Juncture Wealth Strategies’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
$987K Buy
2025
Q2
$639K Buy
2025
Q1
$690K Buy
2024
Q4
$564K Buy
2024
Q3
$369K Buy
2024
Q2
$274K Sell
2024
Q1
$291K Sell
2023
Q4
$285K Sell
2023
Q3
$352K Sell
2023
Q2
$329K Sell
2023
Q1
$374K Sell
2022
Q4
$494K Buy
2022
Q3
$388K Buy
2022
Q2
$285K Buy