Sterling Group Wealth Management’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 | $231K | Buy |
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|
2025
Q2 | $213K | Sell |
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|
2025
Q1 | $545K | Buy |
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|
2024
Q4 | $471K | Sell |
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|
2024
Q3 | $539K | Buy |
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|
2024
Q2 | $571K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $592K | Sell |
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|
2023
Q3 | $763K | Buy |
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|
2023
Q2 | $629K | Buy |
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|
2023
Q1 | $649K | Buy |
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|
2022
Q4 | $681K | Buy |
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