Ridgecrest Wealth Partners’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 | $4.29M | Sell |
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|
2025
Q2 | $4.2M | Sell |
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|
2025
Q1 | $5.6M | Sell |
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|
2024
Q4 | $4.94M | Sell |
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|
2024
Q3 | $5.13M | Sell |
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|
2024
Q2 | $5.46M | Buy |
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|
2024
Q1 | $5.34M | Sell |
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|
2023
Q4 | $5.19M | Buy |
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|
2023
Q3 | $5.79M | Sell |
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|
2023
Q2 | $5.88M | Sell |
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|
2023
Q1 | $6.13M | Sell |
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|
2022
Q4 | $6.74M | Sell |
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|
2022
Q3 | $5.78M | Sell |
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|
2022
Q2 | $5.95M | Sell |
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|
2022
Q1 | $6.73M | Sell |
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|
2021
Q4 | $4.88M | Sell |
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|
2021
Q3 | $4.25M | Buy |
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|
2021
Q2 | $4.24M | Buy |
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|
2021
Q1 | $2.48M | Buy |
|