LWM Advisory Services’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $365K | Sell |
|
|||||
|
2025
Q1 | $435K | Buy |
|
|||||
|
2024
Q4 | $375K | Hold |
|
|||||
|
2024
Q3 | $381K | Buy |
|
|||||
|
2024
Q2 | $351K | Sell |
|
|||||
|
2024
Q1 | $394K | Sell |
|
|||||
|
2023
Q4 | $386K | Buy |
|
|||||
|
2023
Q3 | $431K | Hold |
|
|||||
|
2023
Q2 | $402K | Sell |
|
|||||
|
2023
Q1 | $460K | Buy |
|
|||||
|
2022
Q4 | $492K | Sell |
|
|||||
|
2022
Q3 | $893K | Buy |
|
|||||
|
2022
Q2 | $801K | Buy |
|
|||||
|
2022
Q1 | $634K | Buy |
|
|||||
|
2021
Q4 | $380K | Buy |
|