Wealth Dimensions Group’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 | $1.18M | Sell |
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|
2025
Q2 | $1.11M | Buy |
|
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|
2025
Q1 | $1.19M | Buy |
|
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|
2024
Q4 | $898K | Buy |
|
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|
2024
Q3 | $883K | Buy |
|
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|
2024
Q2 | $828K | Sell |
|
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|
2024
Q1 | $840K | Sell |
|
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|
2023
Q4 | $825K | Buy |
|
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|
2023
Q3 | $919K | Buy |
|
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|
2023
Q2 | $855K | Sell |
|
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|
2023
Q1 | $907K | Sell |
|
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|
2022
Q4 | $1.3M | Buy |
|
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|
2022
Q3 | $1.02M | Buy |
|
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|
2022
Q2 | $1.02M | Sell |
|
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|
2022
Q1 | $1.17M | Buy |
|
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|
2021
Q4 | $780K | Buy |
|
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|
2021
Q3 | $650K | Buy |
|
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|
2021
Q2 | $389K | Buy |
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|
2021
Q1 | $303K | Buy |
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|
2020
Q4 | $238K | Buy |
|