Golden State 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
$1.37M Buy
2025
Q2
$1.11M Sell
2025
Q1
$1.31M Buy
2024
Q4
$1.1M Buy
2022
Q1
$949K Sell
2021
Q4
$1.09M Buy
2021
Q3
$698K Sell
2021
Q2
$725K Sell
2021
Q1
$763K Sell
2020
Q4
$655K Buy
2020
Q3
$438K Sell
2020
Q2
$761K Buy
2020
Q1
$417K Buy
2019
Q4
$320K Sell
2019
Q3
$904K Buy
2019
Q2
$840K Buy
2019
Q1
$782K Buy