Sax 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
Q3 | $1.67M | Buy |
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|
2025
Q2 | $1.42M | Buy |
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|
2025
Q1 | $1.52M | Buy |
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|
2024
Q4 | $759K | Sell |
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|
2024
Q3 | $810K | Sell |
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|
2024
Q2 | $1.43M | Buy |
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|
2024
Q1 | $1.26M | Buy |
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|
2023
Q4 | $510K | Sell |
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|
2023
Q3 | $620K | Buy |
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|
2023
Q2 | $445K | Hold |
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|
2023
Q1 | $462K | Hold |
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|
2022
Q4 | $508K | Hold |
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|
2022
Q3 | $407K | Buy |
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|
2022
Q2 | $409K | Buy |
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|
2022
Q1 | $460K | Buy |
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|
2021
Q4 | $259K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $207K | Buy |
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