NewEdge Wealth’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 | $12.5M | Buy |
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|
2025
Q2 | $11.6M | Buy |
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|
2025
Q1 | $10.3M | Buy |
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|
2024
Q4 | $8.3M | Buy |
|
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|
2024
Q3 | $8.27M | Buy |
|
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|
2024
Q2 | $6.43M | Sell |
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|
2024
Q1 | $7.99M | Buy |
|
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|
2023
Q4 | $7.12M | Buy |
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|
2023
Q3 | $7.69M | Buy |
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|
2023
Q2 | $6.76M | Buy |
|
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|
2023
Q1 | $6.97M | Buy |
|
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|
2022
Q4 | $7.3M | Sell |
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|
2022
Q3 | $5.99M | Buy |
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|
2022
Q2 | $5.51M | Buy |
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|
2022
Q1 | $867K | Buy |
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|
2021
Q4 | $415K | Buy |
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|
2021
Q3 | $324K | Buy |
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|
2021
Q2 | $249K | Sell |
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|
2021
Q1 | $278K | Buy |
|