Gratus 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
Q2
$284K Hold
2025
Q1
$332K Hold
2024
Q4
$288K Hold
2024
Q3
$300K Hold
2024
Q2
$316K Hold
2024
Q1
$313K Sell
2023
Q4
$301K Buy