Signature Wealth Management 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
Q2 | $520K | Buy |
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|
2025
Q1 | $591K | Hold |
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|
2024
Q4 | $511K | Hold |
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|
2024
Q3 | $520K | Sell |
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|
2024
Q2 | $884K | Sell |
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|
2024
Q1 | $918K | Hold |
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|
2023
Q4 | $868K | Buy |
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|
2023
Q3 | $943K | Hold |
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|
2023
Q2 | $880K | Hold |
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|
2023
Q1 | $912K | Sell |
|
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|
2022
Q4 | $1.02M | Sell |
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|
2022
Q3 | $846K | Hold |
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|
2022
Q2 | $853K | Sell |
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|
2022
Q1 | $1.05M | Sell |
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|
2021
Q4 | $790K | Sell |
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|
2021
Q3 | $694K | Hold |
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|
2021
Q2 | $716K | Hold |
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|
2021
Q1 | $716K | Buy |
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|
2020
Q4 | $403K | Buy |
|