Guardian Wealth Advisors (North Carolina)’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 | $1.26M | Buy |
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|
2025
Q2 | $1.14M | Buy |
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|
2025
Q1 | $1.26M | Buy |
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|
2024
Q4 | $1.08M | Buy |
|
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|
2024
Q3 | $939K | Sell |
|
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|
2024
Q2 | $1.04M | Buy |
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|
2024
Q1 | $1.03M | Sell |
|
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|
2023
Q4 | $985K | Sell |
|
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|
2023
Q3 | $1.18M | Buy |
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|
2023
Q2 | $1.09M | Buy |
|
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|
2023
Q1 | $1.1M | Sell |
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|
2022
Q4 | $1.21M | Sell |
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|
2022
Q3 | $986K | Buy |
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|
2022
Q2 | $934K | Buy |
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|
2022
Q1 | $657K | Buy |
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|
2021
Q4 | $398K | Buy |
|