Wealth Advisors of Iowa’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 | – | Sell |
|
|||||
|
2025
Q1 | $259K | Buy |
|
|||||
|
2024
Q4 | $217K | Buy |
|
|||||
|
2024
Q3 | $215K | Sell |
|
|||||
|
2024
Q2 | $329K | Buy |
|
|||||
|
2024
Q1 | $330K | Buy |
|
|||||
|
2023
Q4 | $296K | Buy |
|
|||||
|
2023
Q3 | $316K | Buy |
|
|||||
|
2023
Q2 | $280K | Buy |
|
|||||
|
2023
Q1 | $289K | Sell |
|
|||||
|
2022
Q4 | $324K | Sell |
|
|||||
|
2022
Q3 | $275K | Buy |
|
|||||
|
2022
Q2 | $254K | Hold |
|
|||||
|
2022
Q1 | $254K | Buy |
|