Independent Wealth Network’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 | $4.96M | Buy |
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|
2025
Q2 | $4.47M | Buy |
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|
2025
Q1 | $5M | Sell |
|
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|
2024
Q4 | $4.35M | Buy |
|
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|
2024
Q3 | $4.17M | Buy |
|
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|
2024
Q2 | $4.41M | Buy |
|
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|
2024
Q1 | $4.36M | Buy |
|
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|
2023
Q4 | $3.89M | Buy |
|
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|
2023
Q3 | $4.16M | Buy |
|
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|
2023
Q2 | $3.86M | Buy |
|
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|
2023
Q1 | $3.96M | Buy |
|
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|
2022
Q4 | $4.31M | Buy |
|
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|
2022
Q3 | $3.42M | Sell |
|
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|
2022
Q2 | $3.47M | Sell |
|
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|
2022
Q1 | $3.91M | Buy |
|
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|
2021
Q4 | $2.77M | Buy |
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|
2021
Q3 | $2.65M | Buy |
|