Exencial 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 | $11.2M | Sell |
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|
2025
Q1 | $13.8M | Buy |
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|
2024
Q4 | $11.9M | Sell |
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|
2024
Q3 | $12.7M | Sell |
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|
2024
Q2 | $14.6M | Sell |
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|
2024
Q1 | $15.8M | Sell |
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|
2023
Q4 | $15.1M | Buy |
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|
2023
Q3 | $15.7M | Sell |
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|
2023
Q2 | $15.2M | Sell |
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|
2023
Q1 | $16.1M | Buy |
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|
2022
Q4 | $14.6M | Buy |
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|
2022
Q3 | $8.67M | Buy |
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|
2022
Q2 | $8.58M | Buy |
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|
2022
Q1 | $8.72M | Sell |
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|
2021
Q4 | $6.38M | Buy |
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|
2021
Q3 | $5.2M | Buy |
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|
2021
Q2 | $5.31M | Sell |
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|
2021
Q1 | $5.58M | Buy |
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|
2020
Q4 | $3.67M | Sell |
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|
2020
Q3 | $6.04M | Buy |
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|
2020
Q2 | $3.69M | Buy |
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|
2020
Q1 | $508K | Sell |
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|
2019
Q4 | $870K | Buy |
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|
2019
Q3 | $787K | Buy |
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|
2019
Q2 | $557K | Hold |
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|
2019
Q1 | $551K | Buy |
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|
2018
Q4 | $465K | Buy |
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|
2018
Q3 | $313K | Sell |
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|
2018
Q2 | $338K | Sell |
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|
2018
Q1 | $312K | Buy |
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|
2017
Q4 | $311K | Buy |
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|
2017
Q3 | $278K | Sell |
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|
2017
Q2 | $253K | Sell |
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|
2017
Q1 | $257K | Sell |
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|
2016
Q4 | $311K | Buy |
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|
2016
Q3 | $224K | Sell |
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|
2016
Q2 | $273K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $2.52M | Sell |
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|
2015
Q1 | $3.31M | Sell |
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|
2014
Q4 | $3.34M | Sell |
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|
2014
Q3 | $3.77M | Buy |
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|
2014
Q2 | $4.13M | Sell |
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|
2014
Q1 | $4.21M | Sell |
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|
2013
Q4 | $4.19M | Sell |
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|
2013
Q3 | $4.31M | Buy |
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|
2013
Q2 | $4.43M | Buy |
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