Madison Wealth Partners’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 | $397K | Buy |
|
|||||
|
2025
Q2 | $365K | Buy |
|
|||||
|
2025
Q1 | $426K | Sell |
|
|||||
|
2024
Q4 | $371K | Buy |
|
|||||
|
2024
Q3 | $378K | Hold |
|
|||||
|
2024
Q2 | $401K | Buy |
|
|||||
|
2024
Q1 | $396K | Hold |
|
|||||
|
2023
Q4 | $375K | Sell |
|
|||||
|
2023
Q3 | $426K | Buy |
|
|||||
|
2023
Q2 | $394K | Buy |
|
|||||
|
2023
Q1 | $392K | Buy |
|
|||||
|
2022
Q4 | $417K | Buy |
|
|||||
|
2022
Q3 | $316K | Buy |
|
|||||
|
2022
Q2 | $316K | Hold |
|
|||||
|
2022
Q1 | $356K | Buy |
|
|||||
|
2021
Q4 | $249K | Buy |
|