Madison 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $6.16M | Sell |
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|
2023
Q2 | $5.84M | Sell |
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|
2023
Q1 | $6.12M | Sell |
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|
2022
Q4 | $6.77M | Buy |
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|
2022
Q3 | $1.93M | Buy |
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|
2022
Q2 | $1.92M | Buy |
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|
2022
Q1 | $2.06M | Buy |
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|
2021
Q4 | $1.45M | Buy |
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|
2021
Q3 | $1.2M | Buy |
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|
2021
Q2 | $1.22M | Buy |
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|
2021
Q1 | $1.13M | Buy |
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|
2020
Q4 | $875K | Sell |
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|
2020
Q3 | $780K | Buy |
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|
2020
Q2 | $947K | Buy |
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|
2020
Q1 | $709K | Sell |
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|
2019
Q4 | $1.29M | Buy |
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