Martel Wealth Advisors’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 | $245K | Hold |
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|
2025
Q2 | $226K | Sell |
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|
2025
Q1 | $287K | Sell |
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|
2024
Q4 | $265K | Hold |
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|
2024
Q3 | $276K | Hold |
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|
2024
Q2 | $286K | Buy |
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|
2024
Q1 | $269K | Sell |
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|
2023
Q4 | $258K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $241K | Hold |
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|
2018
Q4 | $213K | Hold |
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|
2018
Q3 | $239K | Buy |
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