Wela Strategies’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 | $803K | Buy |
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|
2025
Q2 | $734K | Buy |
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|
2025
Q1 | $804K | Buy |
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|
2024
Q4 | – | Sell |
|
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|
2024
Q3 | $556K | Buy |
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|
2024
Q2 | $530K | Buy |
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|
2024
Q1 | $524K | Buy |
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|
2023
Q4 | $482K | Buy |
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|
2023
Q3 | $497K | Sell |
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|
2023
Q2 | $472K | Buy |
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|
2023
Q1 | $488K | Buy |
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|
2022
Q4 | $444K | Buy |
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|
2022
Q3 | $335K | Buy |
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|
2022
Q2 | $312K | Sell |
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|
2022
Q1 | $351K | Buy |
|