Guardian Wealth Advisors (Minnesota)’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $871K | Sell |
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|
2025
Q3 | $968K | Buy |
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|
2025
Q2 | $878K | Buy |
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|
2025
Q1 | $999K | Sell |
|
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|
2024
Q4 | $870K | Buy |
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|
2024
Q3 | $884K | Buy |
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|
2024
Q2 | $907K | Sell |
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|
2024
Q1 | $916K | Buy |
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|
2023
Q4 | $777K | Buy |
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|
2023
Q3 | $845K | Sell |
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|
2023
Q2 | $794K | Buy |
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|
2023
Q1 | $812K | Buy |
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|
2022
Q4 | $869K | Sell |
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|
2022
Q3 | $696K | Sell |
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|
2022
Q2 | $708K | Buy |
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|
2022
Q1 | $775K | Sell |
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|
2021
Q4 | $581K | Buy |
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|
2021
Q3 | $487K | Sell |
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|
2021
Q2 | $591K | Buy |
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|
2021
Q1 | $589K | Buy |
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|
2020
Q4 | $459K | Buy |
|