Evolution 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
Q3 | $213K | Sell |
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|
2025
Q2 | $218K | Hold |
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|
2025
Q1 | $254K | Sell |
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|
2024
Q4 | $230K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $31K | Hold |
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|
2021
Q2 | $32K | Hold |
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|
2021
Q1 | $32K | Hold |
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|
2020
Q4 | $26K | Sell |
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|
2020
Q3 | $46K | Buy |
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|
2020
Q2 | $24K | Buy |
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|
2020
Q1 | $7K | Sell |
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|
2019
Q4 | $68K | Buy |
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|
2019
Q3 | $14K | Sell |
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|
2019
Q2 | $34K | Buy |
|