Quantum Private Wealth’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 | $417K | Sell |
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|
2025
Q2 | $529K | Buy |
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|
2025
Q1 | $602K | Hold |
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|
2024
Q4 | $521K | Sell |
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|
2024
Q3 | $533K | Sell |
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|
2024
Q2 | $584K | Buy |
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|
2024
Q1 | $587K | Sell |
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|
2023
Q4 | $562K | Buy |
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|
2023
Q3 | $594K | Hold |
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|
2023
Q2 | $554K | Buy |
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|
2023
Q1 | $324K | Hold |
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|
2022
Q4 | $356K | Buy |
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|
2022
Q3 | $271K | Buy |
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