KWB Wealth’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 | $287K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $290K | Sell |
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|
2024
Q4 | $296K | Buy |
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|
2024
Q3 | $280K | Hold |
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|
2024
Q2 | $283K | Hold |
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|
2024
Q1 | $283K | Sell |
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|
2023
Q4 | $310K | Hold |
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|
2023
Q3 | $327K | Hold |
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|
2023
Q2 | $327K | Sell |
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|
2023
Q1 | $472K | Buy |
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|
2022
Q4 | $322K | Sell |
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|
2022
Q3 | $378K | Sell |
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|
2022
Q2 | $385K | Hold |
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|
2022
Q1 | $312K | Hold |
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|
2021
Q4 | $312K | Buy |
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|
2021
Q3 | $249K | Buy |
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|
2021
Q2 | $205K | Hold |
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|
2021
Q1 | $205K | Buy |
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