ForthRight 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 | $214K | Hold |
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|
2025
Q1 | $250K | Sell |
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|
2024
Q4 | $227K | Buy |
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|
2024
Q3 | $225K | Buy |
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|
2024
Q2 | $232K | Buy |
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|
2024
Q1 | $233K | Buy |
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|
2023
Q4 | $219K | Sell |
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|
2023
Q3 | $249K | Buy |
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|
2023
Q2 | $230K | Sell |
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|
2023
Q1 | $266K | Buy |
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|
2022
Q4 | $261K | Buy |
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|
2022
Q3 | $208K | Sell |
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|
2022
Q2 | $273K | Buy |
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|
2022
Q1 | $306K | Sell |
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|
2021
Q4 | $225K | Sell |
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|
2021
Q3 | $203K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $119K | Buy |
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