SteelPeak Wealth’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 | $12.9M | Sell |
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|
2025
Q2 | $20.6M | Buy |
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|
2025
Q1 | $23.2M | Buy |
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|
2024
Q4 | $6.49M | Sell |
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|
2024
Q3 | $11.7M | Sell |
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|
2024
Q2 | $16.1M | Buy |
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|
2024
Q1 | $10.5M | Sell |
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|
2023
Q4 | $10.1M | Buy |
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|
2023
Q3 | $5.91M | Sell |
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|
2023
Q2 | $12.8M | Sell |
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|
2023
Q1 | $15.3M | Buy |
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|
2022
Q4 | $13.8M | Sell |
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|
2022
Q3 | $11.5M | Sell |
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|
2022
Q2 | $12.1M | Buy |
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|
2022
Q1 | $13.4M | Sell |
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|
2021
Q4 | $12.6M | Sell |
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|
2021
Q3 | $11.4M | Buy |
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|
2021
Q2 | $10.7M | Buy |
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|
2021
Q1 | $10.6M | Buy |
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|
2020
Q4 | $5.46M | Sell |
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|
2020
Q3 | $7M | Buy |
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|
2020
Q2 | $5.48M | Sell |
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|
2020
Q1 | $6.45M | Buy |
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|
2019
Q4 | $7.35M | Buy |
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