Waterfront 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
Q3 | $899K | Sell |
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|
2025
Q2 | $834K | Buy |
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|
2025
Q1 | $972K | Sell |
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|
2024
Q4 | $842K | Buy |
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|
2024
Q3 | $862K | Buy |
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|
2024
Q2 | $878K | Sell |
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|
2024
Q1 | $976K | Sell |
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|
2023
Q4 | $887K | Hold |
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|
2023
Q3 | $956K | Sell |
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|
2023
Q2 | $974K | Sell |
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|
2023
Q1 | $993K | Sell |
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|
2022
Q4 | $1.09M | Buy |
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|
2022
Q3 | $1.09M | Sell |
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|
2022
Q2 | $923K | Buy |
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|
2022
Q1 | $1.06M | Sell |
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|
2021
Q4 | $788K | Buy |
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|
2021
Q3 | $658K | Buy |
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|
2021
Q2 | $659K | Buy |
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|
2021
Q1 | $646K | Hold |
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|
2020
Q4 | $516K | Buy |
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