Wells Trecaso Financial Group’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 | $1.07M | Sell |
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|
2025
Q1 | $1.44M | Sell |
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|
2024
Q4 | $1.25M | Buy |
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|
2024
Q3 | $1.27M | Sell |
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|
2024
Q2 | $1.36M | Sell |
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|
2024
Q1 | $1.41M | Buy |
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|
2023
Q4 | $1.32M | Buy |
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|
2023
Q3 | $1.49M | Sell |
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|
2023
Q2 | $1.39M | Sell |
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|
2023
Q1 | $1.45M | Sell |
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|
2022
Q4 | $1.62M | Buy |
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|
2022
Q3 | $1.29M | Buy |
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|
2022
Q2 | $1.29M | Buy |
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|
2022
Q1 | $1.45M | Buy |
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|
2021
Q4 | $1.02M | Buy |
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|
2021
Q3 | $344K | Buy |
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|
2021
Q2 | $339K | Buy |
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|
2021
Q1 | $291K | Buy |
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|
2020
Q4 | $224K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $196K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $250K | Sell |
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|
2019
Q3 | $246K | Buy |
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|
2019
Q2 | $244K | Sell |
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|
2019
Q1 | $246K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $216K | Sell |
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|
2018
Q2 | $242K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $247K | Buy |
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