U.S. Capital Wealth 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 | $33M | Buy |
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|
2025
Q2 | $30.3M | Buy |
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|
2025
Q1 | $33.4M | Buy |
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|
2024
Q4 | $25.7M | Sell |
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|
2024
Q3 | $26.4M | Sell |
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|
2024
Q2 | $30.1M | Sell |
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|
2024
Q1 | $30.9M | Sell |
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|
2023
Q4 | $29.2M | Buy |
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|
2023
Q3 | $32.2M | Buy |
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|
2023
Q2 | $29.4M | Buy |
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|
2023
Q1 | $28.5M | Buy |
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|
2022
Q4 | $30.9M | Sell |
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|
2022
Q3 | $25.1M | Buy |
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|
2022
Q2 | $25.2M | Buy |
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|
2022
Q1 | $27.5M | Sell |
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|
2021
Q4 | $22.7M | Sell |
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|
2021
Q3 | $20.6M | Buy |
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