McGlone Suttner 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 | $776K | Sell |
|
|||||
|
2025
Q1 | $923K | Buy |
|
|||||
|
2024
Q4 | $628K | Sell |
|
|||||
|
2024
Q3 | $887K | Sell |
|
|||||
|
2024
Q2 | $1.27M | Sell |
|
|||||
|
2024
Q1 | $1.48M | Buy |
|
|||||
|
2023
Q4 | $1.27M | Buy |
|
|||||
|
2023
Q3 | $1.35M | Buy |
|
|||||
|
2023
Q2 | $1.23M | Buy |
|
|||||
|
2023
Q1 | $1.25M | Buy |
|
|||||
|
2022
Q4 | $1.23M | Buy |
|