Unique Wealth’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $720K | Sell |
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|
2025
Q1 | $855K | Buy |
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|
2024
Q4 | $320K | Buy |
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|
2024
Q3 | $236K | Sell |
|
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|
2024
Q2 | $252K | Buy |
|
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|
2024
Q1 | $251K | Sell |
|
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|
2023
Q4 | $249K | Buy |
|
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|
2023
Q3 | $264K | Hold |
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|
2023
Q2 | $247K | Buy |
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|
2023
Q1 | $252K | Sell |
|
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|
2022
Q4 | $284K | Buy |
|