RF&L 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 | $224K | Sell |
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|
2025
Q2 | $235K | Sell |
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|
2025
Q1 | $289K | Hold |
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|
2024
Q4 | $250K | Hold |
|
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|
2024
Q3 | $254K | Hold |
|
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|
2024
Q2 | $270K | Hold |
|
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|
2024
Q1 | $272K | Buy |
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|
2023
Q4 | $254K | Hold |
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|
2023
Q3 | $287K | Hold |
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|
2023
Q2 | $267K | Hold |
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|
2023
Q1 | $277K | Hold |
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|
2022
Q4 | $305K | Buy |
|