Focused 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
Q3 | $301K | Buy |
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|
2025
Q2 | $257K | Buy |
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|
2025
Q1 | $297K | Sell |
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|
2024
Q4 | $277K | Buy |
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|
2024
Q3 | $273K | Buy |
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|
2024
Q2 | $288K | Sell |
|
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|
2024
Q1 | $291K | Sell |
|
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|
2023
Q4 | $277K | Buy |
|
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|
2023
Q3 | $313K | Buy |
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|
2023
Q2 | $271K | Buy |
|
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|
2023
Q1 | $273K | Buy |
|
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|
2022
Q4 | $297K | Sell |
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|
2022
Q3 | $242K | Buy |
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|
2022
Q2 | $227K | Buy |
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|
2022
Q1 | $254K | Sell |
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|
2021
Q4 | $185K | Buy |
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|
2021
Q3 | $159K | Buy |
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|
2021
Q2 | $122K | Buy |
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|
2021
Q1 | $122K | Buy |
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|
2020
Q4 | $96K | Buy |
|
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|
2020
Q3 | $77K | Sell |
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|
2020
Q2 | $145K | Buy |
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|
2020
Q1 | $118K | Sell |
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|
2019
Q4 | $222K | Buy |
|
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|
2019
Q3 | $115K | Sell |
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|
2019
Q2 | $146K | Buy |
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|
2019
Q1 | $145K | Buy |
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|
2018
Q4 | $127K | Sell |
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|
2018
Q3 | $717K | Buy |
|
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|
2018
Q2 | $136K | Hold |
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|
2018
Q1 | $123K | Sell |
|
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|
2017
Q4 | $508K | Sell |
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|
2017
Q3 | $1.66M | Buy |
|
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|
2017
Q2 | $1.03M | Buy |
|
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|
2017
Q1 | $1.05M | Sell |
|
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|
2016
Q4 | $1.35M | Sell |
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|
2016
Q3 | $1.19M | Sell |
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|
2016
Q2 | $1.37M | Sell |
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|
2016
Q1 | $1.28M | Sell |
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|
2015
Q4 | $1.22M | Buy |
|
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|
2015
Q3 | $768K | Buy |
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|
2015
Q2 | $480K | Buy |
|
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|
2015
Q1 | $289K | Sell |
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|
2014
Q4 | $317K | Buy |
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|
2014
Q3 | $300K | Buy |
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|
2014
Q2 | $261K | Buy |
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|
2014
Q1 | $140K | Buy |
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|
2013
Q4 | $147K | Buy |
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|
2013
Q3 | $142K | Buy |
|