Walkner Condon Financial 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 | $378K | Buy |
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|
2025
Q2 | $266K | Buy |
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|
2025
Q1 | $251K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $223K | Sell |
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|
2024
Q2 | $381K | Sell |
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|
2024
Q1 | $391K | Buy |
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|
2023
Q4 | $362K | Buy |
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|
2023
Q3 | $332K | Buy |
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|
2023
Q2 | $265K | Sell |
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|
2023
Q1 | $284K | Buy |
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|
2022
Q4 | $225K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $262K | Sell |
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|
2022
Q1 | $440K | Buy |
|