Heartwood 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
Q3 | $1.4M | Buy |
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|
2025
Q2 | $1.2M | Buy |
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|
2025
Q1 | $1.13M | Buy |
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|
2024
Q4 | $899K | Buy |
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|
2024
Q3 | $911K | Buy |
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|
2024
Q2 | $927K | Buy |
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|
2024
Q1 | $915K | Buy |
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|
2023
Q4 | $703K | Sell |
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|
2023
Q3 | $795K | Sell |
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|
2023
Q2 | $814K | Buy |
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|
2023
Q1 | $807K | Buy |
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|
2022
Q4 | $743K | Sell |
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|
2022
Q3 | $772K | Buy |
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|
2022
Q2 | $668K | Buy |
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|
2022
Q1 | $726K | Buy |
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|
2021
Q4 | $402K | Buy |
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|
2021
Q3 | $318K | Buy |
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|
2021
Q2 | $311K | Buy |
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