EverSource 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 | $6.47M | Sell |
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|
2025
Q1 | $10.9M | Sell |
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|
2024
Q4 | $9.72M | Sell |
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|
2024
Q3 | $9.9M | Sell |
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|
2024
Q2 | $11.7M | Buy |
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|
2024
Q1 | $10.5M | Buy |
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|
2023
Q4 | $6.88M | Buy |
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|
2023
Q3 | $7.41M | Buy |
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|
2023
Q2 | $6.75M | Buy |
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|
2023
Q1 | $6.29M | Buy |
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|
2022
Q4 | $6.67M | Buy |
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|
2022
Q3 | $1.51M | Buy |
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|
2022
Q2 | $1.14M | Buy |
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|
2022
Q1 | $974K | Buy |
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|
2021
Q4 | $528K | Buy |
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