Operose 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
Q3 | $1.04M | Hold |
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|
2025
Q2 | $960K | Buy |
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|
2025
Q1 | $1.11M | Sell |
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|
2024
Q4 | $961K | Buy |
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|
2024
Q3 | $692K | Buy |
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|
2024
Q2 | $664K | Sell |
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|
2024
Q1 | $704K | Buy |
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|
2023
Q4 | $140K | Sell |
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|
2023
Q3 | $376K | Buy |
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|
2023
Q2 | $36.8K | Hold |
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|
2023
Q1 | $38.2K | Buy |
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|
2022
Q4 | $23.3K | Sell |
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|
2022
Q3 | $82K | Buy |
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|
2022
Q2 | $60K | Hold |
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|
2022
Q1 | $68K | Buy |
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|
2021
Q4 | $36K | Buy |
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