Werba Rubin Papier Wealth 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
Q2 | $532K | Sell |
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|
2025
Q1 | $747K | Buy |
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|
2024
Q4 | $621K | Buy |
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|
2024
Q3 | $610K | Buy |
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|
2024
Q2 | $634K | Buy |
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|
2024
Q1 | $347K | Buy |
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|
2023
Q4 | $323K | Sell |
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|
2023
Q3 | $394K | Buy |
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|
2023
Q2 | $368K | Sell |
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|
2023
Q1 | $389K | Sell |
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|
2022
Q4 | $559K | Buy |
|