Octavia Wealth Advisors’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 | $1.09M | Sell |
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|
2025
Q1 | $1.68M | Buy |
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|
2024
Q4 | $1.2M | Buy |
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|
2024
Q3 | $830K | Buy |
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|
2024
Q2 | $816K | Buy |
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|
2024
Q1 | $775K | Sell |
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|
2023
Q4 | $784K | Buy |
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|
2023
Q3 | $874K | Buy |
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|
2023
Q2 | $674K | Buy |
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|
2023
Q1 | $638K | Sell |
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|
2022
Q4 | $716K | Sell |
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|
2022
Q3 | $609K | Sell |
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|
2022
Q2 | $628K | Sell |
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|
2022
Q1 | $751K | Sell |
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|
2021
Q4 | $650K | Buy |
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|
2021
Q3 | $471K | Sell |
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|
2021
Q2 | $521K | Buy |
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|
2021
Q1 | $441K | Buy |
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|
2020
Q4 | $310K | Buy |
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