Prentice 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 | $700K | Buy |
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|
2025
Q2 | $551K | Buy |
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|
2025
Q1 | $626K | Buy |
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|
2024
Q4 | $522K | Buy |
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|
2024
Q3 | $491K | Buy |
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|
2024
Q2 | $486K | Sell |
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|
2024
Q1 | $492K | Buy |
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|
2023
Q4 | $435K | Buy |
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|
2023
Q3 | $433K | Sell |
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|
2023
Q2 | $413K | Buy |
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|
2023
Q1 | $264K | Buy |
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|
2022
Q4 | $250K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $107K | Hold |
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|
2021
Q2 | $110K | Buy |
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|
2021
Q1 | $78K | Buy |
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