Oakwell Private 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 | $425K | Sell |
|
|||||
|
2025
Q2 | $419K | Sell |
|
|||||
|
2025
Q1 | $514K | Buy |
|
|||||
|
2024
Q4 | $415K | Sell |
|
|||||
|
2024
Q3 | $519K | Sell |
|
|||||
|
2024
Q2 | $565K | Buy |
|
|||||
|
2024
Q1 | $239K | Buy |
|
|||||
|
2023
Q4 | $222K | Hold |
|
|||||
|
2023
Q3 | $251K | Sell |
|
|||||
|
2023
Q2 | $238K | Buy |
|
|||||
|
2023
Q1 | $233K | Buy |
|
|||||
|
2022
Q4 | $248K | Sell |
|
|||||
|
2022
Q3 | $201K | Sell |
|
|||||
|
2022
Q2 | $205K | Buy |
|