Prestige Wealth Management Group’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 | $245K | Buy |
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|
2025
Q2 | $104K | Sell |
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|
2025
Q1 | $123K | Sell |
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|
2024
Q4 | $107K | Buy |
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|
2024
Q3 | $108K | Hold |
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|
2024
Q2 | $115K | Sell |
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|
2024
Q1 | $179K | Sell |
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|
2023
Q4 | $184K | Buy |
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|
2023
Q3 | $157K | Sell |
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|
2023
Q2 | $147K | Buy |
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|
2023
Q1 | $141K | Sell |
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|
2022
Q4 | $160K | Buy |
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|
2022
Q3 | $122K | Sell |
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|
2022
Q2 | $146K | Buy |
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|
2022
Q1 | $160K | Sell |
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|
2021
Q4 | $1.65M | Sell |
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|
2021
Q3 | $1.64M | Buy |
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|
2021
Q2 | $1.36M | Buy |
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|
2021
Q1 | $1.35M | Buy |
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|
2020
Q4 | $78K | Sell |
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|
2020
Q3 | $99K | Buy |
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|
2020
Q2 | $119K | Sell |
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|
2020
Q1 | $108K | Buy |
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|
2019
Q4 | $163K | Sell |
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|
2019
Q3 | $165K | Buy |
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|
2019
Q2 | $168K | Hold |
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|
2019
Q1 | $166K | Sell |
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|
2018
Q4 | $242K | Buy |
|