Warther Private 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 | $339K | Sell |
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|
2025
Q1 | $458K | Buy |
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|
2024
Q4 | $389K | Buy |
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|
2024
Q3 | $384K | Sell |
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|
2024
Q2 | $548K | Buy |
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|
2024
Q1 | $443K | Sell |
|
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|
2023
Q4 | $611K | Sell |
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|
2023
Q3 | $1.08M | Sell |
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|
2023
Q2 | $1.34M | Sell |
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|
2023
Q1 | $1.42M | Buy |
|
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|
2022
Q4 | $1.54M | Sell |
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|
2022
Q3 | $1.45M | Buy |
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|
2022
Q2 | $1.41M | Buy |
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|
2022
Q1 | $1.55M | Buy |
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|
2021
Q4 | $954K | Buy |
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|
2021
Q3 | $614K | Buy |
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|
2021
Q2 | $241K | Buy |
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