Opes 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $286K | Buy |
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|
2025
Q4 | $206K | Sell |
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|
2025
Q3 | $225K | Buy |
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|
2025
Q2 | $205K | Sell |
|
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|
2025
Q1 | $249K | Sell |
|
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|
2024
Q4 | $230K | Buy |
|
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|
2024
Q3 | $228K | Sell |
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|
2024
Q2 | $252K | Buy |
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|
2024
Q1 | $244K | Sell |
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|
2023
Q4 | $230K | Buy |
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|
2023
Q3 | $201K | Buy |
|