N.E.W. Advisory Services’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
$348K Hold
2025
Q2
$321K Sell
2025
Q1
$401K Buy
2024
Q4
$301K Buy
2024
Q3
$280K Buy
2024
Q2
$224K Sell
2024
Q1
$298K Buy
2023
Q4
$272K Buy