Wealth Management Associates’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 | $1.05M | Buy |
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|
2025
Q1 | $1.23M | Sell |
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|
2024
Q4 | $1.14M | Sell |
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|
2024
Q3 | $1.16M | Buy |
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|
2024
Q2 | $1.19M | Hold |
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|
2024
Q1 | $1.19M | Sell |
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|
2023
Q4 | $1.3M | Sell |
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|
2023
Q3 | $1.7M | Sell |
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|
2023
Q2 | $1.64M | Sell |
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|
2023
Q1 | $1.72M | Buy |
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|
2022
Q4 | $1.89M | Buy |
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|
2022
Q3 | $1.29M | Buy |
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|
2022
Q2 | $1.09M | Buy |
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|
2022
Q1 | $1.09M | Buy |
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|
2021
Q4 | $749K | Buy |
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|
2021
Q3 | $603K | Buy |
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|
2021
Q2 | $622K | Sell |
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|
2021
Q1 | $645K | Buy |
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|
2020
Q4 | $463K | Sell |
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|
2020
Q3 | $406K | Sell |
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|
2020
Q2 | $503K | Buy |
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|
2020
Q1 | $393K | Buy |
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|
2019
Q4 | $627K | Hold |
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|
2019
Q3 | $617K | Buy |
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|
2019
Q2 | $478K | Buy |
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|
2019
Q1 | $436K | Sell |
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|
2018
Q4 | $387K | Buy |
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