Paragon Private 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
Q3
$680K Buy
2025
Q2
$543K Sell
2025
Q1
$817K Sell
2024
Q4
$727K Buy
2024
Q3
$676K Sell
2024
Q2
$847K Sell
2024
Q1
$884K Sell
2023
Q4
$839K Buy
2023
Q3
$845K Buy
2023
Q2
$741K Sell
2023
Q1
$777K Buy
2022
Q4
$708K Buy
2022
Q3
$578K Buy
2022
Q2
$273K Buy