OneAscent 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
Q2 | $978K | Buy |
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|
2025
Q1 | $609K | Sell |
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|
2024
Q4 | $911K | Sell |
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|
2024
Q3 | $973K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $1.08M | Buy |
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|
2023
Q4 | $1.01M | Buy |
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|
2023
Q3 | $1.08M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.2M | Buy |
|
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|
2022
Q4 | $1.31M | Buy |
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|
2022
Q3 | $706K | Buy |
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|
2022
Q2 | $467K | Sell |
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|
2022
Q1 | $702K | Hold |
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|
2021
Q4 | $506K | Buy |
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|
2021
Q1 | $278K | Buy |
|