Strategic Wealth Investment Group’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
2025
Q3
$269K Buy
2025
Q1
Sell
2024
Q4
$233K Sell
2024
Q3
$243K Sell
2024
Q2
$320K Buy
2023
Q4
$371K Buy
2023
Q3
$370K Buy
2023
Q2
$320K Buy
2023
Q1
$242K Buy
2022
Q4
$217K Buy