Paces Ferry 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 | $267K | Sell |
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|
2025
Q1 | $403K | Buy |
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|
2024
Q4 | $347K | Buy |
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|
2024
Q3 | $253K | Sell |
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|
2024
Q2 | $384K | Buy |
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|
2024
Q1 | $386K | Buy |
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|
2023
Q4 | $357K | Buy |
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|
2023
Q3 | $373K | Buy |
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|
2023
Q2 | $347K | Buy |
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|
2023
Q1 | $353K | Buy |
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|
2022
Q4 | $333K | Buy |
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|
2022
Q3 | $246K | Buy |
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|
2022
Q2 | $243K | Buy |
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|
2022
Q1 | $272K | Sell |
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|
2021
Q4 | $371K | Sell |
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|
2021
Q3 | $387K | Sell |
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|
2021
Q2 | $408K | Buy |
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|
2021
Q1 | $395K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $247K | Buy |
|