SOA 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 | $982K | Buy |
|
|||||
|
2025
Q2 | $888K | Buy |
|
|||||
|
2025
Q1 | $1.01M | Buy |
|
|||||
|
2024
Q4 | $870K | Sell |
|
|||||
|
2024
Q3 | $885K | Buy |
|
|||||
|
2024
Q2 | $933K | Sell |
|
|||||
|
2024
Q1 | $966K | Buy |
|
|||||
|
2023
Q4 | $898K | Buy |
|
|||||
|
2023
Q3 | $989K | Buy |
|
|||||
|
2023
Q2 | $905K | Buy |
|
|||||
|
2023
Q1 | $933K | Buy |
|
|||||
|
2022
Q4 | $1.01M | Sell |
|
|||||
|
2022
Q3 | $884K | Sell |
|
|||||
|
2022
Q2 | $939K | Sell |
|
|||||
|
2022
Q1 | $1.11M | Sell |
|
|||||
|
2021
Q4 | $816K | Buy |
|
|||||
|
2021
Q3 | $699K | Sell |
|
|||||
|
2021
Q2 | $731K | Buy |
|
|||||
|
2021
Q1 | $705K | Buy |
|
|||||
|
2020
Q4 | $617K | Buy |
|