Straight Path 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
Q1 | – | Sell |
|
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|
2024
Q4 | $441K | Hold |
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|
2024
Q3 | $448K | Buy |
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|
2024
Q2 | $466K | Sell |
|
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|
2024
Q1 | $470K | Buy |
|
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|
2023
Q4 | $416K | Buy |
|
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|
2023
Q3 | $442K | Buy |
|
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|
2023
Q2 | $397K | Buy |
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|
2023
Q1 | $327K | Buy |
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|
2022
Q4 | $359K | Hold |
|
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|
2022
Q3 | $287K | Hold |
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|
2022
Q2 | $290K | Hold |
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|
2022
Q1 | $326K | Hold |
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|
2021
Q4 | $235K | Buy |
|