Watershed 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
Q3 | $313K | Hold |
|
|||||
|
2025
Q2 | $289K | Hold |
|
|||||
|
2025
Q1 | $338K | Hold |
|
|||||
|
2024
Q4 | $292K | Buy |
|
|||||
|
2024
Q3 | $297K | Sell |
|
|||||
|
2024
Q2 | $316K | Hold |
|
|||||
|
2024
Q1 | $318K | Buy |
|
|||||
|
2023
Q4 | $275K | Sell |
|
|||||
|
2023
Q3 | $365K | Buy |
|
|||||
|
2023
Q2 | $341K | Buy |
|
|||||
|
2023
Q1 | $353K | Buy |
|
|||||
|
2022
Q4 | $388K | Buy |
|