Moss Adams 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.26M | Buy |
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|
2025
Q2 | $968K | Buy |
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|
2025
Q1 | $1.1M | Buy |
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|
2024
Q4 | $871K | Sell |
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|
2024
Q3 | $948K | Buy |
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|
2024
Q2 | $968K | Buy |
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|
2024
Q1 | $854K | Buy |
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|
2023
Q4 | $796K | Buy |
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|
2023
Q3 | $679K | Sell |
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|
2023
Q2 | $687K | Buy |
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|
2023
Q1 | $691K | Sell |
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|
2022
Q4 | $763K | Buy |
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