MGB 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
Q3
$1.08M Buy
2025
Q2
$614K Buy
2025
Q1
$584K Hold
2024
Q4
$506K Sell
2024
Q3
$588K Hold
2024
Q2
$621K Sell
2024
Q1
$709K Buy
2023
Q4
$584K Buy