Modera 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 | $4.41M | Sell |
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|
2025
Q1 | $5.21M | Buy |
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|
2024
Q4 | $4.45M | Buy |
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|
2024
Q3 | $4.51M | Buy |
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|
2024
Q2 | $4.54M | Buy |
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|
2024
Q1 | $4.51M | Sell |
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|
2023
Q4 | $4.43M | Sell |
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|
2023
Q3 | $5.11M | Sell |
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|
2023
Q2 | $4.91M | Buy |
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|
2023
Q1 | $1.35M | Sell |
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|
2022
Q4 | $1.5M | Sell |
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|
2022
Q3 | $1.22M | Sell |
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|
2022
Q2 | $1.32M | Buy |
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|
2022
Q1 | $1.46M | Buy |
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|
2021
Q4 | $949K | Buy |
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|
2021
Q3 | $630K | Buy |
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|
2021
Q2 | $607K | Buy |
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|
2021
Q1 | $606K | Sell |
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|
2020
Q4 | $586K | Buy |
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|
2020
Q3 | $276K | Sell |
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|
2020
Q2 | $719K | Buy |
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|
2020
Q1 | $582K | Buy |
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|
2019
Q4 | $562K | Sell |
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|
2019
Q3 | $597K | Hold |
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|
2019
Q2 | $626K | Buy |
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|
2019
Q1 | $515K | Sell |
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|
2018
Q4 | $746K | Buy |
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|
2018
Q3 | $835K | Buy |
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|
2018
Q2 | $861K | Buy |
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|
2018
Q1 | $404K | Buy |
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|
2017
Q4 | $430K | Sell |
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|
2017
Q3 | $435K | Sell |
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|
2017
Q2 | $391K | Sell |
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|
2017
Q1 | $431K | Buy |
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|
2016
Q4 | $453K | Buy |
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|
2016
Q3 | $237K | Buy |
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|
2016
Q2 | $238K | Sell |
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|
2016
Q1 | $257K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $211K | Buy |
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|
2015
Q1 | $227K | Buy |
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|
2014
Q4 | $235K | Sell |
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|
2014
Q3 | $269K | Sell |
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|
2014
Q2 | $314K | Buy |
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|
2014
Q1 | $205K | Sell |
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|
2013
Q4 | $550K | Buy |
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|
2013
Q3 | $282K | Sell |
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|
2013
Q2 | $278K | Buy |
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