Legacy Wealth Management (Mississippi)’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 | $628K | Sell |
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|
2025
Q2 | $607K | Sell |
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|
2025
Q1 | $794K | Sell |
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|
2024
Q4 | $785K | Sell |
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|
2024
Q3 | $867K | Hold |
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|
2024
Q2 | $921K | Hold |
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|
2024
Q1 | $929K | Sell |
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|
2023
Q4 | $882K | Hold |
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|
2023
Q3 | $997K | Sell |
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|
2023
Q2 | $940K | Sell |
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|
2023
Q1 | $978K | Hold |
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|
2022
Q4 | $1.08M | Hold |
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|
2022
Q3 | $861K | Buy |
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|
2022
Q2 | $867K | Sell |
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|
2022
Q1 | $996K | Buy |
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|
2021
Q4 | $715K | Buy |
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|
2021
Q3 | $615K | Buy |
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|
2021
Q2 | $630K | Hold |
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|
2021
Q1 | $630K | Buy |
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|
2020
Q4 | $480K | Sell |
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|
2020
Q3 | $1.02M | Sell |
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|
2020
Q2 | $2.05M | Buy |
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|
2020
Q1 | $1.65M | Buy |
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|
2019
Q4 | $672K | Buy |
|