Philip James Wealth Mangement’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
$7.93M Sell
2025
Q2
$7.32M Buy
2025
Q1
$6.06M Sell
2024
Q4
$5.3M Sell
2024
Q3
$5.66M Buy
2024
Q2
Sell
2024
Q1
$223K Sell
2023
Q4
$478K Buy