Independent Solutions 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
Q2 | $3.64M | Buy |
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|
2025
Q1 | $4.11M | Buy |
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|
2024
Q4 | $3.53M | Buy |
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|
2024
Q3 | $3.39M | Buy |
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|
2024
Q2 | $3.49M | Sell |
|
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|
2024
Q1 | $3.56M | Buy |
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|
2023
Q4 | $3.13M | Buy |
|
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|
2023
Q3 | $2.9M | Sell |
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|
2023
Q2 | $2.97M | Buy |
|
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|
2023
Q1 | $3.01M | Buy |
|
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|
2022
Q4 | $3.22M | Buy |
|
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|
2022
Q3 | $2.41M | Sell |
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|
2022
Q2 | $3.16M | Sell |
|
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|
2022
Q1 | $3.98M | Buy |
|
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|
2021
Q4 | $2.69M | Buy |
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|
2021
Q3 | $2.1M | Buy |
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|
2021
Q2 | $2.1M | Buy |
|
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|
2021
Q1 | $1.08M | Buy |
|
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|
2020
Q4 | $278K | Sell |
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|
2020
Q3 | $290K | Sell |
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|
2020
Q2 | $405K | Sell |
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|
2020
Q1 | $357K | Sell |
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|
2019
Q4 | $1.53M | Buy |
|