MA Private 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
Q2
$489K Hold
2025
Q1
$571K Hold
2024
Q4
$495K Buy
2023
Q1
Sell
2022
Q4
$529K Buy
2022
Q3
$507K Buy
2022
Q2
$401K Sell
2022
Q1
$517K Buy
2021
Q4
$370K Sell
2021
Q3
$368K Buy
2021
Q2
$376K Buy
2021
Q1
$372K Buy
2020
Q4
Sell
2020
Q3
$262K Buy
2020
Q2
$319K Buy
2020
Q1
$257K Buy
2019
Q4
$423K Buy