O'Brien Wealth Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $96.8K | Sell |
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|
2025
Q1 | $131K | Sell |
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|
2024
Q4 | $126K | Sell |
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|
2024
Q3 | $156K | Sell |
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|
2024
Q2 | $168K | Hold |
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|
2024
Q1 | $169K | Sell |
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|
2023
Q4 | $190K | Buy |
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|
2023
Q3 | $188K | Hold |
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|
2023
Q2 | $175K | Sell |
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|
2023
Q1 | $214K | Sell |
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|
2022
Q4 | $243K | Sell |
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|
2022
Q3 | $231K | Buy |
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|
2022
Q2 | $229K | Buy |
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|
2022
Q1 | $242K | Buy |
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|
2021
Q4 | $184K | Buy |
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|
2021
Q3 | $138K | Sell |
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|
2021
Q2 | $231K | Buy |
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|
2021
Q1 | $224K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $293K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $154K | Buy |
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|
2018
Q2 | $4K | Sell |
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|
2018
Q1 | $143K | Buy |
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