W Advisors LLC’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 | $466K | Buy |
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|
2025
Q2 | $425K | Sell |
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|
2025
Q1 | $508K | Sell |
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|
2024
Q4 | $454K | Hold |
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|
2024
Q3 | $461K | Sell |
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|
2024
Q2 | $780K | Sell |
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|
2024
Q1 | $880K | Buy |
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|
2023
Q4 | $829K | Buy |
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|
2023
Q3 | $936K | Buy |
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|
2023
Q2 | $868K | Hold |
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|
2023
Q1 | $900K | Sell |
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|
2022
Q4 | $1M | Sell |
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|
2022
Q3 | $874K | Buy |
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|
2022
Q2 | $879K | Buy |
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|
2022
Q1 | $983K | Buy |
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|
2021
Q4 | $674K | Buy |
|