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|
2018
Q4 | $5.25M | Sell |
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|
2018
Q3 | $6.51M | Buy |
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|
2018
Q2 | $6.16M | Sell |
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|
2018
Q1 | $5.8M | Buy |
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|
2017
Q4 | $5.15M | Buy |
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|
2017
Q3 | $4.38M | Sell |
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|
2017
Q2 | $4.39M | Buy |
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|
2017
Q1 | $3.5M | Sell |
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|
2016
Q4 | $4.81M | Buy |
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|
2016
Q3 | $3.32M | Buy |
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|
2016
Q2 | $3.16M | Buy |
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|
2016
Q1 | $2.78M | Buy |
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|
2015
Q4 | $2.02M | Sell |
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|
2015
Q3 | $1.91M | Sell |
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|
2015
Q2 | $2.87M | Buy |
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|
2015
Q1 | $2.77M | Sell |
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|
2014
Q4 | $3.56M | Sell |
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|
2014
Q3 | $3.85M | Buy |
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|
2014
Q2 | $3.65M | Sell |
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|
2014
Q1 | $3.75M | Sell |
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|
2013
Q4 | $4.37M | Buy |
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|
2013
Q3 | $3.95M | Sell |
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|
2013
Q2 | $3.91M | Buy |
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