Marcum 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
Q1 | $2.98M | Buy |
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|
2024
Q4 | $2.54M | Sell |
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|
2024
Q3 | $2.65M | Sell |
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|
2024
Q2 | $3M | Sell |
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|
2024
Q1 | $3.12M | Buy |
|
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|
2023
Q4 | $2.63M | Sell |
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|
2023
Q3 | $3M | Buy |
|
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|
2023
Q2 | $2.77M | Buy |
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|
2023
Q1 | $2.72M | Buy |
|
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|
2022
Q4 | $2.98M | Sell |
|
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|
2022
Q3 | $2.46M | Buy |
|
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|
2022
Q2 | $2.34M | Sell |
|
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|
2022
Q1 | $2.79M | Sell |
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|
2021
Q4 | $2.19M | Sell |
|
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|
2021
Q3 | $1.91M | Buy |
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|
2021
Q2 | $1.57M | Buy |
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|
2021
Q1 | $1.53M | Buy |
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|
2020
Q4 | $392K | Sell |
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|
2020
Q3 | $388K | Sell |
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|
2020
Q2 | $530K | Buy |
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|
2020
Q1 | $399K | Sell |
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|
2019
Q4 | $707K | Buy |
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