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