IVC Wealth Advisors’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 | $462K | Buy |
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|
2025
Q2 | $387K | Buy |
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|
2025
Q1 | $408K | Buy |
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|
2024
Q4 | $336K | Buy |
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|
2024
Q3 | $298K | Sell |
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|
2024
Q2 | $319K | Sell |
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|
2024
Q1 | $323K | Buy |
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|
2023
Q4 | $300K | Sell |
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|
2023
Q3 | $433K | Buy |
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|
2023
Q2 | $403K | Buy |
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|
2023
Q1 | $344K | Sell |
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|
2022
Q4 | $381K | Sell |
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|
2022
Q3 | $308K | Sell |
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|
2022
Q2 | $316K | Sell |
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|
2022
Q1 | $361K | Buy |
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|
2021
Q4 | $233K | Sell |
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|
2021
Q3 | $225K | Buy |
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|
2021
Q2 | $232K | Buy |
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|
2021
Q1 | $227K | Buy |
|