Roberts Wealth Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $876K | Hold |
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|
2025
Q1 | $1.02M | Sell |
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|
2024
Q4 | $994K | Buy |
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|
2024
Q3 | $776K | Buy |
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|
2024
Q2 | $651K | Buy |
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|
2024
Q1 | $561K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $600K | Sell |
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|
2023
Q2 | $592K | Sell |
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|
2023
Q1 | $650K | Buy |
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|
2022
Q4 | $660K | Buy |
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|
2022
Q3 | $436K | Sell |
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|
2022
Q2 | $401K | Buy |
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|
2022
Q1 | $443K | Sell |
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|
2021
Q4 | $331K | Sell |
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|
2021
Q3 | $340K | Buy |
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