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 |
|