TruWealth 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 | $4.29M | Sell |
|
|||||
|
2025
Q2 | $4.01M | Sell |
|
|||||
|
2025
Q1 | $18.9M | Buy |
|
|||||
|
2024
Q4 | $15.9M | Buy |
|
|||||
|
2024
Q3 | $15.8M | Sell |
|
|||||
|
2024
Q2 | $16.9M | Buy |
|
|||||
|
2024
Q1 | $16.3M | Sell |
|
|||||
|
2023
Q4 | $23.5M | Buy |
|
|||||
|
2023
Q3 | $24.1M | Sell |
|
|||||
|
2023
Q2 | $22.6M | Sell |
|
|||||
|
2023
Q1 | $23.7M | Buy |
|
|||||
|
2022
Q4 | $25.6M | Sell |
|
|||||
|
2022
Q3 | $20.6M | Buy |
|
|||||
|
2022
Q2 | $19.8M | Sell |
|
|||||
|
2022
Q1 | $28.7M | Buy |
|
|||||
|
2021
Q4 | $20.6M | Buy |
|
|||||
|
2021
Q3 | $17.3M | Buy |
|
|||||
|
2021
Q2 | $16.5M | Buy |
|
|||||
|
2021
Q1 | $16.3M | Buy |
|
|||||
|
2020
Q4 | $12.8M | Buy |
|