LJI Wealth 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 | $634K | Hold |
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|
2025
Q2 | $584K | Sell |
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|
2025
Q1 | $728K | Sell |
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|
2024
Q4 | $645K | Buy |
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|
2024
Q3 | $633K | Sell |
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|
2024
Q2 | $707K | Sell |
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|
2024
Q1 | $728K | Buy |
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|
2023
Q4 | $688K | Buy |
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|
2023
Q3 | $766K | Buy |
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|
2023
Q2 | $706K | Buy |
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|
2023
Q1 | $695K | Buy |
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|
2022
Q4 | $747K | Buy |
|