Measured Wealth Private Client Group’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 | $100K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $203K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $255K | Buy |
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|
2019
Q3 | $249K | Sell |
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|
2019
Q2 | $499K | Sell |
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|
2019
Q1 | $505K | Buy |
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|
2018
Q4 | $293K | Sell |
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|
2018
Q3 | $419K | Buy |
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|
2018
Q2 | $341K | Buy |
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|
2017
Q3 | $390K | Buy |
|