Palumbo 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
$472K Sell
2025
Q1
$610K Buy
2024
Q4
$451K Buy
2024
Q3
$455K Sell
2024
Q2
$565K Buy
2024
Q1
$566K Buy
2023
Q4
$531K Buy
2023
Q3
$502K Buy
2023
Q2
$464K Buy
2023
Q1
$429K Buy
2022
Q4
$468K Buy
2022
Q3
$373K Buy
2022
Q2
$373K Buy
2022
Q1
$416K Buy
2021
Q4
$297K Buy
2021
Q3
$254K Sell
2021
Q2
$314K Buy