Heirloom 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 | $241K | Buy |
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|
2025
Q2 | $221K | Sell |
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|
2025
Q1 | $355K | Sell |
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|
2024
Q4 | $401K | Buy |
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|
2024
Q3 | $394K | Buy |
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|
2024
Q2 | $412K | Sell |
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|
2024
Q1 | $449K | Sell |
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|
2023
Q4 | $506K | Sell |
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|
2023
Q3 | $617K | Sell |
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|
2023
Q2 | $588K | Sell |
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|
2023
Q1 | $663K | Sell |
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|
2022
Q4 | $805K | Buy |
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|
2022
Q2 | $697K | Sell |
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|
2022
Q1 | $874K | Buy |
|