PCG 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
2026
Q1
$227K Buy
2024
Q3
Sell
2024
Q2
$233K Sell
2024
Q1
$258K Buy
2023
Q4
$220K Buy
2023
Q3
Sell
2023
Q2
$204K Buy
2023
Q1
$211K Buy
2022
Q4
$210K Sell
2022
Q3
$225K Buy