Wealthquest’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 | – | Sell |
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|
2025
Q2 | $744K | Sell |
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|
2025
Q1 | $900K | Buy |
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|
2024
Q4 | $770K | Buy |
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|
2024
Q3 | $782K | Buy |
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|
2024
Q2 | $798K | Buy |
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|
2024
Q1 | $796K | Sell |
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|
2023
Q4 | $815K | Hold |
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|
2023
Q3 | $921K | Buy |
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|
2023
Q2 | $600K | Sell |
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|
2023
Q1 | $863K | Sell |
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|
2022
Q4 | $1.04M | Sell |
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|
2022
Q3 | $925K | Buy |
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|
2022
Q2 | $926K | Sell |
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|
2022
Q1 | $752K | Hold |
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|
2021
Q4 | $752K | Buy |
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|
2021
Q3 | $539K | Sell |
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|
2021
Q2 | $583K | Buy |
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|
2021
Q1 | $577K | Sell |
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|
2020
Q4 | $536K | Sell |
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|
2020
Q3 | $548K | Hold |
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|
2020
Q2 | $679K | Buy |
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|
2019
Q4 | $1.03M | Buy |
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|
2019
Q3 | $985K | Sell |
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|
2019
Q2 | $1.04M | Sell |
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|
2019
Q1 | $1.03M | Sell |
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|
2018
Q4 | $923K | Buy |
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|
2015
Q3 | $511K | Sell |
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|
2015
Q2 | $960K | Sell |
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|
2015
Q1 | $1.07M | Sell |
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|
2014
Q4 | $1.15M | Buy |
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