Executive 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $226K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $5M | Buy |
|
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|
2023
Q4 | $3.83M | Buy |
|
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|
2023
Q3 | $3.55M | Buy |
|
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|
2023
Q2 | $3.27M | Buy |
|
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|
2023
Q1 | $2.96M | Buy |
|
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|
2022
Q4 | $1.14M | Buy |
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|
2022
Q3 | – | Sell |
|
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|
2022
Q2 | $205K | Buy |
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|
2022
Q1 | $200K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $4.53M | Buy |
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|
2019
Q3 | $4.19M | Buy |
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|
2019
Q2 | $3.9M | Buy |
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|
2019
Q1 | $3.45M | Buy |
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|
2018
Q4 | $2.86M | Buy |
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