Private Client Services’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
$396K Sell
2025
Q2
$425K Buy
2025
Q1
$323K Buy
2024
Q4
$245K Sell
2024
Q3
$250K Buy
2024
Q2
$258K Buy
2024
Q1
$260K Sell
2023
Q4
$260K Buy