Marks Group 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $269K | Sell |
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|
2025
Q1 | $337K | Buy |
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|
2024
Q4 | $291K | Buy |
|
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|
2024
Q3 | $295K | Sell |
|
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|
2024
Q2 | $329K | Sell |
|
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|
2024
Q1 | $339K | Buy |
|
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|
2023
Q4 | $311K | Buy |
|
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|
2023
Q3 | $333K | Buy |
|
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|
2023
Q2 | $311K | Sell |
|
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|
2023
Q1 | $329K | Buy |
|
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|
2022
Q4 | $300K | Sell |
|
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|
2022
Q3 | $250K | Buy |
|
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|
2022
Q2 | $236K | Buy |
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|
2022
Q1 | $239K | Buy |
|