Montz Harcus 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 | $434K | Sell |
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|
2025
Q2 | $401K | Sell |
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|
2025
Q1 | $489K | Buy |
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|
2024
Q4 | $422K | Buy |
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|
2024
Q3 | $424K | Sell |
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|
2024
Q2 | $460K | Buy |
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|
2024
Q1 | $454K | Buy |
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|
2023
Q4 | $362K | Buy |
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|
2023
Q3 | $387K | Buy |
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|
2023
Q2 | $360K | Buy |
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|
2023
Q1 | $364K | Buy |
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|
2022
Q4 | $398K | Buy |
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|
2022
Q3 | $318K | Sell |
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|
2022
Q2 | $322K | Buy |
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|
2022
Q1 | $361K | Buy |
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|
2021
Q4 | $251K | Buy |
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