Institute for 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 | $1.77M | Buy |
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|
2025
Q2 | $578K | Buy |
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|
2025
Q1 | $644K | Sell |
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|
2024
Q4 | $563K | Sell |
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|
2024
Q3 | $669K | Buy |
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|
2024
Q2 | $650K | Sell |
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|
2024
Q1 | $666K | Sell |
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|
2023
Q4 | $682K | Sell |
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|
2023
Q3 | $781K | Sell |
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|
2023
Q2 | $733K | Sell |
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|
2023
Q1 | $766K | Sell |
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|
2022
Q4 | $862K | Sell |
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|
2022
Q3 | $715K | Sell |
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|
2022
Q2 | $723K | Buy |
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|
2022
Q1 | $813K | Sell |
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|
2021
Q4 | $587K | Sell |
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|
2021
Q3 | $533K | Sell |
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|
2021
Q2 | $552K | Sell |
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|
2021
Q1 | $595K | Sell |
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|
2020
Q4 | $546K | Sell |
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|
2020
Q3 | $535K | Sell |
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|
2020
Q2 | $664K | Sell |
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|
2020
Q1 | $550K | Sell |
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|
2019
Q4 | $1M | Sell |
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|
2019
Q3 | $1.03M | Sell |
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|
2019
Q2 | $1.45M | Buy |
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|
2019
Q1 | $1.05M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1.46M | Sell |
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|
2018
Q2 | $2.05M | Buy |
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|
2018
Q1 | $1.88M | Buy |
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|
2017
Q4 | $1.72M | Sell |
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|
2017
Q3 | $1.71M | Buy |
|
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|
2017
Q2 | $1.41M | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $533K | Buy |
|