IAG Wealth Partners’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 | $217K | Buy |
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|
2025
Q1 | $236K | Sell |
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|
2024
Q4 | $238K | Sell |
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|
2024
Q3 | $350K | Buy |
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|
2024
Q2 | $356K | Buy |
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|
2024
Q1 | $287K | Hold |
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|
2023
Q4 | $271K | Hold |
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|
2023
Q3 | $306K | Sell |
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|
2023
Q2 | $310K | Hold |
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|
2023
Q1 | $321K | Buy |
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|
2022
Q4 | $253K | Sell |
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|
2022
Q3 | $209K | Sell |
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|
2022
Q2 | $211K | Buy |
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|
2022
Q1 | $235K | Sell |
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|
2021
Q4 | $211K | Buy |
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|
2021
Q3 | $107K | Hold |
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|
2021
Q2 | $110K | Sell |
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|
2021
Q1 | $151K | Buy |
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|
2020
Q4 | $115K | Sell |
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|
2020
Q3 | $513K | Sell |
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|
2020
Q2 | $857K | Hold |
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|
2020
Q1 | $696K | Sell |
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|
2019
Q4 | $1.2M | Buy |
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