Newton One Investments’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 | $51.4K | Buy |
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|
2025
Q2 | $46.9K | Buy |
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|
2025
Q1 | $54.1K | Buy |
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|
2024
Q4 | $46.3K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $49K | Buy |
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|
2024
Q1 | $48.9K | Buy |
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|
2023
Q4 | $45.7K | Sell |
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|
2023
Q3 | $55.8K | Buy |
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|
2023
Q2 | $51.6K | Buy |
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|
2023
Q1 | $53K | Hold |
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|
2022
Q4 | $58.3K | Hold |
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|
2022
Q3 | $47K | Hold |
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|
2022
Q2 | $47K | Hold |
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|
2022
Q1 | $53K | Hold |
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|
2021
Q4 | $38K | Hold |
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|
2021
Q3 | $33K | Hold |
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|
2021
Q2 | $34K | Buy |
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