Monograph Wealth Advisors’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$371K Sell
2024
Q1
$484K Sell
2023
Q4
$555K Sell
2023
Q3
$1.59M Buy
2023
Q2
$1.04M Hold
2023
Q1
$1.07M Sell
2022
Q4
$2.11M Buy
2022
Q3
$1.51M Buy