Legacy Wealth Asset 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
Q3 | $805K | Buy |
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|
2025
Q2 | $742K | Buy |
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|
2025
Q1 | $864K | Sell |
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|
2024
Q4 | $759K | Sell |
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|
2024
Q3 | $786K | Buy |
|
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|
2024
Q2 | $831K | Sell |
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|
2024
Q1 | $1.01M | Buy |
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|
2023
Q4 | $935K | Sell |
|
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|
2023
Q3 | $1.06M | Buy |
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|
2023
Q2 | $972K | Buy |
|
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|
2023
Q1 | $946K | Sell |
|
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|
2022
Q4 | $1.05M | Sell |
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|
2022
Q3 | $855K | Sell |
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|
2022
Q2 | $1.2M | Sell |
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|
2022
Q1 | $1.42M | Sell |
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|
2021
Q4 | $1.03M | Buy |
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|
2021
Q3 | $869K | Buy |
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|
2021
Q2 | $886K | Buy |
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|
2021
Q1 | $871K | Buy |
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|
2020
Q4 | $646K | Buy |
|