GGM 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
Q1 | $321K | Buy |
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|
2024
Q4 | $332K | Buy |
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|
2024
Q3 | $230K | Buy |
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|
2024
Q2 | $238K | Buy |
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|
2024
Q1 | $246K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $212K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $221K | Sell |
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|
2022
Q3 | $271K | Sell |
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|
2022
Q2 | $229K | Buy |
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|
2022
Q1 | $280K | Buy |
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