Finer 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.26M | Sell |
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|
2025
Q1 | $2.7M | Buy |
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|
2024
Q4 | $2.24M | Sell |
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|
2024
Q3 | $2.31M | Sell |
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|
2024
Q2 | $2.47M | Buy |
|
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|
2024
Q1 | $2.45M | Sell |
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|
2023
Q4 | $2.34M | Sell |
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|
2023
Q3 | $2.71M | Sell |
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|
2023
Q2 | $2.62M | Sell |
|
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|
2023
Q1 | $2.74M | Buy |
|
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|
2022
Q4 | $2.91M | Buy |
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|
2022
Q3 | $2.28M | Buy |
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|
2022
Q2 | $2.25M | Buy |
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|
2022
Q1 | $2.3M | Buy |
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|
2021
Q4 | $1.56M | Buy |
|