Northwest 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 | $399K | Buy |
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|
2025
Q2 | $264K | Buy |
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|
2025
Q1 | $293K | Sell |
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|
2024
Q4 | $253K | Sell |
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|
2024
Q3 | $260K | Sell |
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|
2024
Q2 | $295K | Buy |
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|
2024
Q1 | $281K | Sell |
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|
2023
Q4 | $306K | Sell |
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|
2023
Q3 | $748K | Buy |
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|
2023
Q2 | $689K | Sell |
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|
2023
Q1 | $722K | Buy |
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|
2022
Q4 | $460K | Buy |
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|
2022
Q3 | $312K | Buy |
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|
2022
Q2 | $216K | Sell |
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|
2022
Q1 | $248K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $201K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $291K | Sell |
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|
2019
Q2 | $354K | Buy |
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|
2019
Q1 | $350K | Sell |
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|
2018
Q4 | $310K | Buy |
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|
2018
Q3 | $313K | Buy |
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|
2018
Q2 | $323K | Buy |
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|
2018
Q1 | $291K | Buy |
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|
2017
Q4 | $314K | Buy |
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|
2017
Q3 | $291K | Sell |
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|
2017
Q2 | $265K | Sell |
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|
2017
Q1 | $304K | Buy |
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|
2016
Q4 | $333K | Buy |
|