Iron Horse 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 | $150K | Buy |
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|
2025
Q1 | $169K | Buy |
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|
2024
Q4 | $128K | Sell |
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|
2024
Q3 | $139K | Buy |
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|
2024
Q2 | $139K | Hold |
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|
2024
Q1 | $140K | Buy |
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|
2023
Q4 | $131K | Buy |
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|
2023
Q3 | $134K | Hold |
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|
2023
Q2 | $125K | Buy |
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|
2023
Q1 | $128K | Sell |
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|
2022
Q4 | $174K | Buy |
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|
2022
Q3 | $68K | Sell |
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|
2022
Q2 | $143K | Buy |
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|
2022
Q1 | $160K | Sell |
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|
2021
Q4 | $121K | Buy |
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|
2021
Q3 | $86K | Sell |
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|
2021
Q2 | $120K | Sell |
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|
2021
Q1 | $159K | Hold |
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|
2020
Q4 | $128K | Buy |
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