WealthPlan Investment Management’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 | $14.8M | Sell |
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|
2025
Q2 | $13.9M | Buy |
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|
2025
Q1 | $13.7M | Buy |
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|
2024
Q4 | $11M | Sell |
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|
2024
Q3 | $11.5M | Buy |
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|
2024
Q2 | $10.9M | Sell |
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|
2024
Q1 | $11.5M | Buy |
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|
2023
Q4 | $10.4M | Buy |
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|
2023
Q3 | $10.7M | Buy |
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|
2023
Q2 | $5.21M | Sell |
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|
2023
Q1 | $10.3M | Sell |
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|
2022
Q4 | $19.9M | Buy |
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|
2022
Q3 | $19.8M | Buy |
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|
2022
Q1 | $17M | Buy |
|