Phoenix 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $243K | Buy |
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|
2025
Q1 | $283K | Sell |
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|
2024
Q4 | $246K | Buy |
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|
2024
Q3 | $249K | Sell |
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|
2024
Q2 | $664K | Buy |
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|
2024
Q1 | $261K | Hold |
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|
2023
Q4 | $247K | Sell |
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|
2023
Q3 | $350K | Buy |
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|
2023
Q2 | $260K | Hold |
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|
2023
Q1 | $270K | Hold |
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|
2022
Q4 | $297K | Sell |
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|
2022
Q3 | $253K | Sell |
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|
2022
Q2 | $259K | Sell |
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|
2022
Q1 | $320K | Sell |
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|
2021
Q4 | $286K | Buy |
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|
2021
Q3 | $146K | Buy |
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|
2021
Q2 | $102K | Buy |
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|
2021
Q1 | $97K | Sell |
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|
2020
Q4 | $86K | Buy |
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