MinichMacGregor 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 | $396K | Sell |
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|
2025
Q2 | $507K | Buy |
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|
2025
Q1 | $499K | Sell |
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|
2024
Q4 | $435K | Sell |
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|
2024
Q3 | $457K | Sell |
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|
2024
Q2 | $503K | Hold |
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|
2024
Q1 | $512K | Buy |
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|
2023
Q4 | $470K | Buy |
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|
2023
Q3 | $528K | Sell |
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|
2023
Q2 | $496K | Sell |
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|
2023
Q1 | $526K | Sell |
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|
2022
Q4 | $587K | Buy |
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|
2022
Q3 | $464K | Buy |
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|
2022
Q2 | $291K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1.37M | Buy |
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|
2018
Q3 | $94K | Sell |
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|
2018
Q2 | $181K | Buy |
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|
2018
Q1 | $163K | Sell |
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|
2017
Q4 | $196K | Buy |
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|
2017
Q3 | $184K | Sell |
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|
2017
Q2 | $168K | Sell |
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|
2017
Q1 | $189K | Sell |
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|
2016
Q4 | $212K | Buy |
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|
2016
Q3 | $79K | Hold |
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|
2016
Q2 | $81K | Sell |
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|
2016
Q1 | $74K | Sell |
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|
2015
Q4 | $83K | Buy |
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