Wambolt & Associates’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 | $1.33M | Sell |
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|
2025
Q1 | $1.65M | Sell |
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|
2024
Q4 | $1.43M | Sell |
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|
2024
Q3 | $1.79M | Buy |
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|
2024
Q2 | $1.72M | Buy |
|
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|
2024
Q1 | $1.65M | Buy |
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|
2023
Q4 | $1.28M | Buy |
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|
2023
Q3 | $1.32M | Buy |
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|
2023
Q2 | $1.11M | Buy |
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|
2023
Q1 | $1.07M | Buy |
|
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|
2022
Q4 | $1.03M | Buy |
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|
2022
Q3 | $706K | Buy |
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|
2022
Q2 | $658K | Buy |
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|
2022
Q1 | $478K | Buy |
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|
2021
Q4 | $239K | Buy |
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|
2021
Q3 | $211K | Sell |
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|
2021
Q2 | $226K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $201K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $200K | Buy |
|