Wagner Wealth Management (South Carolina)’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 |
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|
2025
Q3 | $203K | Buy |
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|
2024
Q3 | – | Sell |
|
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|
2024
Q2 | $553K | Buy |
|
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|
2024
Q1 | $541K | Buy |
|
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|
2023
Q4 | $509K | Sell |
|
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|
2023
Q3 | $736K | Buy |
|
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|
2023
Q2 | $667K | Sell |
|
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|
2023
Q1 | $745K | Buy |
|
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|
2022
Q4 | $725K | Buy |
|
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|
2022
Q3 | $450K | Buy |
|
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|
2022
Q2 | $387K | Buy |
|
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|
2022
Q1 | $398K | Sell |
|
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|
2021
Q4 | $721K | Buy |
|
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|
2021
Q3 | $618K | Buy |
|
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|
2021
Q2 | $557K | Buy |
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|
2021
Q1 | $525K | Buy |
|
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|
2020
Q4 | $343K | Buy |
|
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|
2018
Q3 | $722K | Buy |
|
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|
2018
Q2 | $745K | Sell |
|
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|
2018
Q1 | $744K | Buy |
|
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|
2017
Q4 | $714K | Buy |
|