Wealth Architects’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 | $778K | Sell |
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|
2025
Q1 | $920K | Buy |
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|
2024
Q4 | $511K | Buy |
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|
2024
Q3 | $418K | Sell |
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|
2024
Q2 | $469K | Buy |
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|
2024
Q1 | $463K | Sell |
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|
2023
Q4 | $445K | Sell |
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|
2023
Q3 | $561K | Buy |
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|
2023
Q2 | $485K | Buy |
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|
2023
Q1 | $488K | Buy |
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|
2022
Q4 | $509K | Buy |
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|
2022
Q3 | $376K | Sell |
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|
2022
Q2 | $393K | Sell |
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|
2022
Q1 | $531K | Buy |
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|
2021
Q4 | $339K | Sell |
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|
2021
Q3 | $305K | Buy |
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|
2021
Q2 | $305K | Buy |
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|
2021
Q1 | $207K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $201K | Sell |
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|
2019
Q3 | $202K | Buy |
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|
2019
Q2 | $204K | Sell |
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|
2019
Q1 | $208K | Buy |
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|
2018
Q4 | – | Sell |
|
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|
2018
Q3 | $257K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $231K | Sell |
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|
2017
Q2 | $231K | Sell |
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|
2017
Q1 | $240K | Sell |
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|
2016
Q4 | $279K | Sell |
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|
2016
Q3 | $249K | Sell |
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|
2016
Q2 | $258K | Sell |
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|
2016
Q1 | $251K | Sell |
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|
2015
Q4 | $237K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $210K | Sell |
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|
2015
Q1 | $248K | Sell |
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|
2014
Q4 | $290K | Buy |
|