Wealth Enhancement Advisory Services’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 | $154M | Sell |
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|
2025
Q1 | $190M | Buy |
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|
2024
Q4 | $149M | Buy |
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|
2024
Q3 | $130M | Sell |
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|
2024
Q2 | $138M | Sell |
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|
2024
Q1 | $140M | Buy |
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|
2023
Q4 | $128M | Buy |
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|
2023
Q3 | $140M | Buy |
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|
2023
Q2 | $12.6M | Buy |
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|
2023
Q1 | $3.18M | Sell |
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|
2022
Q4 | $8.5M | Buy |
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|
2022
Q3 | $251K | Sell |
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|
2022
Q2 | $260K | Sell |
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|
2022
Q1 | $2.44M | Sell |
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|
2021
Q4 | $2.07M | Sell |
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|
2021
Q3 | $6.46M | Buy |
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|
2021
Q2 | $4.44M | Buy |
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|
2021
Q1 | $2.82M | Buy |
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|
2020
Q4 | $2.38M | Buy |
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|
2020
Q3 | $1.78M | Sell |
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|
2020
Q2 | $2.98M | Sell |
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|
2020
Q1 | $3.91M | Buy |
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|
2019
Q4 | $1.3M | Sell |
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|
2019
Q3 | $1.95M | Buy |
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|
2019
Q2 | $256K | Sell |
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|
2019
Q1 | $2.31M | Sell |
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|
2018
Q4 | $3.92M | Buy |
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|
2018
Q3 | $2.16M | Buy |
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|
2018
Q2 | $2.44M | Sell |
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|
2018
Q1 | $4.4M | Buy |
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|
2017
Q4 | $2.63M | Sell |
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|
2017
Q3 | $2.46M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $1.81M | Buy |
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|
2016
Q4 | $788K | Sell |
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|
2016
Q3 | $2.35M | Buy |
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