Refined 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $5.69M | Buy |
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|
2023
Q4 | $5.34M | Sell |
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|
2023
Q3 | $6.3M | Sell |
|
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|
2023
Q2 | $7.45M | Sell |
|
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|
2023
Q1 | $7.79M | Sell |
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|
2022
Q4 | $9.82M | Sell |
|
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|
2022
Q3 | $8.69M | Sell |
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|
2022
Q2 | $8.77M | Buy |
|
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|
2022
Q1 | $9.69M | Sell |
|
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|
2021
Q4 | $9.13M | Sell |
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|
2021
Q3 | $8.17M | Buy |
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|
2021
Q2 | $8.36M | Buy |
|