Marotta Asset 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
Q3 | $280K | Hold |
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|
2025
Q2 | $259K | Sell |
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|
2025
Q1 | $342K | Hold |
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|
2024
Q4 | $341K | Hold |
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|
2024
Q3 | $342K | Sell |
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|
2024
Q2 | $373K | Buy |
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|
2024
Q1 | $277K | Hold |
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|
2023
Q4 | $262K | Buy |
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|
2023
Q3 | $293K | Sell |
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|
2023
Q2 | $288K | Buy |
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|
2022
Q4 | $330K | Buy |
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|
2022
Q3 | $263K | Hold |
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|
2022
Q2 | $268K | Sell |
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|
2022
Q1 | $305K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $231K | Sell |
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|
2020
Q2 | $505K | Sell |
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|
2020
Q1 | $397K | Sell |
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|
2019
Q4 | $625K | Buy |
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