Opal 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 | $358K | Sell |
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|
2025
Q1 | $448K | Buy |
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|
2024
Q4 | $267K | Sell |
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|
2024
Q3 | $281K | Sell |
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|
2024
Q2 | $349K | Sell |
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|
2024
Q1 | $457K | Sell |
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|
2023
Q4 | $681K | Sell |
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|
2023
Q3 | $812K | Buy |
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|
2023
Q2 | $676K | Buy |
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|
2023
Q1 | $479K | Buy |
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|
2022
Q4 | $379K | Sell |
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|
2022
Q3 | $365K | Buy |
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|
2022
Q2 | $363K | Buy |
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|
2022
Q1 | $329K | Buy |
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|
2021
Q4 | $228K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $221K | Buy |
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|
2021
Q1 | $217K | Buy |
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