Physician 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
Q3 | $485K | Buy |
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|
2025
Q2 | $395K | Sell |
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|
2025
Q1 | $471K | Buy |
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|
2024
Q4 | $406K | Buy |
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|
2024
Q3 | $414K | Sell |
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|
2024
Q2 | $449K | Sell |
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|
2024
Q1 | $452K | Buy |
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|
2023
Q4 | $408K | Sell |
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|
2023
Q3 | $487K | Buy |
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|
2023
Q2 | $452K | Sell |
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|
2023
Q1 | $493K | Buy |
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|
2022
Q4 | $522K | Buy |
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|
2022
Q3 | $444K | Buy |
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|
2022
Q2 | $450K | Sell |
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|
2022
Q1 | $550K | Buy |
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|
2021
Q4 | $341K | Buy |
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|
2021
Q3 | $298K | Buy |
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|
2021
Q2 | $264K | Buy |
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|
2021
Q1 | $279K | Buy |
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|
2020
Q4 | $253K | Sell |
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|
2020
Q3 | $218K | Sell |
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|
2020
Q2 | $310K | Buy |
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