PBMares 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 | $834K | Buy |
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|
2025
Q2 | $761K | Buy |
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|
2025
Q1 | $877K | Sell |
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|
2024
Q4 | $818K | Sell |
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|
2024
Q3 | $845K | Buy |
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|
2024
Q2 | $894K | Sell |
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|
2024
Q1 | $977K | Buy |
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|
2023
Q4 | $827K | Buy |
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|
2023
Q3 | $859K | Sell |
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|
2023
Q2 | $808K | Sell |
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|
2023
Q1 | $844K | Buy |
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|
2022
Q4 | $862K | Buy |
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|
2022
Q3 | $647K | Buy |
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|
2022
Q2 | $647K | Sell |
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|
2022
Q1 | $734K | Sell |
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|
2021
Q4 | $586K | Buy |
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|
2021
Q3 | $505K | Sell |
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|
2021
Q2 | $557K | Sell |
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|
2021
Q1 | $579K | Buy |
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|
2020
Q4 | $454K | Buy |
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|
2020
Q3 | $380K | Buy |
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|
2020
Q2 | $465K | Sell |
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|
2020
Q1 | $378K | Buy |
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|
2019
Q4 | $618K | Buy |
|