Waypoint Wealth Counsel’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 | $406K | Buy |
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|
2025
Q2 | $287K | Sell |
|
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|
2025
Q1 | $389K | Buy |
|
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|
2024
Q4 | $323K | Buy |
|
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|
2024
Q3 | $320K | Sell |
|
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|
2024
Q2 | $374K | Sell |
|
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|
2024
Q1 | $408K | Sell |
|
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|
2023
Q4 | $404K | Sell |
|
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|
2023
Q3 | $566K | Buy |
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|
2023
Q2 | $523K | Sell |
|
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|
2023
Q1 | $1.08M | Buy |
|
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|
2022
Q4 | $1.18M | Buy |
|